Tax Manager
At a glance
Manager-level Tax role at Advantage Group. Walnut Creek · full-time · no salary stated · we estimate $97,763–$150,000 across the United States.
Advantage Group has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Shape tax plans for closely held businesses, using tax rules and standards to recommend approaches for clients
- Review tax returns for technical accuracy and soundness
- Work with partners, clients and senior accountants to explain tax problems and reach resolutions
- Build client relationships through the tax work and help those connections grow
What you bring
- A bachelor's or master's degree in accounting or a related area
- A current CPA or EA license
- Strong technical tax experience, including research on complex issues and quick resolution of unusual concerns
- Experience using CCH, Lacerte or another listed accounting or tax platform
Who this fits
This manager role suits someone with strong tax judgment who can communicate clearly and build lasting client relationships. The position is hybrid in the Concord, Pleasant Hill or Walnut Creek area.
From the employer
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally.
We have established deep relationships, some lasting over 20 years, with real decision makers.
We offer long term opportunities along with a real understanding of the companies that we represent.
We will provide insight and information ensuring that you are making the right decision about the right opportunity for you. We are as committed to and passionate about your success as we are about the companies that we represent.
This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation.
It will be integral to the tax planning of closely held businesses and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations.
Responsibilities will include the technical review of tax returns while collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that client relationships are fostered and grow.
- Has earned a Bachelor’s, or Masters, degree in accounting or related field of study
- Is a licensed CPA or EA
- Has performed exceptionally in environments that required high level of technical tax proficiency
- Is experienced with and ability to research complex tax issues
- Has a depth of experience which lends itself to the ability rapidly resolve unique issues and concerns in creative ways
- Is able to establish, maintain and grow relationships with clients
- Is an excellent verbal and written communicator
- Experience with recognized Accounting/Tax software (CCH, Larcerte)
- This company offers an excellent array of benefits, real long term stability and career progression.
- This is a hybrid role.
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