Tax Director

Welsh & Associates
San Jose, CA
Full-time

TAX DIRECTOR

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.
  • 30+ days ago
Related jobs
Promoted
Software Placement Group
San Jose, California

As a Tax Director at our well-established and highly profitable CPA firm, you will hold a pivotal role in steering our tax services and contributing to the strategic management of our firm. Tackling complex tax issues and giving direction on large tax returns are key facets of this role, as well as ...

Promoted
Bridgeway Professionals
San Jose, California

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Well established, highly profitable regional CPA firm seeks a Tax Director to add to their growing staff. Assumes full responsibility for larger tax returns and delegates to the various...

Gpac
San Jose, California

A leading CPA firm in San Jose, CA, is seeking a Tax Director to join their expanding team. With recent growth, there's an exciting opportunity for a Tax Director to become part of a dynamic team of 40 professionals. Tax Director Functions:. Tax Director Qualifications:. ...

SearchStars
San Jose, California

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Well established, highly profitable regional CPA firm seeks a Tax Director to add to their growing staff. Assumes full responsibility for larger tax returns and delegates to the various...

Palo Alto Networks
Santa Clara, California

It reports to the Senior Director International Tax, Global Tax Planning and Tax M&A, and will continuously collaborate with the global tax team. The International Tax Director will work with the tax team leadership to ensure compliance with tax regulations and optimize the company's global tax posi...

Armanino
San Jose, California

At Armanino, you determine your career path.This means it's possible to pursue challenges you are passionate about, in industries you care about.Among the top 20 Largest Accounting and Consulting Firms in the Nation.We have a community of resources that are ready and willing to support your ideas, b...

Lordan Associates
San Jose, California

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Well established, highly profitable regional CPA firm seeks a Tax Director to add to their growing staff. Assumes full responsibility for larger tax returns and delegates to the various...

CliftonLarsonAllen
San Jose, California

CLA is currently seeking a Tax Manager/Director to join our growing Clean Energy Incentives team in our Federal Tax Strategies practice. Develop client relationships by delivering a full range of clean energy tax consulting services, including project eligibility determinations, cost segregation stu...

Kyler Professional Search
San Jose, California

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Well established, highly profitable regional CPA firm seeks a Tax Director to add to their growing staff. Assumes full responsibility for larger tax returns and delegates to the various...

Retail Options
San Jose, California

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Well established, highly profitable regional CPA firm seeks a Tax Director to add to their growing staff. Assumes full responsibility for larger tax returns and delegates to the various...