What are the responsibilities and job description for the Tax Manager position at W3Global?
Full Job Description
Client is one of the largest regional accounting firms and has been serving individuals and organizations in Sacramento and throughout California since 1984. We offer audit, tax, and consulting services to a wide variety of clients including privately held businesses, non-profits, public entity risk pools, educational entities, governmental entities, and employee benefit plans. We're passionate about what we do and the clients we serve. We have been recognized by the Sacramento Business Journal as an A Employer. We're proud to share that Client has been honored as a 2024 "Best Places to Work" by the Sacramento Business Journal. Here at Client, we take pride in our "culture of caring" and by joining our team you will be able to experience it firsthand. Whether it's supporting our team, serving our clients, or giving back to our community, you'll be part of something special at Client.
We are currently seeking a Tax Manager to join the Client team. This individual should be a CPA, with at least 5 years of experience in public accounting, specifically taxation. We are seeking an individual with excellent analytical, problem-solving, and project-management skills. hybrid schedule of 3 days in the office and 2 days remotely each week
Responsibilities:*
Responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow.
Benefits: Client provides a comprehensive benefits package including medical, dental, vision, 401K with company match, paid life insurance and long-term disability, generous paid time off, and ten days paid holiday. The firm is also pleased to provide employees with a training budget for professional development and professional licensure. EOE
Benefits
Client is one of the largest regional accounting firms and has been serving individuals and organizations in Sacramento and throughout California since 1984. We offer audit, tax, and consulting services to a wide variety of clients including privately held businesses, non-profits, public entity risk pools, educational entities, governmental entities, and employee benefit plans. We're passionate about what we do and the clients we serve. We have been recognized by the Sacramento Business Journal as an A Employer. We're proud to share that Client has been honored as a 2024 "Best Places to Work" by the Sacramento Business Journal. Here at Client, we take pride in our "culture of caring" and by joining our team you will be able to experience it firsthand. Whether it's supporting our team, serving our clients, or giving back to our community, you'll be part of something special at Client.
We are currently seeking a Tax Manager to join the Client team. This individual should be a CPA, with at least 5 years of experience in public accounting, specifically taxation. We are seeking an individual with excellent analytical, problem-solving, and project-management skills. hybrid schedule of 3 days in the office and 2 days remotely each week
Responsibilities:*
Responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow.
- Assist partners with tax services including planning, research, and compliance.
- Prepare income tax returns for various entities and individuals. Demonstrate the ability to apply advanced tax and accounting concepts when providing tax planning or tax preparation services.
- Recognize potential problem areas in projects and discuss them with appropriate team members.
- Demonstrate a general understanding of the client's business to identify relevant tax issues. Suggest client tax planning ideas to the manager or partners.
- Interact with clients on tax return information, deadlines, and other compliance matters. Look for opportunities to provide additional services to clients.
- Act as the liaison between the partner, the client, and the professional staff.
- Prepare correspondence with IRS and state tax authorities.
- Develops and expands technical capabilities that require special training, experience, or knowledge.
- Managers develop and train staff and make associations to develop new business for the firm.
- A current CPA license with 5 plus years of experience in public accounting with increasing responsibility
- Must possess technical tax knowledge related to C Corporations, S Corporations, Partnerships, Individuals, accounting methods, property transactions, and tax research.
- Bachelor's degree (B.A.)
- Supervisory experience preferred
- Ability to develop and maintain strong client relationships
- Provides superior customer service
- Must have excellent interpersonal, oral, and written communication skills, as well as project management and analytical skills
Benefits: Client provides a comprehensive benefits package including medical, dental, vision, 401K with company match, paid life insurance and long-term disability, generous paid time off, and ten days paid holiday. The firm is also pleased to provide employees with a training budget for professional development and professional licensure. EOE
Benefits
- 401(k)
- 401(k) matching
- Bereavement leave
- Cell phone reimbursement
- Dental insurance
- Dependent care reimbursement
- Dependent health insurance coverage
- Disability insurance
- Employee assistance program
- Family leave
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Mileage reimbursement
- On-the-job training
- Paid sick time
- Paid time off
- Professional development assistance
- Profit sharing
- Retirement plan
- Travel reimbursement
- Vision insurance
- Volunteer time off
Salary : $99,000 - $121,500