Senior Tax Manager (Hybrid) - Awesome location

About Us

Morling and Company is a forward-thinking tax service and consulting firm committed to maximizing our clients' financial well-being through innovative and flexible strategies. We are dedicated to delivering measurable value, combining modern approaches with a client-centric focus. Our mission is to help our clients grow, manage, and prosper by offering creative, effective tax strategies while maintaining a commitment to work-life balance and social responsibility.

Why Work for Morling and Company

• Foster a team-oriented culture where collaboration, flexibility, and innovation are at the forefront.
• Provide employees with the freedom to work in a way that suits their lifestyle, with minimal in-office time required.
• Offer a clear path to partnership for those with a leadership mindset.
• Welcome and celebrate innovation and new ideas.

The Vision

• Charming life for a professional in our industry comes to life at Morling and Company.
• A dynamic, supportive team environment where your input and expertise are valued.
• A flexible work arrangement, including remote and hybrid options, with minimal in-office time required.
• A competitive salary range from $150,000 to $190,000 DOE.
• A comprehensive benefits package, including 401K with company match.
• Generous PTO and holidays.

Role Overview

As a Senior Tax Manager at Morling and Company, you will play a pivotal role in the continued growth of our tax services. You'll oversee tax engagements, collaborate with partners to develop business strategies, and mentor junior staff. This role is ideal for someone who is not only experienced in tax matters but also passionate about leading and shaping the future of the firm.

Key Responsibilities

• Oversee the planning and scheduling of tax engagements.
• Address complex tax issues and ensure high-quality work products.
• Provide business advice and develop tax strategies for privately held businesses and their owners.
• Calculate and analyze proprietary tax strategies.
• Collaborate with firm partners on business and tax planning strategies.
• Manage a client portfolio, ensuring their needs are met with precision and care.
• Mentor and provide feedback to tax staff, fostering their professional development.

Requirements and Qualifications

• Bachelor's degree in Accounting, Finance, or a related field (Master's degree in Taxation preferred).
• CPA or EA designation.
• Experience in a managerial role.
• Proficiency in corporate, individual, and/or partnership taxation.
• Strong organizational skills and the ability to communicate effectively with financially sophisticated clients.
• Must be local to the Bay Area.

Personal Attributes

• Commitment to excellence and clear communication.
• Team-oriented, capable of contributing to a strong, lean, and performance-driven culture.
• Ability to work with a diverse range of individuals and skill sets at both detailed and strategic levels.
• Strong written and oral communication skills, comfortable with public presentations.