Tax Manager / Tax Reviewer

Job Description

Job Description

Tax Manager

Position Summary

We are seeking an experienced and highly motivated Tax Manager to lead our tax department and oversee the preparation, review, and delivery of complex tax engagements. The ideal candidate will have a strong background in public accounting, exceptional leadership abilities, and extensive experience preparing and reviewing complex individual and business tax returns. This role requires a detail-oriented professional who can effectively manage staff, ensure compliance with federal and state tax regulations, and deliver outstanding client service.

Key Responsibilities

• Manage, supervise, mentor, and develop a team of tax professionals.

• Review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and nonprofit organizations.

• Prepare complex tax returns as needed, particularly for high-net-worth individuals and closely held businesses.

• Ensure all tax engagements are completed accurately, efficiently, and within established deadlines.

• Serve as the primary point of contact for assigned clients, providing proactive tax planning and consulting services.

• Research complex tax issues and communicate findings and recommendations to clients and firm leadership.

• Monitor changes in federal, state, and local tax laws and educate staff on new regulations and best practices.

• Review workpapers for accuracy, completeness, and compliance with professional standards.

• Assist with IRS and state tax examinations, notices, and correspondence.

• Manage workflow, staffing assignments, project scheduling, and engagement budgets.

• Identify opportunities for process improvements and increased efficiency within the tax department.

• Participate in client development efforts by identifying additional service opportunities and supporting business development initiatives.

• Foster a collaborative, positive, and high-performing team environment.

• Ensure compliance with firm policies, ethical standards, and applicable professional regulations.

Qualifications

• 10+ years of recent public accounting tax experience.

• Previous tax management or supervisory experience required.

• Extensive experience preparing and reviewing complex individual and business tax returns.

• Strong knowledge of federal, state, and local tax laws and regulations.

• Experience with partnerships, S corporations, C corporations, trusts, estates, and multi-state taxation.

• Demonstrated ability to manage multiple engagements and prioritize competing deadlines.

• Proven leadership, coaching, and team development experience.

• Strong organizational, analytical, and problem-solving skills.

• Excellent written and verbal communication skills.

• Ability to build and maintain strong client relationships.

• High level of professionalism, integrity, and attention to detail.

• Proficiency with tax preparation and research software.

• Advanced knowledge of Microsoft Office Suite, particularly Excel.

Preferred Qualifications

• Certified Public Accountant (CPA) license preferred, not required.

• Bachelor's degree in Taxation or Accounting.

• Experience working with closely held businesses and high-net-worth individuals.

• Experience with tax planning and consulting services.

• Familiarity with workflow management software and paperless tax systems.

• Experience participating in firm growth and business development initiatives.

Required Skills & Competencies

• Leadership and team management

• Strategic thinking and decision-making

• Exceptional organizational and time management skills

• Advanced tax research capabilities

• Strong technical tax knowledge

• Client relationship management

• Project management

• Critical thinking and analytical abilities

• Attention to detail and accuracy

• Ability to work independently while managing multiple priorities

• Commitment to exceptional client service

• Ability to maintain confidentiality and exercise sound professional judgment

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.