Tax Manager - Individual / Fiduciary

Company: The Agency Recruiting
Location: San Jose
Posted on: March 20, 2025

Job Description:

Tax Manager - Individual / FiduciaryResponsibilitiesAs a Tax Manager, you will have the opportunity to lead and develop a team while providing outstanding customer service to our clients. If you have strong technical skills and in a managerial or supervisory roles in tax compliance, quality assurance and tax planning to a diversified, closely held client base, we'd love to talk with you!Your Role:

• Managing our tax department in tax compliance, planning and quality assurance We deal primarily with closely held, entrepreneurial companies and their owners.
• Quality assurance on individual, fiduciary, estate, gift and partnership tax returns
• Helping to develop, build and manage client relationships
• Assisting with managing, developing, and coaching professional tax staff
• Manage, in team environment, the work flow of product through the tax department Qualifications
• 5 - 7 years or more of relevant progressive experience in public accounting tax including technical tax compliance, planning & projections and research
• Bachelor's degree in accounting; MST a plus
• CPA certification (EA considered)
• Strong computer skills, CCH Axcess, RIA Checkpoint, Quickbooks experience a plus Soft Skills
• Experience managing multiple client engagements
• A strong sense of ownership for delivering outstanding client service
• Excellent supervisory, team building, and time management skills This position is in our San Jose office; we are open to a hybrid in office / remote arrangement. Salary - To be discussed depending on experience.
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Keywords: The Agency Recruiting, San Jose , Tax Manager - Individual / Fiduciary, Accounting, Auditing , San Jose, California