Overview Unlock Your Leadership Potential as Tax Principal at Morling and Company! About Us: Morling and Company is a forward-thinking tax service and consulting firm committed to maximizing our clients' financial well-being through innovative and flexible strategies. We are dedicated to delivering measurable value, combining modern approaches with a client-centric focus. Our mission is to help our clients grow, manage, and prosper by offering creative, effective tax strategies while maintaining a commitment to work-life balance and social responsibility. Our Mission And Core Values: Client-Centric, Innovation, Balance, Growth, Community. Why Work for Morling and Company: We foster a team-oriented culture where collaboration, flexibility, and innovation are at the forefront. We support a lifestyle-friendly approach with minimal in-office time. This opportunity is aimed at someone eager to grow into a leadership role with a clear path to partnership. We offer multiple pathways to leadership and ownership. Location: Larkspur headquarters, near Marin County, with weekend attractions like Marin Mart farmers\' market and food trucks. The role emphasizes work-life synergy, flexibility, and family-friendly proximity. Work-Life Synergy: Mostly remote, with occasional in-office time during peak seasons. Family-Friendly Proximity: Nearby attractions for families; opportunities to enjoy local activities after work. Convenience: Potential for downtime and family time after completing tasks. We Offer: A dynamic, supportive team environment; flexible work arrangements (remote/hybrid); potential path to partnership; culture that welcomes innovation and new ideas. A dynamic, supportive team environment where your input and expertise are valued. Flexible work arrangements, including remote and hybrid options, with minimal in-office time required. A potential path to partnership for those with a leadership mindset. A culture that welcomes and celebrates innovation and new ideas. Role Overview: As a Tax Manager at Morling and Company, you will oversee tax engagements, collaborate with partners to develop business strategies, and mentor junior staff. This role is ideal for someone who is experienced in tax matters and passionate about leading and shaping the future of the firm. Key Responsibilities Oversee the planning and scheduling of tax engagements. Address complex tax issues and ensure high-quality work products. Provide business advice and develop tax strategies for privately held businesses and their owners. Calculate and analyze proprietary tax strategies. Collaborate with firm partners on business and tax planning strategies. Manage a client portfolio, ensuring their needs are met with precision and care. Mentor and provide feedback to tax staff, fostering their professional development. Requirements And Qualifications Bachelor\'s degree in Accounting, Finance, or a related field (Master\'s degree in Taxation preferred). CPA or EA designation. Experience in a managerial role. Proficiency in corporate, individual, and/or partnership taxation. Strong organizational skills and the ability to communicate effectively with financially sophisticated clients. Must be local to the Bay Area. Personal Attributes Commitment to excellence and clear communication. Team-oriented, capable of contributing to a strong, lean, and performance-driven culture. Ability to work with a diverse range of individuals and skill sets at both detailed and strategic levels. Strong written and oral communication skills, comfortable with public presentations. Salary & Benefits Remote/Hybrid options available. Partnership track. Competitive salary range from $170,000 to $200,000. Comprehensive benefits package, including 401K with company match. Generous PTO and holidays. Base pay range: $170,000.00/yr - $200,000.00/yr Join us at Morling and Company, where you\'ll have the opportunity to lead, innovate, and make a difference in the financial lives of our clients while advancing your career. Apply today and become a valued member of our dynamic team!

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