Tax Manager
At a glance
Manager-level Tax role at Candidate Experience site (CX). Oakland · full-time · $116,000–$151,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Guide tax staff by sharing expertise, helping them learn, and supporting their development
- Coordinate with wealth advisors to put tax approaches into clients’ wider financial plans
- Serve as a steady client contact, advising on planning and compliance and building trusted relationships
- Check and sign individual, fiduciary, and small-business returns, keeping accuracy and client objectives in view
- Coordinate estimates, projections, and year-end planning while improving workflows and communicating through client documents
What you bring
- You hold an active CPA or EA license
- You bring five to seven years in public accounting, focused on preparing federal individual, fiduciary, and small-business returns
- You have strong analytical and communication skills, work well with a team, and can deliver quality work to tight deadlines
- You have used tax software and are proficient with Microsoft Office
Who this fits
This manager role suits an experienced public-accounting tax professional who can advise clients and support the growth of tax staff. The position is based in Oakland.
From the employer
What you will do:
Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment
Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans
Build strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs
Review and sign complex tax returns—individual, fiduciary, and small business—with attention to accuracy and alignment with client goals
Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
Contribute to process improvements by identifying efficiencies and supporting the adoption of new tools and workflows
Communicate clearly and effectively through client emails, technical memos, and planning documents
Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding
What you need to have:
- Ability to work and deliver the quality product under tight timeframes
- Excellent communication skills must be a team player
- Strong analytical skills
- Proficiency in Microsoft Office
- Experience in tax software
- Active CPA or EA license is required
- A master’s degree in taxation or MBA is preferred
- Five to seven (5-7) years of recent experience in public accounting, with a focus on preparing federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships)
- Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates preferred
The base annual salary range for this role is $116,000 - $151,000, plus, a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.