Job Information
Robert Half Tax Manager - Public in Mountain View, California
Description We are offering an exciting opportunity for a Tax Manager in the public sector, based in Mountain View, California. This role involves overseeing the overall client engagement, managing day-to-day deliverables within Tax, and coordinating efforts across service lines. You will be expected to understand the client's financial, business, and family goals and implement strategies to achieve them.
Responsibilities:
• Generate revenue from existing clients by identifying opportunities for expansion and evaluating retainer and billing agreements.
• Act as the primary point of contact and relationship manager for clients, their families, and outside service providers.
• Manage outside service providers, including coordinating activities such as drafting documents for personal estate and entities.
• Ensure tax compliance (filings, extensions, review of tax returns for client and related entities) for accuracy on material issues.
• Successfully resolve complex tax issues through research and analysis, and proactively discuss issues and alternatives with clients.
• Manage existing client revenue through review of work in progress and preparation of billings for special projects/consulting services provided by the client.
• Develop internal and external networks to form strong working relationships with the aim of growing and generating new business opportunities.
• Proactively communicate and discuss the impact of technical tax matters, and communicate to clients tax changes, implications, and potential impact to their financial strategies and goals.
• Identify new business opportunities from within current client accounts or relationships and encourage cross-selling among service lines.
• Use skills such as CCH ProSystem Fx, High-net-worth individual, Federal Income Tax Return, and Income Tax Return. Requirements • The candidate must have a minimum of 7 years of experience as a Tax Manager in a public setting.
• Proficiency in CCH ProSystem Fx is required.
• The candidate must have experience working with high-net-worth individuals.
• Experience in Federal Income Tax Return is essential.
• The candidate must possess skills in preparing and reviewing Income Tax Returns.
• Strong communication, leadership, and organizational skills are necessary.
• The candidate should have a Bachelor's degree in Accounting or related field.
• CPA certification is highly preferred.
• The candidate must have a thorough understanding of tax laws and regulations.
• Strong analytical skills and the ability to solve complex tax-related issues are required.
• The candidate must be able to work independently as well as part of a team.
• Proficiency in Microsoft Office Suite, particularly Excel, is required.
• The candidate must be detail-oriented and able to manage multiple tasks simultaneously.
• Excellent client service skills are necessary.
• The candidate must have a strong ethical compass and adhere to all industry standards and regulations.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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