Karuna Advisors · 5 hours ago
Tax Manager
Menlo Park, CA
Full-time
Remote
Senior Level
6+ years exp
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Responsibilities
Review tax returns including individual, entity, gift tax, and non-profit tax returns - e.g., forms 1040, 1065, 1041, CA565/8,571L, 5227, and foreign filings
Sign tax returns to demonstrate full responsibility and authority of tax returns
Research technical tax matters and draft memoranda to summarize findings and positions taken
Demonstrate advanced-level skills in utilizing tax preparation software
Demonstrate technical expertise by interpreting laws, regulations, and standards to develop tax planning and strategy recommendations to clients
Thoroughly review other projects from Senior Associates and produce partner-ready work products
Start developing a reputation as an expert or specialist in specified areas
Serve as trusted client advisor and be able to discuss matters on the client’s behalf to federal and state agencies through Power of Attorney privileges
Manage day-to-day client relationships and maintain positive client satisfaction
Provide creative and innovative advice to clients
Work closely with engagement partner and staff to meet client expectations
Manage client engagements for profitability and efficiency
Develop new client contacts and relationships beneficial to the firm
Role model and mentor to new and existing staff
Interest in personal career growth and development
Manage realization/utilization/billable hours rates of Accountants and Senior Accountants
Qualification
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Required
6 years+ experience of public accounting experience
Bachelor’s in Accounting, Finance, or related field
CPA required
Experience with tax technology similar to CCH WK, ProSystem Tax, BNA, mac environment software
Ability to prioritize and multi-task in a fast-paced environment
Possess a professional demeanor and be a positive thinker
High level of accuracy and strong quantitative skills, along with the highest level of ethics, honesty, and integrity
Excellent written and verbal communication skills
Strong project management and organization skills and ability to manage competing priorities
Exhibit professionalism and maintain client confidentiality
Results driven, self-starter who likes to take on new challenges
Ability to work effectively both individually and with a team
Team management skills including ability to lead, direct and coach
Ability to build and cultivate strong personal relationships with peers in the firm and business community
Excellent business skills and industry knowledge
Preferred
Master’s degree preferred
Multi-state experience is preferred
Benefits
Medical, dental, and vision insurance
401(k) and profit sharing
Generous wage and annual bonus
10 days annually, plus a floating holiday
Company
Karuna Advisors
Karuna Advisors specializes in tax compliance, planning, insurance analysis, cash management, and household employee management services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
