Tax Director and Tax Manager

Cameron Craig Group
San Jose, CA
Full-time

TAX DIRECTOR AND MANAGERS

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
Deloitte
San Jose, California

Our Multistate Tax Service's overall practice includes state income and franchise tax for a wide variety of industries, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy. Are yo...

Promoted
Edgar Law Group, LLP
San Jose, California

The ideal candidate will possess expertise in tax compliance, planning, and estate strategies, along with experience in managing complex tax controversies and representing high-net-worth individuals. Provide strategic guidance and oversight for tax planning initiatives, including optimizing the glob...

Promoted
Deloitte
San Jose, California

You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Interested in t...

Advisory and Consulting Services
San Jose, California

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions. We offer a very reasonable work life balance, excellent benefits including large ...

Impact Solutions, Inc
San Jose, California

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions. We offer a very reasonable work life balance, excellent benefits including large ...

Promoted
CyberCoders
Santa Clara, California

The Senior Tax Manager will be responsible for preparing the consolidated tax provision and managing the tax compliance function of the tax department, including, but not limited to, reviewing all the federal, state, and local corporate tax workpapers and returns, interfacing with tax authorities, r...

PwC US Group LLP
Silicon Valley, California
Remote

You’ll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud. To really stand out and make us fit for the future in a constantly changing world, each...

Moss Adams
Silicon Valley, California

This position is responsible for collaborating with tax leaders and team members from across the firm and the National Office functional teams including assisting teams on client-specific tax matters, training on technical matters, staying informed on developing tax legislation, and creating interna...

PwC US Tax LLP
Silicon Valley, California
Remote

Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining r...

Deloitte
San Jose, California

Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to the funds. Training, mentori...