Tax Senior (TS-MHN) - Redwood City, CA

The Role

The Tax Manager will be responsible for understanding the financial implications of transactions that comply with all tax regulations. A successful candidate will have a strong background in accounting, tax laws, and corporate structure. This is a great opportunity for anyone looking for an exciting tax career, which is often perceived as both stable and lucrative.

Core Responsibilities

• Prepare federal and state individual tax returns and work papers for high-net-worth individuals, multi-generational families, and other specialty areas of the firm.
• Recognize the required information from client's tax documents and convert it into part of tax work papers.
• Communicate with clients to acquire additional tax information and clarify the confusion.
• Prepare quarterly and annual tax provision calculations to generate estimated amounts of deferred tax assets, deferred tax liabilities, and valuation allowances.
• Committed to best practices of the firm and consistently demonstrated ethical behavior.

Education and Qualifications

• A Master's degree or foreign equivalent in Accounting, Business Administration, Finance, or related field.
• 1-year of experience in the field offered or related occupation.
• Will accept a bachelor's degree and 3-years of experience in place of MS+1.
• Must successfully pass a background check.
• Must be currently authorized to work in the United States full-time.

Essential Functions

• Prepare federal tax forms and related schedules.
• Prepare quarterly estimated federal and state income tax payments.
• Prepare federal and state corporate, partnership, trust, and S-Corp tax returns and work papers.
• Prepare foreign informational tax forms for both domestic and international clients.
• Perform year-end tax planning for high-net-worth individuals and other specialty areas of the firm.
• Generate resident and non-resident state tax forms and create reconciliation work papers.
• Record adjusting journal entries (AJE) to adjust client-provided financials to the correct amounts.
• Research on unfamiliar topics by utilizing third-party software, including Thomson Reuters Checkpoint, Bloomberg BNA, etc. Create memos to summarize research results and save them in the firm's system for future use.
• Book tax journal entries to adjust the book balance to the tax balance reported on tax returns.
• Conduct special projects as requested by the supervisor.
• Accomplish objectives by supervising and coaching staff and organizing and monitoring work processes.
• Plan, monitor, and appraise job results.
• Keep track of schedule by updating the firm-provided Excel spreadsheet and third-party scheduling software (XCM).
• Participate in tax update seminars and read newsletters and articles.

Experience

• Experience working with closely held companies, investment/private equity, professional services, distribution companies, and/or non-profit organizations is a plus.
• Excellent business skills and appropriate industry knowledge
• Keep current on applicable professional standards.
• Strong skills and experience with Word, Outlook, Excel, QuickBooks.

Knowledge, Skills, and Abilities

• Improve skill in using tax software (Go System RS) and contact vendor to resolve any issues or bugs on the software.
• Manage own schedule and job priorities and communicate status to manager.
• Maintain a thorough understanding of deadlines for different types of tax returns.
• Keep abreast of current tax developments and effectively apply tax knowledge to client situations.
• Attend firm-provided CPE events covering various topics, including taxation, soft skills, computer software, etc.
• Proficient with technology related to accounting and research software.
• Strong project management, organization, and analytical skills.
• Extremely detail-oriented.
• Excellent verbal and written communication skills...

Working Conditions

• Be able to work overtime and weekend hours during peak busy periods to meet deadlines and partner and client expectations.

Health

• Generous healthcare benefits.
• Several options are available to cultivate a comprehensive health coverage plan that fits your needs.

Happiness

• Meaningful assignments with direct client contact.
• Exposure to ultra-high-net-worth clientele.
• Complex and interesting work.

Beyond

• Sophisticated training courses.
• Ongoing professional development programs.
• Rewarding mentor relationships.

Benefits

• HMO.
• PPO.
• HAS.
• Dental.
• Vision.
• Long- and short-term disability.
• Life Insurance.
• Retirement plan.
• Maternity and Paternity Leave.
• Flexible Spending Account.
• Adoption Assistance.