Account Executive at Masis Professional Group
A growing CPA and advisory firm is seeking a Tax Manager to oversee tax planning, compliance, and review for a portfolio of individual and business clients. This leadership role offers the opportunity to manage client relationships, mentor junior staff, and play a strategic part in firm operations.
Responsibilities
- Manage and review complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
- Provide proactive tax planning and consulting to clients across a variety of industries.
- Oversee staff assignments, workflow, and project timelines to ensure timely and accurate filing.
- Research tax issues and implement strategies that maximize savings while ensuring compliance.
- Maintain and grow client relationships through responsive communication and value‑added advisory.
- Supervise, mentor, and develop junior tax staff and senior associates.
- Stay up to date with evolving tax legislation and communicate implications to clients and internal teams.
- Support firm growth through business development, client retention, and operational process improvements.
Qualifications
Bachelor’s degree in Accounting or Finance; Master’s in Taxation preferred.CPA required.5+ years of progressive tax experience in public accounting, including 1–2 years in a supervisory role.Strong technical knowledge of tax law and compliance standards.Proficiency with tax software such as UltraTax, ProSystem fx, or similar platforms.Excellent communication skills and a commitment to client service.Ability to manage multiple priorities in a deadline‑driven environment.Additional Notes
$125,000 to $135,000 baseAdditional bonus opportunity up to $150k+Hybrid out of Novato, CASeniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance
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