Tax Manager – HNW and Passthroughs

We Recruit the Best of the Best. Our firm is growing and we hiring a Tax Manager with solid leadership experience, an upbeat attitude, and a desire to grow and add value to our firm and to our clients.

ASL is one of the largest local CPA firms in the Silicon Valley serving a broad range of industries.  We offer you the resources found in larger firms, with the opportunities and culture of a mid-sized regional firm. We provide our team members with:

  • Best-in-class virtual and in-person training, mentoring, and leadership development programs to support your professional growth at each stage of your career path
  • Comprehensive benefits package including a generous time-off policy, bi-yearly bonus’ and more
  • Flexible hours and the ability to manage your own schedule including working from home (even pre-COVID!)
  • Creative opportunities to contribute and collaborate as well as lead and network to provide best in class services to our clients
  • Employee engagement is important to us! We use different platforms to keep you connected with your peers and co-workers, while working remotely, or in our San Jose office
  • The opportunity to participate in a number of civic associations focused on community causes throughout the year

Primary Responsibilities of the Role

  • Assume responsibility for planning, supervising, and completing engagements. This means some involvement in all elements of a job, with an ultimate goal of excellent client service.  A critical element of this process should include analysis of technical issues, and pre-planning meetings to discuss these issues
  • Plan the timing and assigning of staff to engagements
  • Research, interpret, and evaluate the tax impact of current and proposed legislation on the quarterly and year-end tax calculations
  • Review tax work papers, resolve any problems, and keep the partner informed of all important developments in the engagement. Prepare extensions, estimates, and occasionally returns as needed
  • Train and mentor tax staff to develop their skills and abilities
  • Prepare client billings. This may include assisting with collections when appropriate
  • Evaluate the performance of staff as required by firm policy
  • Develop new client contacts and relationships beneficial to the firm.  These can be professional, civic, and/or community service contacts
  • Assist in administrative functions as assigned by the partners
  • Recognize opportunities to provide additional services to existing clients

Your Qualifications

  • CPA required and a minimum of 7 years of experience at public accounting firms
  • Degree in Accounting, MST preferred
  • Experience with ProSystem Tax and Engagement preferred
  • In depth experience with individual compliance, including high net worth clients, and pass-through entity tax compliance  (S-corporations, Partnerships and LLCs)

Your Knowledge and Experience

  • Strong accounting skills
  • Ability to prioritize and manage multiple time-sensitive projects under pressure
  • Good conceptual, critical thinking, analytical, quantitative skills and the ability to articulate work product
  • Excellent computer/technology skills
  • Effective interpersonal, communication, and presentation skills
  • Self-starter and resourceful
  • Results and process-oriented and accountable
  • Problem solver, finisher, and highly organized

Sound like a Good Fit? We Want to Hear from You!

Please consider including a cover letter (so we can learn more about you!) and submit your resume here.

Thank you for taking the time to consider ASL.