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Tax Manager/Senior Manager
San Jose, CA · Accounting/FinanceAs a Tax Manager/Senior Manager, you will have the chance to build and expand a career as unique as you are along with this expanding area of business. Join us and build an exceptional experience for yourself and the organization.
Roles available in these locations: San Jose, CA; Houston; Charlotte and Dallas.
Primary Duties
Roles available in these locations: San Jose, CA; Houston; Charlotte and Dallas.
Primary Duties
- In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills with real estate clients.
- Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
- Manage compliance and consulting in areas of Section 1031 exchange, Section 754 step-up, Section 163(j) interest limitation, Section 1231 gain/loss calculations as well as an ability to analyze and implement certain aspects of partnership/LLC operating agreements with respect to tax applications.
- Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the client’s organization, procedures, and internal policies.
- Understanding your clients’ goals and needs and servicing clients directly.
- Strategizing with Managing Directors regarding planning.
- Provide clients with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients.
- Researching tax and accounting issues and providing guidance to clients.
- Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff.
- Foster a team environment; demonstrates support of management and decisions and build a positive culture.
- Master’s degree preferred in Accounting, Taxation, or related field.
- Bachelor’s degree required; Masters degree preferred in Accounting, Finance or relevant field.
- 7 years public accounting experience.
- 5 years supervisory experience.
- CPA preferred.
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
- Must be able to travel based on business needs.