Tax Manager

SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, the firm has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services, and industry specializations, SingerLewak demonstrates renowned industry leadership year-over-year.

Responsibilities

• 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 tasks related to client service and ensures assignments are accomplished within budgeted time.
• Actively participates 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 firm’s clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Ensures 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.
• 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 team members.

Qualifications

• At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• Strong technical and hands-on knowledge related to annual and quarterly tax provisions for public and private companies.
• Strong technical and hands-on knowledge of C corporation tax returns.
• Knowledge in taxation related to S corporations, partnerships, and individuals.
• Desire to advance to partner position.
• Willingness and ability to work overtime consistently during the tax season and occasionally outside of the tax season.
• 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.

Source location: San Jose, California
Category: Partnership Tax
Seniority: Manager