Tax Manager

Posted Yesterday
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Sacramento, CA, USA
Hybrid
Senior level
Professional Services
The Role
Manage multiple tax projects and client engagements, including tax planning, research, compliance, return preparation, IRS correspondence, workflow coordination, and client communication. The Tax Manager applies advanced tax knowledge across corporations, partnerships, individuals, accounting methods, and property transactions; supervises and develops staff; supports partners; identifies client service opportunities; and contributes to business development.
Summary Generated by Built In

Do you love public accounting and want to join a team that will encourage your professional growth and afford you the opportunity to work with a diverse client base? Would you appreciate being a part of a firm that truly values your efforts and contributions? Supportive. Motivating. Inclusive. Approachable. These aren’t just words to us, they’re the foundation of our culture.

As the largest locally owned firm in Sacramento, Gilbert CPAs has proudly served individuals and organizations throughout the state since 1984. We provide audit, tax, and consulting services to a broad range of clients, including nonprofits, privately held businesses, public entity risk pools, educational and governmental organizations, and employee benefit plans.  We’re passionate about the work we do, the clients we serve, and we’re proud to have been recognized by the Sacramento Business Journal as one of Sacramento’s Best Places to Work.

We are currently seeking a Tax Manager to join the Gilbert CPA team.  This individual should be a CPA with at least 5 years of experience in public accounting, specifically taxation. We are seeking an individual with excellent analytical, problem-solving, and project-management skills.

Responsibilities:

 

Responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow.


  • Assist partners with tax services, including planning, research, and compliance.
  • Prepare income tax returns for various entities and individuals. Demonstrate the ability to apply advanced tax and accounting concepts when providing tax planning or tax preparation services.
  • Recognize potential problem areas in projects and discuss them with appropriate team members.
  • Demonstrate a general understanding of the client's business to identify relevant tax issues. Suggest client tax planning ideas to the manager or partners.
  • Interact with clients on tax return information, deadlines, and other compliance matters. Look for opportunities to provide additional services to clients.
  • Act as the liaison between the partner, the client, and the professional staff.
  • Prepare correspondence with IRS and state tax authorities.
  • Develops and expands technical capabilities that require special training, experience, or knowledge.
  • Managers develop and train staff and make associations to develop new business for the firm.

 Qualifications:

  • A current CPA license with 5 plus years of experience in public accounting with increasing responsibility
  • Must possess technical tax knowledge related to C Corporations, S Corporations, Partnerships, Individuals, accounting methods, property transactions, and tax research.
  • Bachelor's degree (B.A.)
  • Supervisory experience preferred
  • Ability to develop and maintain strong client relationships
  • Provides superior customer service
  • Must have excellent interpersonal, oral, and written communication skills, as well as project management and analytical skills

 

This role is based out of our Natomas, Sacramento area office.  A hybrid work schedule is offered after the training period. 

 

Benefits: Gilbert CPA provides a comprehensive benefits package including medical, dental, vision, 401K with company match, paid life insurance and long-term disability, generous paid time off, and ten days paid holiday. The firm is also pleased to provide employees with a training budget for professional development and professional licensure. EOE

Skills Required

  • Current CPA license
  • At least 5 years of public accounting experience with increasing responsibility
  • Technical tax knowledge covering C Corporations, S Corporations, Partnerships, Individuals, accounting methods, property transactions, and tax research
  • Bachelor's degree
  • Strong client relationship development and maintenance skills
  • Excellent customer service skills
  • Excellent interpersonal, oral, and written communication skills
  • Project management and analytical skills
  • Supervisory experience
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The Company
HQ: Sacramento, CA
94 Employees
Year Founded: 1984

What We Do

Gilbert CPAs is a full-service CPA firm serving the Sacramento region and its organizations since 1984. It provides audit, tax, accounting, and consulting services, pairing national-firm-quality expertise with local-firm attention. Its clients include nonprofits, private businesses, government and education organizations, individuals and trusts, insurers, and employee benefit plans. The firm emphasizes individualized client support and a culture of care for clients, employees, and communities.

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