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Tax Director and Tax Manager

Toni Group, LLC
San Jose, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Director to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression.

Responsibilities :

  • Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
  • Serves as a subject matter expert in discipline or industry.
  • Performs all task related to client service and sees that assignments are accomplished within budgeted time.
  • Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
  • Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
  • Acts as a resource for tax preparers / specialists and A&A staff on specific tax issues and / or questions.
  • Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
  • Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
  • Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
  • Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
  • Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
  • Accurate and timely billing and collection processes are made.
  • Possesses a complete knowledge of the firms’ philosophy and its opinions on tax matters.
  • Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
  • Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
  • Responsible for the development, coaching and training of senior, semi-seniors and staff accountants.
  • Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
  • Participates in reviews and evaluations of the tax department.
  • Occasional travel for work at clients’ offices, meetings, and seminars.
  • Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.

Qualifications :

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

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1 day ago
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