Tax Manager

Company: Affinity Executive Search
Location: San Jose
Posted on: April 1, 2025

Job Description:

The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. The Manager makes decisions on all but the most unusual tax situations.

Responsibilities

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• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
  
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
  
• Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
  
• Performs all task related to client service and sees that assignments are accomplished within budgeted time.
  
• Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
  
• Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
  
• Assumes tax preparation responsibility for the more complex business returns.
  
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
  
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firms' clients.
  
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
  
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns.
  
• Adheres to accurate and timely billing and collection processes are made.
  
• Researches and evaluates tax preparation and tax research software for recommendation to partners.
  
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
  
• Supervisory Responsibilities:
  
• Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
  
• Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
  
• Participates in reviews and evaluations of the Tax Department.
  
  Qualifications
  
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  • At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
    
  • Minimum one (1) year experience supervising and directing work of tax preparers.
    
  • Bachelor's degree in accounting required, master's degree in taxation preferred.
    
  • A current and valid certified public accountant's license is required.
    
    
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Keywords: Affinity Executive Search, San Jose , Tax Manager, Executive , San Jose, California