
Tax Manager, Privately Held Business
Armanino
full-time
Posted on:
Location Type: Office
Location: San Ramon • California • 🇺🇸 United States
Visit company websiteSalary
💰 $122,000 - $161,500 per year
Job Level
Mid-LevelSenior
About the role
- Review and coordinate preparation of tax returns as it relates to Individuals, Partnerships, S and C-corporations
- Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities
- Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions
- Review and confirm assignment objectives, scope and work plan with client
- Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
- Analyze billing and assist with accounts receivable collections from clients
- Assist with new business development, extended service and tax issue recognition for existing clients
- Seek regular client assessment of assignment progress and overall feedback on performance
- Coach and mentor staff and seniors on client engagements and career path
Requirements
- Bachelor’s Degree in Accounting, Tax, Finance or related discipline
- Minimum of 4 years’ experience in US tax consulting/compliance within public accounting
- Minimum of 1 year in a managerial role involving clients and team members
- Qualified to practice before the IRS (i.e, JD. CPA, or EA)
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax returnstax planningtax compliancetax researchtax memorandumsbilling analysisaccounts receivablebusiness developmentclient engagement
Soft skills
client advisingresource managementcoachingmentoringperformance feedback
Certifications
Bachelor’s DegreeJDCPAEA