Senior Tax ManagerPelzner & Associates • Burlingame, CA, US
Senior Tax Manager
Pelzner & Associates • Burlingame, CA, US
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job_description.job_card.job_descriptionReview associates’ draft tax returns for accuracy and completeness. Ensure any necessary corrections or modifications are discussed and implemented before final submission. Approve completed associate tax return packages for final submission to the President / CEO for signature. Foster a collaborative environment and provide ongoing feedback to optimize associate performance. Tax Preparation and Planning : Conduct tax research and provide proactive tax planning advice to clients, helping them navigate complex tax laws and compliance requirements. Advise clients on a full spectrum of tax services, including tax strategies, deductions, allowances, and filing procedures. Analyze prior years’ tax filings for accuracy and make necessary adjustments or recommendations. Client Communication and Support : Work with clients to understand their taxable income, deductible expenses, and any changes in their financial circumstances that may impact tax obligations. Tax Filing and Compliance : Ensure compliance with federal, state, and local tax regulations, staying current on updates to tax laws and procedures. Collaboration : Assist in researching complex tax issues and recommend solutions to ensure clients receive accurate and optimal tax strategies. Bachelor’s degree in accounting, taxation, or a related field. Current CPA license (or equivalent certification) required. A minimum of 15 years of experience in tax preparation, planning, and accounting, including at least 3 years in a supervisory or management role. Expertise in preparing individual tax returns (Form 1040), K-1s, and business returns (LLCs, S-Corporations). Proficiency with tax preparation software (Lacerte preferred) and Microsoft Office Suite. Strong leadership, communication, and organizational skills. Excellent client management skills with the ability to manage multiple priorities simultaneously. Ability to conduct in-depth tax research and solve complex issues. Strong interpersonal skills and the ability to motivate and mentor a team. Highly self-motivated, with a proactive approach to problem-solving. Competitive salary and performance-based bonuses. Comprehensive health insurance benefits. Generous paid time off (PTO). Ongoing professional development and training opportunities. Modern office in Burlingame with free parking. Access to the latest technology and tax software. Direct client interaction and the opportunity to build strong, lasting relationships with an established client base.
Job Description
Job Description
About Pelzner & Associates :
Pelzner & Associates is a highly respected, by referral-only CPA firm with over 28 years of experience providing tax preparation and planning services for individuals, corporations, partnerships, trusts, and estates. We pride ourselves on building long-term relationships with our clients and maintaining a collaborative, professional environment for our team. We offer flexible hours and compensation based on experience.
Position Overview :
We are seeking a Senior Tax Manager to lead our tax department and oversee a team of 3 Tax Associates. This role will be responsible for preparing and reviewing tax returns for individuals and businesses, including corporations, S-Corporations, partnerships, and trusts. The Senior Tax Manager will also provide strategic tax planning, guidance, and general accounting support as needed. This position reports directly to the President / CEO.
Key Responsibilities :
- Leadership and Team Management :
Supervise and mentor a team of 3 Tax Associates, providing guidance on tax return preparation and review.
Prepare and review Federal and State income tax returns for individuals, S-Corporations, Limited Liability Companies (LLCs), and other entities.
Serve as a primary point of contact for clients, responding to inquiries and obtaining necessary documentation via phone, email, Zoom, or in person.
File tax returns and other required tax documents, including extensions and quarterly payments, using Lacerte Tax software.
Collaborate with other team members to ensure accurate tax return preparation and adherence to applicable tax laws and procedures.
Required Qualifications :
Benefits :
We look forward to hearing from qualified candidates who are ready to take on a leadership role and contribute to the continued success of our firm.
Company Description
Diverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.
Company Description
Diverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.
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Senior Tax Manager • Burlingame, CA, US
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