Role Overview:
As a Senior Tax Manager at Morling and Company, you will play a pivotal role in the continued growth of our tax services. You'll oversee tax engagements, collaborate with partners to develop business strategies, and mentor junior staff. This role is ideal for someone who is not only experienced in tax matters but also passionate about leading and shaping the future of the firm.
Key Responsibilities:
Oversee the planning and scheduling of tax engagements.
Address complex tax issues and ensure high-quality work products.
Provide business advice and develop tax strategies for privately held businesses and their owners.
Calculate and analyze proprietary tax strategies.
Collaborate with firm partners on business and tax planning strategies.
Manage a client portfolio, ensuring their needs are met with precision and care.
Mentor and provide feedback to tax staff, fostering their professional development.
Requirements and Qualifications:
Bachelor's degree in Accounting, Finance, or a related field (Master's degree in Taxation preferred).
CPA or EA designation.
Experience in a managerial role.
Proficiency in corporate, individual, and/or partnership taxation.
Strong organizational skills and the ability to communicate effectively with financially sophisticated clients.
Must be local to the Bay Area.
Personal AttributesCommitment to excellence and clear communication.
Team-oriented, capable of contributing to a strong, lean, and performance-driven culture.
Ability to work with a diverse range of individuals and skill sets at both detailed and strategic levels.
Strong written and oral communication skills, comfortable with public presentations.
Salary & Benefits:
Remote/Hybrid options available.
Competitive salary range from $150,000 to $190,000 DOE.
Comprehensive benefits package, including 401K with company match.
Generous PTO and holidays.
