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

Tax Manager and Sr Tax Manager

We are seeking a Tax Manager and Sr Tax Manager to join our client's dynamic tea...

Location

United States , Fort Worth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must have a minimum of 1-3+ years of experience in a managerial role within a CA firm or similar industry
Extensive experience with Partnership Tax, Corporate Tax both on the compliance and research and planning side
Proficiency in using Fastax or similar tax software is essential
Proven leadership skills with the ability to manage and guide a team effectively
Excellent communication and interpersonal skills to liaise with clients and team members
Strong analytical and problem-solving abilities for effective tax planning and research
Must have a thorough understanding of tax laws and regulations
A certified public accountant (CPA) or similar detail oriented certification is highly preferred
Must possess strong organizational skills and the ability to manage multiple tasks simultaneously
Proven track record of successfully handling and resolving tax-related issues

Job Responsibility

Review federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts
Oversee the planning and scheduling of engagements to ensure quality of work product
Manage teams of senior and staff accountants, providing both formal and informal feedback
Monitor workflow and communicate progress to partners
Develop business with both existing and new clients, maintaining strong client relationships
Advise clients on income tax issues and related tax planning
Maintain proficiency in the taxation of partnerships, limited liability companies, and other similar flow-through entities
Stay knowledgeable about corporate tax issues, including tax provisions
Understand and advise on international tax issues - CFC's and PFIC's, ECI, and FDAP
Have a thorough understanding of both accounting and income tax compliance issues associated with private equity

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

US Tax Senior Manager

Our client is one of Europe’s largest independent US tax firms providing service...

Location

Switzerland , Zurich

Salary:

Not provided

International Tax Search

Expiration Date

Until further notice

Requirements

Bachelor’s degree and or Master’s degree in Accounting, Taxation or a related field
technical expertise in the field of federal taxation and multi-state returns Corporations, partnerships, high net worth individuals, trusts & estates is beneficial
10-15 years of experience in taxation and public accounting
active CPA / EA license
experienced leader, who envisions new opportunities and provides leadership with suggestions for positive change
Fluent in English
meet Swiss legal working requirements, including EU citizens with the right to work in Switzerland who are looking to relocate

Job Responsibility

Working with clients who are HNWI’s and Entrepreneurs
dealing with a wide spectrum of US tax issues faced by professionals and high net worth individuals, including OVDI, CFC’s, PFIC’s, Multi Year filers and Americans entering the Tax compliance system for the first time

What we offer

Competitive salary
Benefits
Bonuses
Commissions
discretionary bonus scheme
private medical insurance
company pension plan
life insurance
commission scheme for new work generated
supportive and collegiate working environment where personal and professional development is encouraged

Fulltime

Tax Manager - Public

We are seeking a Tax Manager - Public to join our team in Houston, Texas. This r...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, or a related field
Advanced degree in Taxation or Certified Public Accountant (CPA) designation highly desirable
Minimum of five years of experience in a public accounting firm or a similar setting
Proficiency in preparing and reviewing individual tax returns
Strong understanding of federal, state, and local tax codes and regulations
Demonstrated ability to manage multiple clients and meet strict deadlines
Excellent communication skills, both written and verbal
Proficient in using tax preparation and accounting software
Strong analytical and problem-solving skills
High level of integrity and professionalism

Job Responsibility

Oversee and manage all tax operations in compliance with relevant tax laws
Prepare and review individual tax returns
Develop tax strategies to optimize tax liabilities and ensure compliance with tax regulations
Provide guidance on tax implications of business investments and transactions
Coordinate with internal teams and external tax agencies and professionals
Stay up-to-date with industry trends and tax law developments
Implement and maintain the company's tax strategy
Evaluate tax regulations and suggest policies that diminish tax burden
Handle tax audits and resolve tax notices in a timely manner
Collaborate with internal and external auditors during financial and tax audits

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Tax Manager

Robert Half is hiring for a Tax Manager position in Portland, Maine. The role in...

Location

United States , Portland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's or Master's Degree in Accounting / Taxation or related field
5+ years experience working in public accounting / CPA firm - required
CPA -or- EA required
Leadership experience - does not manage staff, but oversees tax return process (review/sign-off)
Solid understanding of tax for both individuals and small business returns

Job Responsibility

Oversees tax return process
Reviews and signs off on tax returns

What we offer

Free Parking
Health
Dental
401k with match
Extra days off in the summer for work life balance
Remote or hybrid schedule options

Fulltime

Experienced Tax Manager

The Experienced Tax Manager is responsible for larger more complex tax engagemen...

Location

United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL

Salary:

110000.00 - 135000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

CPA certification
Accountability
Analytical and Problem Solving skills
Commitment to Excellence in Client Service
Executes for Results
Time Management
Business development results (Selling, cross-selling, marketing)
Own means of transportation
Regular same day travel for work at client’s facilities, meetings, and seminars is required using personal vehicle
On a rare occasion, out-of-town travel with overnight stay for work at clients, meetings or seminars is required using personal vehicle

Job Responsibility

Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures
Coordinate various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements
Provides supervision and on-the-job training to staff by offering guidance, direction, and constructive feedback
Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved
Manage and guide staff on their day-to-day activities including budgeting
Review and manage the preparation of the tax returns in a variety of client service areas with an emphasis on high-net-worth individual income taxation, pass through entities
Build and maintain client relationships and manage all aspects of the client engagement process
Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes
Research tax law and consult on tax technical questions
Plans and manages responsibilities and resources to achieve assigned objectives

Fulltime

Tax Senior Manager

Location

United States , Plantation

Salary:

125000.00 - 175000.00 USD / Year

Smolin, Lupin & Co., LLC

Expiration Date

Until further notice

Requirements

CPA preferred
7-10 years of public accounting experience with a focus on tax
Strong technical knowledge and experience with federal, state, and local tax regulations
Proven leadership and team management skills
Bachelor’s degree in Accounting
Master’s in Taxation preferred
Proficiency in tax software (CCH Axcess, ProSystem fx) and Microsoft Office

Job Responsibility

Lead and manage complex tax engagements for corporations, partnerships and high-net-worth individuals
Provide strategic tax planning and consulting services to clients across various industries
Manage client relationships and the entire engagement, including quoting of engagements, billing, preparation of invoices
Review and approve tax returns prepared by managers and staff
Conduct technical tax research for staff and supervisors
Draft memoranda on complex issues
Prepartion of invoices
Be a technical resource for staff and supervisors
Manage team conflicts
Supervise and develop managers, tax staff, and mentor our growing team

Tax Manager

We are a Business Management firm that manages finances for musicians, songwrite...

Location

United States , New York City

Salary:

120000.00 - 140000.00 USD / Year

PS Business Management LLC

Expiration Date

Until further notice

Requirements

Maintains confidentiality in all aspects of position
Maintains the ability to use grammatical, spelling and punctuation skills effectively
Must have excellent organizational skills and the ability to multi-task
Possesses excellent interpersonal skills as well as a cooperative and dependable personality
Bachelor’s degree in Accounting or Finance, and/or Masters in Taxation (required)
CPA or EA certification or eligibility to sit for the CPA exam (preferred)
7+ years of relevant tax experience in public accounting or corporate tax department
Proficiency in supervising and motivating team members
Strong knowledge of tax preparation software, preferably CCH Axcess
Strong writing skills to deal with tax notices and audits

Job Responsibility

Review/Prepare Business and Individual tax returns and quarterly projections
Provide daily communication with Tax Director and Business Managers on ongoing client and tax department developments
Provide day-to-day guidance and oversight to Tax team preparers and interns
actively promote and recognize performance
Coordinate all IRS and state income tax audit examinations
Analyze financial statements and provide guidance on adjusting entries
Assist with research and special projects as needed
Participate in the interviewing, hiring, and training of new staff members

Tax Manager

Location

United States , Plantation

Salary:

110000.00 - 150000.00 USD / Year

Smolin, Lupin & Co., LLC

Expiration Date

Until further notice

Requirements

CPA preferred
5-8 years of public accounting experience with a focus on tax
Strong technical knowledge and experience with federal, state, and local tax regulations
Proven leadership and team management skills
Bachelor’s degree in Accounting
Master’s in Taxation preferred
Proficiency in tax software (CCH Axcess, ProSystem fx) and Microsoft Office

Job Responsibility

Oversee tax compliance, planning, and manage complex tax returns for corporations, partnerships, individuals, and trusts
Provide strategic tax planning and consulting services to clients across various industries
Maintain a client list and manage client relationships
Research and resolve complex tax issues and stay current on tax law changes
Assist in business development, proposal preparation, quoting, draft invoices for services, complete billing, and manage the entire engagement
Implement and oversee budgets
Supervise, manage, train, and mentor tax staff and seniors
Assist in business development and proposal preparation, participate in the firm enhancement, marketing efforts, and various projects and initiatives beyond core responsibilities

Tax Manager, Individual Taxation

Wheeler Accountants LLP

Location:
United States , San Jose

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 13, 2025

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Job Posted:
December 13, 2025