Tax Manager - San Francisco

Job Description

Job Description

It’s more than just numbers.

Miller Kaplan is a different kind of CPA firm; we believe in building a legacy yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!

Job Summary : The Manager in the Tax department is responsible for overseeing a client’s tax planning, preparation, and filing.

The Manager builds and maintains relationships with businesses and individuals to provide tax support or services.

Supervisory Responsibilities :

• Act as coach and mentor to all employees in the Tax department.
• Handle onboarding, training, discipline, and termination of employees in accordance with company policy.
• Oversee the daily workflow of the department.
• Provide constructive and timely performance evaluations.
• Provide oversight and direction to the employees in the Tax department.

Duties / Responsibilities :

• Assist with tax-related client issues, research, and transactions.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Compute taxes owed, follow tax form instructions and tax tables for federal, state, and / or international income tax compliance and planning.
• Handle federal, state and local tax audits & correspondence.
• Manage, coach, and train staff.
• Research tax laws for preparation of atypical returns or consulting engagements.
• Review and prepare complex income tax returns for individuals and businesses (Partnerships, C-Corps, S-Corps, Estates, Trusts, non-profits, etc.).
• Review and prepare quarterly tax estimates and year-end tax projections.
• Review financial records to determine forms needed to prepare return.
• Review tax provisions of corporations.
• Review and prepare quarterly tax estimates and year-end tax projections.
• Perform other related duties and projects as assigned.

Education and Experience : Required :

• Bachelor’s degree in Accounting, Taxation, or related field.
• CPA and or EA certification.
• Five years of experience in tax preparation of individual, pass-through entity, and corporate returns.

Preferred :

• Competence with GoSystems, Lacerte, or other tax software.
• Master’s degree in Accounting or Taxation.

Required Skills / Abilities :

• Able to manage multiple tasks and adapt to a fast-paced environment.
• Able to meet client deadlines and provide excellent client service.
• Committed to excellence and dedication, both internally and externally.
• Competence with tax compliance and research software.
• Detail oriented with strong analytical skills.
• Displays sound business and professional judgment.
• Excellent organizational and time management skills.
• Excellent written and verbal communication skills.
• Exercise sound business and professional judgment.
• High degree of self-motivation and self-investment.
• Proficient with Microsoft Office Suite or similar software.
• Willingness to learn and be challenged.

Physical Requirements :

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.

Benefits : LIFE :

LIFE :

• Competitive Salary : We value your dedication and hard work. We offer a competitive salary of $100,000-120,000 for this role.
• Generous Paid Time Off : Start with 20 days and watch it grow, plus 2 extra days annually for managers.
• Comprehensive Healthcare : Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.
• Flexible Spending Accounts & Health Savings Accounts : Manage healthcare expenses conveniently with a benefits debit card.
• Employee Assistance Program : Confidential support for personal or work-related challenges.

FAMILY :

• Hybrid & Remote Flexibility : Work-life balance matters! Enjoy flexibility based on your role.
• Insurance Benefits : Basic life insurance, voluntary life insurance, and long-term disability coverage.
• Dependent Care and Pet Insurance : Covering loved ones, furry or not, with flexible spending accounts and pet insurance.
• Bereavement Paid Time Off : Time to grieve and heal without work worries.
• Sabbatical and Personal Leave Options : Recharge and refocus with time off for personal needs.

BUSINESS :

• Social Events : Networking and unwinding at virtual and in-office firm social events.
• Referral Bonuses : Earn rewards for growing our team and client base.
• Commuter Benefits : Funds for transit and parking to ease your daily commute.
• Professional Development : Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.

DREAMS :

• Retirement Plans : Tailored 401(k) Profit Sharing Plan for your financial future.
• Support for Professional Certifications : Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses.
• Leadership Development and Mentorship : Personal and professional growth through mentorship programs.

Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support!

Miller Kaplan does not intend to hire job seekers who will need, now or in the future, Miller Kaplan sponsorship through the H-1B lottery, unless otherwise stated on the job posting.

All qualified applicants will receive consideration for employment at Miller Kaplan without regard to race, religious creed, color, ancestry, national origin, sex, gender (including gender identity and gender expression), age, mental or physical disability, medical condition, genetic information, sexual orientation, marital status, reproductive health decisions, military / veteran status, or any other legally protected status in accordance with state and / or federal law.

Miller Kaplan does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time.

Any referrals, resumes, or candidates submitted to Miller Kaplan or any employee or owner of Miller Kaplan without a pre-existing agreement signed by both parties covering the submission will be considered the property of Miller Kaplan and not subject to any fees or charges.

For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Miller Kaplan property and free of fees.

If you would like to inquire about referrals and or contracts, please reach out to [email protected].

All qualified applicants will receive consideration for employment at Miller Kaplan in accordance with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance regarding applicants with criminal histories and the SF Fair Chance Ordinance regarding applicants with arrest and conviction records.