What are the responsibilities and job description for the Tax Manager position at Gilbert CPAs?
Do you love public accounting and want to join a team that will encourage your professional growth and 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, and approachable leadership are more than words to us, at Gilbert, they are our foundation.
Gilbert CPAs is one of the largest regional accounting firms and has been serving individuals and organizations in Sacramento and throughout California since 1984. We offer audit, tax, and consulting services to a wide variety of clients including privately held businesses, non-profits, public entity risk pools, educational entities, governmental entities, and employee benefit plans. We’re passionate about what we do and the clients we serve. We have been recognized by the Sacramento Business Journal as an A Employer. We're proud to share that Gilbert CPAs has been honored as a 2024 "Best Places to Work" by the Sacramento Business Journal. Here at Gilbert, we take pride in our "culture of caring" and by joining our team you will be able to experience it firsthand. Whether it's supporting our team, serving our clients, or giving back to our community, you'll be part of something special at Gilbert CPAs.
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