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

Reposted 2 Months Ago
2 Locations
In-Office or Remote
135K-185K Annually
Senior level
Professional Services • Financial Services
The Role
The Tax Manager will manage individual tax clients, mentor accountants, and ensure client satisfaction, requiring 6+ years of public accounting experience.
Summary Generated by Built In

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 mind on keeping clients satisfied throughout the engagement.
Managing projects and deadlines with open communication with members of the assigned team
Mentoring & and training our 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 for each candidate based on their 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 as committed to our staff as we are to our clients. We take culture seriously – recognized by Accounting Today as one of the Best CPA Firm to Work For several years. We offer a comprehensive benefits package, including option to work Hybrid or Remote, because we understand our professionals can manage work best when given the freedom to balance and enjoy life outside of an office.

If you believe that your experience and work expectations align with our commitment to our employees, we want to hear from you.

Ready to make a change? Submit your resume today! 

Skills Required

  • CPA or EA License
  • Undergraduate degree in Accounting preferred
  • 6+ years individual tax experience
  • Experience working for a public accounting firm
  • Direct client contact experience
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The Company
HQ: San Jose, California
57 Employees
Year Founded: 1950

What We Do

The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our clients. We "solve for accounting"​. WCPA serves a wide variety of individuals and businesses; from high-net worth individuals running public companies to small business owners and individuals looking for financial and tax advice. WCPA has the professionalism, technical knowledge, resources, and commitment to excellence necessary to help you navigate the financial landscape. WCPA is the largest tax preparation firm in the Silicon Valley and has been named one of Accounting Today's (as LMGW) "Best Accounting Firms to Work"​ six times

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