Tax Manager

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For over 50 years, GROCO has consistently ranked as one of the top accounting firms in the San Francisco Bay Area. Recognized as a “Best Place to Work”, this is an exceptional career opportunity for the right CPA. We offer a wonderful work environment and interesting work on complex, high net-worth returns. We are an Equal Opportunity Employer with a strong commitment to supporting and retaining a diverse and talented workforce.

Qualifications / Requirements:

  • 7+ years quality public accounting experience preparing corporate & individual tax returns

  • CPA designation

  • Proven management and organizational skills

  • CPA designation

  • Bachelors degree in accounting (Master's degree of Science in Taxation preferred)

  • Ability to work independently and part of a team

  • Ability to lead, motivate and mentor staff

  • Analytical and problem solving skills

  • Excellent written, verbal, communication and client management skills

  • Interpersonal skills to effectively interact with clients, peers and other contacts

  • Sound technical skills and business judgment

  • Proven management and organizational skills

  • Above average proficiency in Excel and Word

  • Established client relationships preferred

POSITION SUMMARY

A Tax Manager schedules and assigns work, maintains budgets, and completes engagements on time and profitably. He or she review staff’s work and provides them effective engagement feedback on methods of improvement and efficiency. Tax Managers coordinate and administer tax services for significant clients and have had experience in preparing tax protests, prepare rulings for clients, memoranda in connection with requests for technical advice, write opinions on issues and help with tax provision reviews. They also help with staff development activities. Be able to conduct and manage research and documentation for more varied and complex tax transactions. As a leader, help others reach their full potential, leverage existing engagements into new ones. Perform major engagement tasks, and control budgets.

Responsibilities Include:

  • Prepare and review various types of complex tax returns (individuals, closely held businesses, partnerships, international, estate planning, etc.)

  • Consult with clients solving sophisticated problems in all areas of taxation, as required by firm clients

  • Working successfully in a team environment

  • Supervise staff

  • Prepare tax protests

  • Conduct tax research

  • Sell add-on services

  • Perform tax provision reviews.

  • Administration and development of firm policies and technologies

  • Providing technical expertise to clients and staff

  • Implementing development strategies for growth of firm

  • Negotiating fees and billing

  • Overseeing the engagement process from start to finish

  • Ensuring deliverables and meeting client deadlines

  • Maintaining strong client relationships and helping cultivate new clientele

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