Tax Manager (Menlo Park)

Join to apply for the Tax Manager role at Karuna Advisors

2 days ago Be among the first 25 applicants

Join to apply for the Tax Manager role at Karuna Advisors

Get AI-powered advice on this job and more exclusive features.

Karuna Advisors | Remote, US or Menlo Park, CA| Reports to Director

Who we are:

Karuna Advisors was founded by Janine Bisharat who wanted to create a professional services firm focusing on tax compliance, consulting, and family office management for wealthy clients.

Karuna providesa team of certified public accountants and professionals that have years of experience and in-depth resources to complete the technical expertise as needed. We are your trusted business advisors, and our goal is to provide you with proactive advice so you can make informed, timely decisions.

We use the Enneagram in our practice to understand each other better, including our clients, so that we may deliver information most efficiently and effectively to you.

Who we are looking for:

We’re looking for people who are highly motivated, out-of-the-box thinkers. If you enjoy a challenge and thrive in a fast-paced environment, this may be the right fit for you. You will work directly with other members of our team and clients, building a relationship as a trusted tax specialist, advisor, and leader. You will collaborate daily, developing solutions to complex tax issues through research, use of cutting-edge technology, and consultation with other team members.

What the job entails:

• Final reviewer of 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
• Manages realization/utilization/billable hours rates of Accountants and Senior Accountants

Qualifications:

• 6 years+ experience of public accounting experience, preferably managing direct reports
• Bachelor’s in Accounting, Finance, or related field; Master’s degree preferred
• CPA or EA required
• Experience with tax technology similar to CCH WK, ProSystem Tax, Engagement, Fixed Asset software is a plus
• Individual, C-Corp, Partnership, and S-Corp tax preparation and review experience preferred
• Multi-state experience is preferred
• 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

Physical + Work Environment Requirements:

• Ability to sit for prolonged periods at a desk and working on a computer
• A quiet, undisturbed working space to preserve and maintain client confidentiality

What Karuna Offers:

• Benefits: Medical, dental, and vision insurance
• Technology: Computer + workstation set-up, including a monitor, provided
• Retirement: 401(k) and profit sharing
• Compensation: Generous wage and annual bonus
• Paid Time Off: Generous vacation policy in addition to 13 holidays, plus one floating holiday

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

Referrals increase your chances of interviewing at Karuna Advisors by 2x

Get notified about new Tax Manager jobs in Menlo Park, CA .

San Jose, CA $125,000.00-$155,000.00 2 days ago

Senior Director, Tax Provision and Compliance

HNW Tax Manager - REMOTE FOREVER - UP TO $175K

San Jose, CA $135,000.00-$175,000.00 17 hours ago

San Jose, CA $120,000.00-$150,000.00 1 week ago

San Francisco Bay Area $150,000.00-$175,000.00 3 weeks ago

Senior Tax Manager - Passthroughs (REMOTE)

San Jose, CA $170,000.00-$200,000.00 1 week ago

San Jose, CA $120,000.00-$135,000.00 1 week ago

Sunnyvale, CA $100,000.00-$170,000.00 2 weeks ago

San Jose, CA $175,000.00-$225,000.00 2 weeks ago

San Francisco Bay Area $150,000.00-$220,000.00 11 hours ago

San Jose, CA $75,000.00-$85,000.00 1 week ago

Fully Remote Senior Tax Manager - Trusts and Estates

Pleasanton, CA $160,000.00-$210,000.00 2 days ago

San Jose, CA $120,000.00-$180,000.00 1 week ago

San Francisco Bay Area $115,000.00-$155,000.00 11 hours ago

Fully Remote Senior Tax Manager - Trusts and Estates

San Jose, CA $160,000.00-$210,000.00 5 days ago

San Jose, CA $140,000.00-$185,000.00 15 hours ago

San Jose, CA $90,000.00-$120,000.00 1 week ago

Tax Senior (CPA or EA preferred) - San Jose, CA or Remote Position

San Jose, CA $90,000.00-$120,000.00 2 weeks ago

San Jose, CA $105,000.00-$140,000.00 5 days ago

San Jose, CA $100,000.00-$120,000.00 1 week ago

San Jose, CA $130,000.00-$160,000.00 1 week ago

San Jose, CA $80,000.00-$90,000.00 1 week ago

San Jose, CA $100,000.00-$130,000.00 3 days ago

Palo Alto, CA $90,000.00-$120,000.00 15 hours ago

San Jose, CA $90,000.00-$120,000.00 1 week ago

San Jose, CA $78,000.00-$115,000.00 5 days ago

San Mateo, CA $120,000.00-$270,000.00 1 week ago

San Francisco Bay Area $145,000.00-$185,000.00 2 weeks ago

Banking & Capital Markets Tax Senior Manager

Banking & Capital Markets Tax Senior Manager

Mountain View, CA $149,400.00-$221,400.00 5 days ago

Credentialed Bilingual Tax Advisor - CPA - Work From Home

San Jose, CA $80,000.00-$120,000.00 1 week ago

Tax Manager, Individual Taxation - CPA or EA, CPA firm experience required

San Jose, CA $135,000.00-$185,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.