Tax Manager

San Francisco, California, United States Full-time

Company Overview

 

Since 2003, Jade Associates, a Fiducial business, has been providing specialized accounting and tax services to French expatriates and entrepreneurs. Jade became a part of the Fiducial family in 2015. Fiducial, founded in France in 1970, is a major provider of financial services (Business Counseling, Bookkeeping, Payroll and Tax Preparation & Advisory Services) to small businesses and their owners. As a trusted advisor to entrepreneurs, Fiducial provides the financial back office infrastructure to clients, allowing them to focus on what they do best:  serve their customers.

 

Position Overview

The Tax Manager will be responsible for a high volume of complex tax returns as well as reviewing and signing the returns of other accountants located in San Francisco, CA. The Tax Manager will also be tasked with performing advanced technical research for various clients and tax issues. Qualified candidates should have a strong commitment to client service with proven demonstration of technical tax competencies including but not limited to: High Net Worth Individuals; Multi-State Returns; Foreign Partnerships; FATCA; FBAR; various domestic and international returns (1065,1040, 1040NR, 1040 Dual Status, 1120, 1120s, 709) with special expertise in the following forms 5471, 8865, 8858 and 8621; transfer pricing etc.

 

Desired Skills/ Experience/Attributes

  • 7+ years of advanced tax knowledge and experience including ability to research complex issues within state/federal/international tax codes
  • 3+ years of experience in the role of Tax Manager
  • Prior supervisory experience
  • Superior knowledge of various Tax and Office software applications (Ultra Tax, CCH, BNA, Gosystem Fasttax, MS office professional pack, etc.)
  • Proven experience effectively working with clients and team members, either directly, via phone or in writing, to answer technical questions, offer advice or make recommendations
  • Ability to speak a language in addition to English highly preferred (French would be a plus).

 

The ideal candidate for this position:

  • Has a leader’s presence with an unrivaled ability to work with peers, staff and senior management collaboratively in a team-oriented environment.
  • Has an entrepreneurial drive
  • Has strong verbal and written communication skills
  • Has exceptional organizational and time management skills
  • Is a detail oriented leader and individual contributor with the ability to “think outside the box”
  • Possesses an unquestionable level of integrity and respects quality assurance requirements.
  • Has a history of building relationships with clients and colleagues
  • Is committed to fostering and maintaining a service culture.

 

Education, Certificates, Licenses, Registrations

  • Bachelor’s Degree required, Master’s preferred
  • Active CPA preferred

 

*CB

*MJ