The Agency Recruiting
Job Title:
Senior Tax Manager / Tax Director (Path to Partner) Location:
San Francisco Bay Area (Multiple Locations: DT SF, East Bay, San Mateo & Palo Alto) About Us:
A leading accounting firm in the San Francisco Bay Area, offering comprehensive accounting, tax, and consulting services to a diverse clientele. Our team is dedicated to providing exceptional client service, fostering a collaborative and supportive work environment, and supporting the professional growth of our team members. Been consistently named a Best Place to Work 10 years in a row, is listed as a Fastest Growing Private Company, and has been named one of the Top Accounting Firms in the San Francisco Bay Area. Position Summary:
As a Senior Tax Manager / Tax Director, you will play a crucial role in overseeing the tax department, managing client relationships, and providing strategic tax planning and advisory services. This position offers a unique opportunity for growth, with a clear path to becoming a partner in the firm. The ideal candidate will have a strong background in tax, excellent leadership skills, and a commitment to delivering high‑quality client service. Key Responsibilities:
* Client Management:
* Develop and maintain strong client relationships, acting as a trusted advisor on tax‑related matters. * Lead client engagements, including tax planning, compliance, and consulting services for individuals, corporations, partnerships, and other entities. * Provide proactive tax planning and strategic advice to clients to minimize tax liabilities and maximize financial outcomes.
* Technical Expertise:
* Stay current with changes in tax laws and regulations, ensuring compliance and identifying opportunities for clients. * Review and sign off on complex tax returns and other deliverables prepared by the tax team. * Provide technical guidance and mentorship to junior staff, fostering their professional development.
* Team Leadership:
* Manage and mentor a team of tax professionals, providing training, feedback, and performance evaluations. * Collaborate with other departments and partners to deliver integrated services to clients. * Foster a positive and inclusive work environment that encourages teamwork and continuous improvement.
* Business Development:
* Identify and pursue new business opportunities, contributing to the growth of the firm. * Participate in networking events, industry associations, and community activities to enhance the firm's visibility and reputation. * Develop and implement marketing strategies to attract and retain clients.
* Operational Excellence:
* Oversee the efficiency and effectiveness of the tax department's operations, ensuring high‑quality service delivery. * Implement best practices and process improvements to enhance productivity and client satisfaction. * Manage budgets, billing, and profitability for the tax department.
Qualifications:
* CPA license required * Minimum of 7-10 years of experience in public accounting with a focus on tax. * Proven track record of managing client relationships and delivering exceptional client service. * Strong technical knowledge of federal, state, and local tax laws and regulations. * Excellent leadership and management skills, with the ability to mentor and develop staff. * Outstanding communication and interpersonal skills. * Strategic thinker with strong analytical and problem‑solving abilities. * Business development experience and a growth mindset.
Benefits:
* Competitive salary and performance‑based bonuses. * Comprehensive benefits package, including health, dental, vision, and retirement plans. * Generous paid time off and flexible work arrangements. * Continuing education and professional development opportunities. * Supportive and collaborative work environment. * Clear path to partnership with mentorship and guidance from current partners.
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* Client Management:
* Develop and maintain strong client relationships, acting as a trusted advisor on tax‑related matters. * Lead client engagements, including tax planning, compliance, and consulting services for individuals, corporations, partnerships, and other entities. * Provide proactive tax planning and strategic advice to clients to minimize tax liabilities and maximize financial outcomes.
* Technical Expertise:
* Stay current with changes in tax laws and regulations, ensuring compliance and identifying opportunities for clients. * Review and sign off on complex tax returns and other deliverables prepared by the tax team. * Provide technical guidance and mentorship to junior staff, fostering their professional development.
* Team Leadership:
* Manage and mentor a team of tax professionals, providing training, feedback, and performance evaluations. * Collaborate with other departments and partners to deliver integrated services to clients. * Foster a positive and inclusive work environment that encourages teamwork and continuous improvement.
* Business Development:
* Identify and pursue new business opportunities, contributing to the growth of the firm. * Participate in networking events, industry associations, and community activities to enhance the firm's visibility and reputation. * Develop and implement marketing strategies to attract and retain clients.
* Operational Excellence:
* Oversee the efficiency and effectiveness of the tax department's operations, ensuring high‑quality service delivery. * Implement best practices and process improvements to enhance productivity and client satisfaction. * Manage budgets, billing, and profitability for the tax department.
Qualifications:
* CPA license required * Minimum of 7-10 years of experience in public accounting with a focus on tax. * Proven track record of managing client relationships and delivering exceptional client service. * Strong technical knowledge of federal, state, and local tax laws and regulations. * Excellent leadership and management skills, with the ability to mentor and develop staff. * Outstanding communication and interpersonal skills. * Strategic thinker with strong analytical and problem‑solving abilities. * Business development experience and a growth mindset.
Benefits:
* Competitive salary and performance‑based bonuses. * Comprehensive benefits package, including health, dental, vision, and retirement plans. * Generous paid time off and flexible work arrangements. * Continuing education and professional development opportunities. * Supportive and collaborative work environment. * Clear path to partnership with mentorship and guidance from current partners.
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