Senior Tax Manager (Hybrid) - Awesome location
About The Position
Morling and Company is a forward-thinking tax service and consulting firm committed to maximizing our clients' financial well-being through innovative and flexible strategies. We are dedicated to delivering measurable value, combining modern approaches with a client-centric focus. Our mission is to help our clients grow, manage, and prosper by offering creative, effective tax strategies while maintaining a commitment to work-life balance and social responsibility. The Senior Tax Manager will play a pivotal role in the continued growth of our tax services. You'll oversee tax engagements, collaborate with partners to develop business strategies, and mentor junior staff. This role is ideal for someone who is not only experienced in tax matters but also passionate about leading and shaping the future of the firm. If you are ready to level up your career, this is an opportunity for you.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field (Master's degree in Taxation preferred).
- CPA or EA designation.
- Experience in a managerial role.
- Proficiency in corporate, individual, and/or partnership taxation.
- Strong organizational skills and the ability to communicate effectively with financially sophisticated clients.
- Must be local to the Bay Area.
- Commitment to excellence and clear communication.
- Team-oriented, capable of contributing to a strong, lean, and performance-driven culture.
- Ability to work with a diverse range of individuals and skill sets at both detailed and strategic levels.
- Strong written and oral communication skills, comfortable with public presentations.
Nice To Haves
- Master's degree in Taxation
Responsibilities
- Oversee the planning and scheduling of tax engagements.
- Address complex tax issues and ensure high-quality work products.
- Provide business advice and develop tax strategies for privately held businesses and their owners.
- Calculate and analyze proprietary tax strategies.
- Collaborate with firm partners on business and tax planning strategies.
- Manage a client portfolio, ensuring their needs are met with precision and care.
- Mentor and provide feedback to tax staff, fostering their professional development.
Benefits
- 401K with company match
- Generous PTO and holidays
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1-10 employees
