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Tax Manager

Company: Sterling Freeman
Location: San Jose
Posted on: September 16, 2023

Job Description:

"We offer leading edge, high-touch tax advisory service to U.S. and International clients: corporate, tech, ultra and high net worth. A high-growth, but also well-managed environment where professional advancement is based on capability. Our culture is primed for career acceleration. We take pride in our energetic, creative atmosphere and are looking for top talent to build on that."

  • Review and prepare tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits.
  • Lead / Co-Lead client meetings to review tax planning strategies and projections.
  • Ability to manage work flow including multiple priorities, deadlines and budgets
  • Manage/Grow a book of Clients - identify & communicate ideas to improve client service, opportunities to expand services with clients with Partners
  • Develop Staff - recognize & communicate opportunities to improve firm culture, and staff development & retention with Partners -
    Tax Manager Qualifications & Requirements
    • MUST HAVE 6+ years current CPA Firm experience
    • MUST HAVE an active CPA or JD
    • Masters of Tax or LLM Tax preferred -
      Desired Soft Skills
      • Integrity, Intellectual Strength & Agility
      • History of being a passionate learner who welcomes skill-stretching opportunities.
      • Bring an Entrepreneurial point of point-of-view Tax Manager role.
      • Are an energized professional - seeking greater responsibilities and more autonomy with clients.
      • Have the passion & curiosity to look through the financials into the business, to identify potential opportunities for client gain.
      • Are engaging & thrive building relationships internally and externally. For immediate & CONFIDENTIAL consideration for this Tax Manager opportunity, please click APPLY or email
        - SterlingFreeman
        13+ years
        100% -CPA Firm Recruiting + M&A Consulting
        15,000+ CPA firms in our Network
        150,000+ Contacts in CPA Firms Everywhere

Keywords: Sterling Freeman, San Jose , Tax Manager, Executive , San Jose, California

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