Tax Manager

Petrinovich Pugh & Co

San Jose, CA, United States
On-site
Manage complex income tax returns
Tax planning and compliance
Federal, state, and local tax filings
Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs

Job Summary

  • Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs.
  • Lead client engagements, overseeing tax planning, compliance, and provision services across diverse industries.
  • Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning, and wealth transfer strategies.

Matching Summary

Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs.

Skills & Requirements

Must-have

  • Manage complex income tax returns
  • Tax planning and compliance
  • Federal, state, and local tax filings
  • Tax research and technical memoranda
  • Client engagement leadership

Nice-to-have

  • People-first culture
  • Innovation and excellence
  • Trusted advisor and collaborator
  • Client-focused environment
  • High-integrity team members

Key Requirements

  • Seasoned tax professional
  • CPA license preferred

Work Rights

Not specified

Tailored Resume

Cover Letter