Tax Manager, Individual Taxation Job at Wheeler Accountants LLP (San Jose)

Tax Manager/Senior Tax Manager - Trusts & Estates

Well respected Public Accounting Firm with a 30+ year history in the Concord, MA...

Location

United States , Concord

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CPA ideally but not mandatory
8+ years of public accounting tax experience
Strong expertise in fiduciary, estate, gift, and high-net-worth individual taxation
Excellent technical, analytical, and client service skills

Job Responsibility

Prepare Forms 1041, 706, 709 and complex 1040 returns, depending on skill level reviewing returns also possible
Advise clients on trust, estate, gift, questions
Research complex tax issues and provide technical guidance
Serve as a client contact and manage multiple engagements
Mentor, train, and review the work of tax staff and seniors
Collaborate with attorneys, financial advisors, trustees, and executors

What we offer

100% paid Health Benefits
4-day workweek offseason (June - Sept)

Private Client Tax Manager

Brook Street Recruitment is delighted to be partnering with a well-established a...

Location

United Kingdom , Belfast

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

A professional qualification such as ACA, ACCA, ATT or CTA
Strong personal tax experience gained within an accountancy practice environment
Excellent technical knowledge of private client taxation
Strong communication and relationship-building skills
The ability to manage multiple priorities and work independently
A proactive and client-focused approach
Strong IT and organisational skills

Job Responsibility

Managing a portfolio of private clients and high-net-worth individuals
Overseeing personal tax compliance matters and ensuring deadlines are met
Providing tax planning and advisory services tailored to clients' needs
Building and maintaining strong client relationships
Identifying tax-saving opportunities and advising on complex tax matters
Supporting and mentoring junior team members
Collaborating with partners and colleagues across the wider business

What we offer

Opportunity to join a highly regarded and growing accountancy practice
Exposure to a varied and interesting client portfolio
Supportive and collaborative working environment
Genuine opportunities for career progression and professional development
Competitive salary and benefits package

New

Tax Manager

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active CPA or EA
Demonstrated experience preparing and reviewing complex individual income tax returns
Strong understanding of federal and multi-state taxation principles
Excellent organizational abilities with outstanding written, verbal, and interpersonal communication skills

Job Responsibility

Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans
Prepare and review complex federal and state tax returns for high-net-worth individuals
Review trust, partnership, and S corporation tax returns for accuracy and compliance
Identify tax planning opportunities, potential issues, and areas requiring follow-up
Respond to tax-related questions from clients and advisory teams throughout the year
Maintain accurate documentation while supporting efficient tax processes and quality standards
Mentor and support junior team members as the tax department continues to grow

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan

Fulltime

New

Tax Manager

Robert Half is partnering with an established and rapidly growing Registered Inv...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Current CPA
Demonstrated experience preparing and reviewing complex individual income tax returns
Strong understanding of federal and multi-state taxation principles
Excellent organizational abilities with outstanding written, verbal, and interpersonal communication skills

Job Responsibility

Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans
Prepare and review complex federal and state tax returns for high-net-worth individuals
Review trust, partnership, and S corporation tax returns for accuracy and compliance
Identify tax planning opportunities, potential issues, and areas requiring follow-up
Respond to tax-related questions from clients and advisory teams throughout the year
Maintain accurate documentation while supporting efficient tax processes and quality standards
Mentor and support junior team members as the tax department continues to grow

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Fulltime

Senior Tax Manager

Financial Solution Advisors is seeking an experienced Senior Tax Manager to join...

Location

United States , Jacksonville

Salary:

100000.00 - 130000.00 USD / Year

Florida Institute of CPAs (FICPA)

Expiration Date

Until further notice

Requirements

Active Florida CPA license required
7+ years of progressive public accounting tax experience
Strong experience with pass-through entities, corporations, trusts, and individual taxation
Demonstrated ability to manage multiple engagements and deadlines
Excellent client relationship and business development skills
Experience supervising, mentoring, and developing professional staff
Experience with UltraTax or similar tax software preferred

Job Responsibility

Provide strategic tax planning and consulting services to business and individual clients
Review complex federal and state tax returns, ensuring technical accuracy and compliance
Serve as a technical resource for staff and clients on advanced tax matters
Manage a portfolio of business and high-net-worth clients
Mentor, coach, and develop tax professionals
Participate in practice development and strategic growth initiatives
Build and strengthen relationships with referral sources and centers of influence
Monitor engagement budgets, deadlines, and client service expectations
Represent clients before federal, state, and local tax authorities when necessary

What we offer

Annual performance bonus opportunities
Hybrid and flexible work arrangements
Medical, dental, and vision insurance
401(k) with company match
Generous PTO and paid holidays
CPA license and continuing education reimbursement
Professional development and leadership training

Fulltime

Tax Manager

We are looking for an experienced Tax Manager to join a public accounting team i...

Location

United States , Myrtle Beach

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience in public accounting with a focus on tax management and client service
Strong knowledge of annual income tax provision processes and related tax reporting requirements
Hands-on experience preparing or reviewing corporate, partnership, trust, and individual tax returns
Proficiency with CCH ProSystem fx and familiarity with sales tax compliance tools
Understanding of entity formation and the tax implications associated with business structures
Ability to manage competing priorities, review detailed work accurately, and meet filing deadlines

Job Responsibility

Oversee the preparation and review of federal, state, and local tax filings for corporations, partnerships, trusts, and related individual returns
Manage annual income tax provision work and help ensure reporting is completed in accordance with applicable standards and deadlines
Prepare and review corporate tax returns while identifying issues, opportunities, and areas requiring further analysis
Support sales and use tax compliance activities, including filings, research, and resolution of tax-related questions
Advise clients on entity structure and formation matters to align tax considerations with operational goals
Use CCH ProSystem fx and related tax software to maintain accurate filings, workpapers, and client records
Provide guidance on pass-through taxation matters, including returns connected to partnerships, trusts, and individual stakeholders
Coordinate multiple client engagements, maintain timelines, and communicate clearly regarding tax positions, filing requirements, and next steps

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Tax Manager

We are looking for an experienced Tax Manager to join a growing public accountin...

Location

United States , Spokane Valley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active CPA license is required
At least 5 years of progressive public accounting tax experience, including significant responsibility for reviewing complex returns
Strong expertise in partnership taxation as well as corporate tax compliance
Advanced tax research skills using authoritative guidance, regulations, case law, and specialized research platforms
Experience working with layered ownership structures, multiple related entities, and intercompany activity
Ability to balance competing priorities and deliver accurate work in a deadline-driven environment

Job Responsibility

Review intricate tax filings for individuals, partnerships, and corporations, ensuring completeness, accuracy, and alignment with current tax rules
Analyze federal, state, and local tax requirements and apply them to client situations to support compliance and identify advantageous tax positions
Conduct in-depth research on technical tax issues, including partnership allocations, basis matters, distributions, and multistate corporate filing considerations
Lead tax planning efforts related to entity selection, transaction structuring, and strategies designed to reduce tax exposure for clients
Act as a subject matter resource for complex engagements by interpreting regulatory developments and advising team members on technical positions
Manage multiple tax engagements at once, keeping work on schedule and maintaining firm standards for quality and risk management
Oversee the review process for client deliverables and contribute to decisions involving engagement risk, scope, and readiness for final approval
Communicate directly with clients to explain tax implications, address compliance concerns, and recommend practical solutions tied to business objectives

What we offer

Medical/Dental/Vision - 100% paid for employee
HSA account
Life insurance
401k plan + match
4 weeks PTO + paid holidays
Continuing Education
Onsite gym facilities

Fulltime

Tax Manager - Public

We are looking for an experienced Tax Manager to join a growing public accountin...

Location

United States , Spokane Valley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active CPA license is required
At least 5 years of progressive public accounting tax experience, including significant responsibility for reviewing complex returns
Strong expertise in partnership taxation as well as corporate tax compliance
Advanced tax research skills using authoritative guidance, regulations, case law, and specialized research platforms
Experience working with layered ownership structures, multiple related entities, and intercompany activity
Ability to balance competing priorities and deliver accurate work in a deadline-driven environment

Job Responsibility

Review intricate tax filings for individuals, partnerships, and corporations, ensuring completeness, accuracy, and alignment with current tax rules
Analyze federal, state, and local tax requirements and apply them to client situations to support compliance and identify advantageous tax positions
Conduct in-depth research on technical tax issues, including partnership allocations, basis matters, distributions, and multistate corporate filing considerations
Lead tax planning efforts related to entity selection, transaction structuring, and strategies designed to reduce tax exposure for clients
Act as a subject matter resource for complex engagements by interpreting regulatory developments and advising team members on technical positions
Manage multiple tax engagements at once, keeping work on schedule and maintaining firm standards for quality and risk management
Oversee the review process for client deliverables and contribute to decisions involving engagement risk, scope, and readiness for final approval
Communicate directly with clients to explain tax implications, address compliance concerns, and recommend practical solutions tied to business objectives

What we offer

Medical/Dental/Vision - 100% paid for employee
HSA account
Life insurance
401k plan + match
4 weeks PTO + paid holidays
Continuing Education
Onsite gym facilities

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Tax Manager, Individual Taxation

Job Description

Requirements

Nice to have

What we offer

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