Tax Manager

About the role

The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. This is a full-time, Exempt role based out of Folsom, CA. This position is a hybrid role if you are located near one of our offices.

Responsibilities

• Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback
• Review situations and transactions to determine federal, state and local filing requirements
• Analyze and respond to IRS, state, and local tax agency notices
• Participate in internal strategy discussions with clients and collaborate with their financial advisors
• Identify and resolve client tax related questions and issues
• Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
• Performs other duties as assigned

Qualifications

• BS/BA Degree, accounting preferred
• Valid CPA license
• 6+ years individual, trust and gift tax return preparation and review experience
• Proficiency in income tax planning and compliance
• Multi-state tax preparation/filing experience preferred
• Form 1041 Trust & Estate and Form 709 Gift return experience
• Strong Excel and other software skills
• Intuit Lacerte tax software experience preferred
• Excellent oral and written communication skills and attention to detail
• Strong interpersonal and client service skills
• Ability to handle multiple priorities, clients and tight deadlines

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

Pay

The base salary range for this role is $130,000-$180,000 per year depending on location and experience.