Tax Manager, Individual Taxation - CPA or EA, CPA firm experience required

Tax Manager, Individual Taxation - CPA or EA, CPA firm experience required

Individual Tax Manager Position Available at Wheeler Accountants LLP

Advancement and opportunity await at Wheeler Accountants! Wheeler offers a fast-paced and exciting work environment with excellent opportunities for both personal and career growth. Wheeler is seeking a Tax Manager to join our team of growing professionals during this exciting growth phase in our firm. Potential candidates must be dedicated to a rewarding and successful career in public accounting and be focused on personal and professional growth.

About Wheeler :

We’re not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently. We’ve got the dynamic culture of a startup, with the stability and reputation of a five-decade old firm. We’re creative. We’re problem solvers. We’re calculated risk takers. We believe in having a healthy life-work integration, giving back to our community, and having fun. Consistently named a “Best Accounting Firms to Work For” by Accounting Today, we strive to create a unique and rewarding environment for all of our employees.

The Ideal Candidate will possess :

A passion for public accounting

A focus on career growth and a firm to grow with.

A high degree of technical competence and a strong sense of confidence in one’s own abilities.

6+ years Individual tax experience required. Estate & Trust experience is a plus.

The desire for an opportunity to be part of the growth and transition of a firm moving to the next level.

Keep the “big picture” view in mind at all times.

A proven track record of hard work and success – whether in work or other activities

Position Requirements :

CPA or EA License required

Undergraduate degree in Accounting preferred. Masters degree in Taxation is a plus

Minimum 6+ years’ experience working for a public accounting firm

Direct client contact with a focus on client satisfaction throughout engagements.

Managing projects and deadlines with open communication within the team

Mentoring & training senior and staff accountants in their roles

Benefits :

Competitive Bay Area salary, Salary range : $135,000 to $185,000. The pay range reflects the San Francisco Bay Area. Compensation will be adjusted based on geographic location.

Medical and Flex spending benefits

401(k) with employer match

22 paid holidays + PTO

Flexible work schedule

This position is available as a remote position

Locations :

San Jose, California or Remote within the United States

Wheeler Accountants, LLP is a full-service accounting firm providing tax, accounting, attest, and business advisory services. We are a top-rated firm located in San Jose, California. We are committed to our staff and clients alike. Recognized by Accounting Today as one of the Best CPA Firms to Work For, we offer a comprehensive benefits package, including hybrid or remote work options, to support work-life balance.

If your experience and work expectations align with our values, we want to hear from you.

Ready to make a change? Submit your resume today!

Are you legally eligible for employment in the United States?

Skills relevant to the position applying for?

What do you like about public accounting?

Why would you like to work for Wheeler Accountants LLP?

Describe a specific situation where you provided excellent client service recently. Why was this effective?

Describe a situation where you showed initiative recently. Why was this effective?

Please include any volunteer experience related to the job.

Provide the names of three professional references, whom you have known for at least one year.

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