Tax Manager

A bit about us :

Based in San Francisco, CA our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele! We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system, our most cutting edge technology in our profession. We are actively looking for a Tax Manager who can help with researching tax issues and filing requirements that affect tax compliance while developing subordinates' technical and industry skills and encourage growth.

If you are a Tax Manager with client facing skills, then please read on….

Why join us?

• Competitive Base Salary!
• Extremely Competitive Benefits Package!
• Diverse Client Relationships!
• Outstanding Career Growth!

Job Details

Job Details :

We are seeking an energetic and experienced Permanent Tax Manager to join our dynamic team in the Mortgage industry. This is a unique opportunity to apply your expertise in a fast-paced, innovative environment. The ideal candidate will be responsible for managing all tax-related activities within our organization. This includes the preparation and review of income tax returns, tax planning, and compliance. The role demands a high level of understanding and experience with HNWI, Trust & Estate, and CPA.

Responsibilities :

As a Permanent Tax Manager, your core responsibilities will include :

1. Overseeing all tax-related activities, including planning, compliance, and reporting.

2. Developing and implementing effective tax strategies to optimize efficiency and compliance.

3. Preparing and reviewing complex income tax returns for HNWI.

4. Providing expert advice on Trust & Estate tax matters.

5. Collaborating with internal teams and external advisors to ensure accurate and timely tax reporting.

6. Keeping up-to-date with the latest tax laws and regulations.

7. Managing and mitigating tax risks and liabilities.

8. Providing leadership, mentorship, and direction to the tax team.

9. Liaising with tax authorities and providing tax audit support.

Qualifications :

To be considered for this exciting opportunity, candidates must possess the following qualifications :

1. Bachelor's degree in Accounting, Finance, or a related field. An advanced degree is a plus.

2. Certified Public Accountant (CPA) designation is required.

3. A minimum of 5+ years of experience in tax management, preferably in the Mortgage industry.

4. In-depth knowledge and understanding of HNWI, Trust & Estate.

5. Strong analytical skills with attention to detail.

6. Excellent leadership and team management skills.

7. Strong verbal and written communication skills.

8. Ability to handle multiple tasks and prioritize effectively.

9. Up-to-date knowledge of current tax laws and regulations.

10. Proficiency in tax software and Microsoft Office Suite.

This is a fantastic opportunity for a Tax Manager looking to make a significant impact within a growing organization. If you are a dedicated, ambitious, and tax-savvy professional, we would love to hear from you. Apply today to join our team!

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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