We are a well-established CPA firm based in Oakland, specializing in serving High Net Worth individuals, family offices, and real estate investors and developers. With a reputation for personalized service and deep industry expertise, we pride ourselves on being trusted advisors to our clients, helping them navigate complex tax landscapes and build long-term financial success.
Position Overview :
We are seeking a highly motivated and experienced Tax Manager to join our growing team. This role is ideal for someone who thrives in a client-facing environment and has a strong background in individual and real estate taxation. You'll lead engagements, manage client relationships, and mentor junior staff while contributing to strategic tax planning and compliance.
Key Responsibilities :
- Manage and review complex tax returns for High Net Worth individuals, partnerships, trusts, and real estate entities.
- Provide proactive tax planning and consulting services tailored to client needs.
- Lead client engagements and maintain strong relationships with clients and their advisors.
- Supervise, train, and mentor staff accountants and senior associates.
- Stay current on tax law changes and communicate implications to clients and team members.
- Collaborate with partners on business development and firm growth initiatives.
Qualifications :
CPA license required.5+ years of public accounting experience, with a focus on individual and real estate taxation.Strong technical knowledge of federal and California tax laws.Experience with complex partnership structures, 1031 exchanges, and passive activity rules.Excellent communication and interpersonal skills.Ability to manage multiple priorities and deadlines in a fast-paced environment.Proficiency in tax software (e.g., CCH Axcess, ProSystem fx) and Microsoft Office Suite.Benefits
Base ($145,000-$185,000) + Bonus401k MatchFull Medical, Dental & Vision3 weeks PTO, 10 Paid HolidaysHSA & FSA accountsHybrid Schedule