Tax Manager

Job Title: Tax Manager

Job Overview
The Tax Manager is a leadership role responsible for overseeing all aspects of client tax engagements. This position manages a portfolio of clients, ensures high-quality service delivery, and provides strategic tax planning and compliance services. The role requires advanced technical expertise, strong project management skills, and a commitment to mentoring and developing junior staff.

Perfect Timing is a temporary staffing agency and direct hire recruiting firm that serves clients throughout the entire San Francisco Bay Area. We've been helping companies hire and people find jobs in the Bay Area for almost 40 years. Based in San Rafael, we specialize in temp, temp-to-hire, and direct hire placements across administrative support, accounting, finance, healthcare, government, and nonprofit sectors. Please apply below.

Key Responsibilities

Engagement Management

• Manage multiple client tax engagements, ensuring timely completion and adherence to quality standards

Tax Preparation & Review

• Review complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates

Tax Planning & Strategy

• Develop and implement strategic tax plans to minimize client liabilities and identify tax-saving opportunities

Client Relations

• Serve as primary point of contact for clients
• Provide expert advisory support and build long-term client relationships

Technical Research

• Conduct in-depth tax research on complex issues
• Clearly communicate findings to clients and engagement teams

IRS & State Correspondence

• Manage and resolve tax authority notices, inquiries, and audit matters

Team Leadership & Development

• Mentor, train, and supervise tax staff and seniors
• Provide constructive feedback and support professional growth

Business Development

• Support partners in identifying and developing new client opportunities

Process Improvement

• Recommend and implement improvements to firm processes and technology to enhance efficiency

Qualifications

Education

• Bachelor’s degree in Accounting or a related field (required)
• Master’s degree in Taxation (preferred)

Certification

• Active and valid Certified Public Accountant (CPA) license (required)

Experience

• Minimum of 7+ years of progressive tax experience within a public accounting firm

Technical Expertise

• Strong knowledge of federal, state, and local tax laws and regulations
• Experience with individual, corporate, partnership, trust, and estate returns
• Proficiency with tax preparation software (e.g., CCH, ProSystem fx) and Microsoft Excel

Soft Skills

• Excellent communication, interpersonal, and writing skills
• Strong analytical, critical thinking, and problem-solving abilities
• Proven project and time management skills with the ability to manage multiple deadlines
• Demonstrated leadership capability with the ability to motivate and coach team members