Tax Manager, Privately Held Business

Title: Tax Manager Privately Held Business

Location: San Jose/San Ramon CA

Salary: $122000 $166000

Overview: Accounting and consulting firm is seeking a Tax Manager to join its Privately Held Business practice in Northern California. This role is responsible for managing tax compliance and advisory engagements across a diverse client base supporting business development and coaching the next generation of tax professionals within a firm that prioritizes career growth flexibility and a collaborative work environment.

Key Responsibilities

• Review and coordinate preparation of tax returns for individuals partnerships S-corps and C-corps
• Advise clients on a full spectrum of tax services including planning research compliance allocations and transactional activities
• Conduct or review high-level research on complex and emerging tax issues; prepare supporting memorandums
• Review and confirm assignment objectives scope and work plans with clients
• Ensure appropriate resource assignment across engagement roles
• Analyze billing and assist with accounts receivable collections
• Assist with new business development extended services and tax issue recognition for existing clients
• Seek regular client feedback on assignment progress and overall performance
• Coach and mentor staff and seniors on client engagements and career development

Qualifications

• Bachelors degree in Accounting Tax Finance or a related discipline
• CPA JD or EA designation (must be qualified to practice before the IRS)
• Minimum 4 years of US tax consulting/compliance experience within public accounting
• Minimum 1 year in a managerial role involving clients and team members

Preferred

• Masters degree in Accounting or Taxation

Benefits

• Medical dental and vision coverage
• Generous PTO and paid sick time
• Flexible work arrangements
• 401(k) with profit sharing
• Wellness program
• Generous parental leave
• 11 paid holidays