Commercial Lines Account Manager (HYBRID-Must have real estate exp.) (Walnut Creek)

Jobot
Walnut Creek, CA
Employee centric firm with low busy season hours and quarterly bonuses!

This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary: $130,000 - $180,000 per year

A bit about us:

We are a premier accounting and business advisory firm with a focus on providing personalized, high-quality services to our clients. With over 50 years of experience, our team has built a reputation for delivering expert advice and innovative solutions to businesses and individuals in the Northern Virginia and Washington DC metropolitan areas. Our highly qualified professionals are committed to understanding each client's unique needs and providing tailored solutions to help them achieve their financial goals. Whether it's tax planning, accounting services, business consulting, or wealth management, we are dedicated to helping our clients succeed. We are a Top 300 ranked CPA in the nation. We pride ourselves with awesome client reviews and satisfaction along with a great work/life balance.

Why join us?
  • Base Salary: $130,000 - $180,000
  • Quarterly bonuses
  • Paid Holidays
  • 401k
  • PTO
  • Shortened seasonal work weeks
  • Profit-sharing plan
  • HSA-compatible health plan
  • Life insurance

Job Details

Job Description:

We are seeking a dynamic and experienced Tax Manager to join our team. As a Tax Manager, you will play a key role in leading and managing audit engagements, ensuring high-quality service delivery, and fostering strong client relationships.

Responsibilities:
  • Preparing and reviewing a variety of tax returns for multiple clients
  • Demonstrating passion for this unique tax area.
  • Identifying tax planning and consulting opportunities.
  • Developing a relationship with and maintaining contact with clients.
  • Proactively communicating with and managing other staff assigned to the projects.
  • Working on complex accounting and/ or tax issues.
  • Mentoring and training staff.
  • Serving as a resource for CST partners on general returns
Qualifications
  • MS in Taxation, MPA or BS in Accounting
  • Must have CPA license and 5-7 years of public accounting experience
  • Excellent client service skills, strong oral, written and presentation skills and leadership ability

Interested in hearing more? Easy Apply now by clicking the Apply button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Posted 2026-03-15

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