Senior Tax Manager

About Pelzner & Associates:
Pelzner & Associates is a highly respected, by referral-only CPA firm with over 28 years of experience providing tax preparation and planning services for individuals, corporations, partnerships, trusts, and estates. We pride ourselves on building long-term relationships with our clients and maintaining a collaborative, professional environment for our team. We offer flexible hours and compensation based on experience.

Position Overview:
We are seeking a Senior Tax Manager to lead our tax department and oversee a team of 3 Tax Associates. This role will be responsible for preparing and reviewing tax returns for individuals and businesses, including corporations, S-Corporations, partnerships, and trusts. The Senior Tax Manager will also provide strategic tax planning, guidance, and general accounting support as needed. This position reports directly to the President/CEO.

Key Responsibilities:

• Leadership and Team Management:
  • Supervise and mentor a team of 3 Tax Associates, providing guidance on tax return preparation and review.
  • Review associates’ draft tax returns for accuracy and completeness. Ensure any necessary corrections or modifications are discussed and implemented before final submission.
  • Approve completed associate tax return packages for final submission to the President/CEO for signature.
  • Foster a collaborative environment and provide ongoing feedback to optimize associate performance.
• Tax Preparation and Planning:
  • Prepare and review Federal and State income tax returns for individuals, S-Corporations, Limited Liability Companies (LLCs), and other entities.
  • Conduct tax research and provide proactive tax planning advice to clients, helping them navigate complex tax laws and compliance requirements.
  • Advise clients on a full spectrum of tax services, including tax strategies, deductions, allowances, and filing procedures.
  • Analyze prior years’ tax filings for accuracy and make necessary adjustments or recommendations.
• Client Communication and Support:
  • Serve as a primary point of contact for clients, responding to inquiries and obtaining necessary documentation via phone, email, Zoom, or in person.
  • Work with clients to understand their taxable income, deductible expenses, and any changes in their financial circumstances that may impact tax obligations.
• Tax Filing and Compliance:
  • File tax returns and other required tax documents, including extensions and quarterly payments, using Lacerte Tax software.
  • Ensure compliance with federal, state, and local tax regulations, staying current on updates to tax laws and procedures.
• Collaboration:
  • Collaborate with other team members to ensure accurate tax return preparation and adherence to applicable tax laws and procedures.
  • Assist in researching complex tax issues and recommend solutions to ensure clients receive accurate and optimal tax strategies.

Required Qualifications:

• Bachelor’s degree in accounting, taxation, or a related field.
• Current CPA license (or equivalent certification) required.
• A minimum of 15 years of experience in tax preparation, planning, and accounting, including at least 3 years in a supervisory or management role.
• Expertise in preparing individual tax returns (Form 1040), K-1s, and business returns (LLCs, S-Corporations).
• Proficiency with tax preparation software (Lacerte preferred) and Microsoft Office Suite.
• Strong leadership, communication, and organizational skills.
• Excellent client management skills with the ability to manage multiple priorities simultaneously.
• Ability to conduct in-depth tax research and solve complex issues.
• Strong interpersonal skills and the ability to motivate and mentor a team.
• Highly self-motivated, with a proactive approach to problem-solving.

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive health insurance benefits.
• Generous paid time off (PTO).
• Ongoing professional development and training opportunities.
• Modern office in Burlingame with free parking.
• Access to the latest technology and tax software.
• Direct client interaction and the opportunity to build strong, lasting relationships with an established client base.

We look forward to hearing from qualified candidates who are ready to take on a leadership role and contribute to the continued success of our firm.

Diverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.