Senior Tax Director/Manager

We are seeking a highly skilled and experienced Senior Tax Director/Manager to join our esteemed regional CPA firm. This role involves overseeing technical tax reviews and approvals, serving as a subject matter expert, participating actively in client meetings, and ensuring compliance with tax laws and regulations. The ideal candidate will demonstrate a balance between dedication to quality service delivery and maintaining a reasonable work-life balance. We provide a nurturing environment for career progression, excellent benefits, and opportunities to work with diverse client groups.

Salary: Depending on Experience per year

Essential Duties and Responsibilities:

  • Perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
  • Serve as a subject matter expert in specific tax disciplines or industries.
  • Ensure all client service tasks are completed within budgeted time.
  • Take full responsibility for larger tax returns, delegating to tax preparers as necessary.
  • Actively participate in client meetings and tax planning to assist with larger clients.
  • Serve as a resource for tax preparers/specialists and A&A staff on specific tax issues/questions.
  • Assume client service responsibilities directly or as delegated from partners.
  • Communicate important tax developments affecting the firm’s clients to the appropriate firm personnel.
  • Delegate and manage governmental tax examinations, representing clients before taxing authorities as needed.
  • Maintain familiarity with qualifications of all tax staff members; review staff assignments for appropriateness.
  • Develop responsible, trained staff by assisting in recruiting, performing evaluations, creating training aids, and acting as an instructor in professional development programs.
  • Ensure accurate and timely billing and collection processes.
  • Maintain comprehensive knowledge of the firm’s philosophy and its opinions on tax matters.
  • Stay informed on general economic and political trends that could affect business and possible tax legislation.
  • Engage in firm practice development efforts through involvement with referral sources, community, and industry activities.
  • Responsible for the development, coaching, and training of senior, semi-senior, and staff accountants.
  • Participate in reviews and evaluations of the tax department.
  • Occasional travel required for work at client offices, meetings, and seminars.
  • Occasional overtime work required throughout the year, with heavy overtime from January 1 to April 15, possibly exceeding 55 hours per week.

Minimum Position Qualifications:

  • Seven to ten years experience in public accounting, showing a proven progression in tax complexity and scope.
  • At least two (2) years experience representing clients before taxing authorities.
  • Minimum one (1) year experience supervising and directing the work of tax preparers.
  • Bachelor’s degree in accounting required.
  • A current and valid certified public accountant’s license is mandatory.
  • Member in good standing with the American Institute of CPAs.
  • Minimum of forty hours of continuing education annually to maintain and develop technical and business skills.

Preferred Qualifications:

  • Master's degree in taxation preferred.

Skills:

  • Strong leadership and personnel management skills.
  • Excellent communication and presentation skills.
  • Effective problem-solving and decision-making skills.
  • Detailed knowledge of tax laws and regulations.
  • Ability to manage multiple projects and deadlines.

Benefits:

  • Competitive salary with potential bonuses.
  • Excellent benefits package including contributions to your 401K program.
  • Opportunities to work on a variety of client engagements across diverse industry groups.
  • Professional development and training programs.
  • Supportive work environment with a focus on work-life balance.
Job Type
Full-Time Regular
Location
San Jose CA
Industry
Professional, Scientific, and Technical Services
Max Pay
$0.00