Tax Manager

Company: Sterling Freeman
Location: San Jose
Posted on: March 20, 2025

Job Description:

We offer leading edge, high-touch tax advisory service to U.S. and International clients: corporate, tech, ultra and high net worth. A high-growth, but also well-managed environment where professional advancement is based on capability. Our culture is primed for career acceleration. We take pride in our energetic, creative atmosphere and are looking for top talent to build on that.Responsibilities

• Review and prepare tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits.
• Lead / Co-Lead client meetings to review tax planning strategies and projections.
• Ability to manage work flow including multiple priorities, deadlines and budgets.
• Manage/Grow a book of Clients - identify & communicate ideas to improve client service, opportunities to expand services with clients with Partners.
• Develop Staff - recognize & communicate opportunities to improve firm culture, and staff development & retention with Partners.Tax Manager Qualifications & Requirements
  • MUST HAVE 6+ years current CPA Firm experience.
  • MUST HAVE an active CPA or JD.
  • Masters of Tax or LLM Tax preferred.Desired Soft Skills
    • Integrity, Intellectual Strength & Agility.
    • History of being a passionate learner who welcomes skill-stretching opportunities.
    • Bring an Entrepreneurial point of view to the Tax Manager role.
    • Are an energized professional - seeking greater responsibilities and more autonomy with clients.
    • Have the passion & curiosity to look through the financials into the business, to identify potential opportunities for client gain.
    • Are engaging & thrive building relationships internally and externally.For immediate & CONFIDENTIAL consideration for this Tax Manager opportunity, please click APPLY or email msterling@sterlingfreeman.com.SterlingFreeman13+ years100% CPA Firm Recruiting + M&A Consulting15,000+ CPA firms in our Network150,000+ Contacts in CPA Firms Everywherehttp://www.sterlingfreeman.com
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Keywords: Sterling Freeman, San Jose , Tax Manager, Accounting, Auditing , San Jose, California