Tax Manager

Top Job

Located in San Ramon, CA

Salary: $120,000

Job Title: Tax Manager 

Location: San Ramon, CA
Salary: $120,000 annually
Employment Type: Full-Time

Our client is seeking an experienced Tax Manager to lead client engagements, manage the tax team, and contribute to the continued expansion of our firm.

Position Summary:

The Tax Manager will oversee all aspects of tax engagements, including review of complex returns, management of staff workloads, client advisory, and tax strategy development. This role requires strong technical expertise, excellent communication skills, and the ability to manage multiple projects and deadlines. The ideal candidate is a proactive leader seeking a long-term growth path within the firm.

 

Key Responsibilities:

Tax Compliance & Review

· Review complex federal, state, and local tax returns prepared by staff for:

- High-net-worth individuals (1040) with multistate, investment, real estate, and pass-through considerations.

- Small and mid-sized businesses including S-corps (1120S), partnerships (1065), LLCs, and corporations (1120).

- Trust, estate, and gift tax returns as needed.

· Ensure accuracy, completeness, and compliance with current tax laws.

· Oversee estimated tax calculations and year-end projections for clients.

Client Advisory & Relationship Management

· Serve as the primary client advisor on tax matters, offering proactive solutions and planning opportunities.

· Lead client meetings and communicate complex tax concepts in a clear, client-friendly manner.

· Build and maintain long-term client relationships with business owners, executives, and high-net-worth individuals.

Tax Planning & Research

· Develop and implement tax strategies for business owners, multi-entity structures, real estate investors, and high-net-worth families.

· Monitor and interpret changes in tax laws and evaluate their impact on clients.

Leadership & Team Management

· Supervise and mentor tax associates and senior associates.

· Manage staff assignments, project timelines, and workflow during busy seasons and throughout the year.

· Provide training, coaching, and ongoing development for team members.

· Lead process improvements to enhance efficiency, accuracy, and client service delivery.

Firm Operations & Growth

· Assist partners with strategic planning, business development, and practice management initiatives.

· Support onboarding of new clients and help refine internal systems and processes.

· Contribute to maintaining a positive, collaborative, and high-performance culture.

Qualifications Required: 

· Bachelor’s degree in Accounting, Finance, or related field.

· 6+ years of public accounting tax experience with progressive responsibility.

· Extensive experience reviewing individual, partnership, and corporate tax returns.

· Strong technical knowledge of federal and state tax regulations.

· Proven ability to manage client relationships and lead staff.

· Excellent analytical, organizational, and communication skills.

· Proficiency in tax software and Microsoft Excel.

· Exceptional phone etiquette when communicating with clients.

Preferred:

· Active CPA license (strongly preferred).

· Experience with high-net-worth individuals, multi-entity structures, and small business owners.

· Familiarity with QuickBooks.

· Background in real estate taxation, estate planning concepts, or multi-state tax issues.

 

Visit us in person:
Express Employment Professionals – San Ramon
3150 Crow Canyon Place, Suite 150, San Ramon, CA 94583

 

Email your resume: SanRamonCA@expresspros.com

Apply Now