Gilbert CPAs

Tax Manager

Gilbert CPAs

full-time

Posted on:

Location Type: Hybrid

Location: Sacramento • California • United States

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Salary

💰 $110,000 - $125,000 per year

About the role

  • Responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow
  • Assist partners with tax services, including planning, research, and compliance
  • Prepare income tax returns for various entities and individuals
  • Demonstrate the ability to apply advanced tax and accounting concepts when providing tax planning or tax preparation services
  • Recognize potential problem areas in projects and discuss them with appropriate team members
  • Demonstrate a general understanding of the client's business to identify relevant tax issues
  • Suggest client tax planning ideas to the manager or partners
  • Interact with clients on tax return information, deadlines, and other compliance matters
  • Look for opportunities to provide additional services to clients
  • Act as the liaison between the partner, the client, and the professional staff
  • Prepare correspondence with IRS and state tax authorities
  • Develops and expands technical capabilities that require special training, experience, or knowledge
  • Managers develop and train staff and make associations to develop new business for the firm

Requirements

  • A current CPA license with 5 plus years of experience in public accounting with increasing responsibility
  • Must possess technical tax knowledge related to C Corporations, S Corporations, Partnerships, Individuals, accounting methods, property transactions, and tax research
  • Bachelor's degree (B.A.)
  • Supervisory experience preferred
  • Ability to develop and maintain strong client relationships
  • Provides superior customer service
  • Must have excellent interpersonal, oral, and written communication skills, as well as project management and analytical skills
Benefits
  • medical
  • dental
  • vision
  • 401K with company match
  • paid life insurance and long-term disability
  • generous paid time off
  • ten days paid holiday
  • training budget for professional development and professional licensure
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningtax preparationincome tax returnstax compliancetax researchaccounting methodsproperty transactionsC CorporationsS CorporationsPartnerships
Soft Skills
client relationship managementcustomer serviceinterpersonal skillsoral communicationwritten communicationproject managementanalytical skillsstaff trainingproblem-solvingbusiness development
Certifications
CPA license