Tax Director or Senior Manager

Location: San Jose, CA

Tax Senior Executive

Location: San Jose, CA

About Us:

Our well-established and highly profitable regional CPA firm has built a strong reputation for excellence and expertise in the accounting and management consulting industry. By offering a wide range of services and industry specializations, we have become leaders in the field. We take pride in our commitment to client service, professional advancement, and technological innovation.

Essential Functions:

  1. Review and approve all tax returns and governmental tax examinations of varying complexity.
  2. Act as a subject matter expert in a particular discipline or industry.
  3. Demonstrate advanced technical skills and expertise.
  4. Manage client service tasks, ensuring assignments are completed within budgeted time.
  5. Take full responsibility for larger tax returns and delegate tasks to tax preparers as needed.
  6. Delegate and oversee tax research projects to ensure accurate and efficient results.
  7. Participate actively in client meetings and tax planning efforts for larger clients.
  8. Provide guidance on specific tax issues and questions to tax preparers/specialists and A&A staff.
  9. Handle tax preparation for complex business returns.
  10. Serve as the main point of contact for specific clients, working directly with them or under the delegation of the Partner.
  11. Keep firm personnel informed about important tax developments.
  12. Delegate and manage governmental tax examinations and represent clients before taxing authorities if required.
  13. Stay familiar with qualifications of tax staff members and review their assignments.
  14. Supervise tax staff and provide on-the-job training.
  15. Contribute to staff development through recruiting, performance evaluations, training aids, and professional development programs.
  16. Ensure smooth flow of tax returns through the preparation system to ensure accuracy and timely delivery.
  17. Facilitate accurate and timely billing and collection processes.
  18. Maintain a comprehensive understanding of the firm’s philosophy and opinions on tax matters.
  19. Stay updated on economic and political trends that could impact the business climate.

Nonessential Functions:

  1. Prepare other reports and projects as requested by the partners.
  2. Research and evaluate tax preparation and research software to make recommendations to partners.
  3. Contribute to firm practice development by engaging with referral sources, participating in community and industry activities.
  4. Promote efficient operations and compliance guidelines in managing others.
  5. Perform any other duties as assigned.

Knowledge, Skills and Abilities:

  1. Demonstrated knowledge of current tax laws, preferably with experience in both SEC and privately held clients across multiple industries.
  2. Proficiency in computer tax preparation, research, and planning software.
  3. Strong organizational, prioritization, and deadline management skills.
  4. Ability to think critically and multitask effectively.

Supervisory Responsibilities:

  1. Develop, coach, and train senior, semi-senior, and staff accountants.
  2. Be familiar with the qualifications of all tax staff members to address their training needs.
  3. Participate in reviews and evaluations of the tax department.

Minimum Qualifications:

  1. Minimum of seven to ten years of public accounting experience, showing progression in tax complexity, scope, and research.
  2. At least two years of experience representing clients before taxing authorities.
  3. Minimum of one year of experience supervising and directing the work of tax preparers.
  4. Bachelor's degree in accounting required, Master's degree in taxation preferred.
  5. Completion of minimum forty hours of annual continuing education to maintain technical and business skills.
  6. Current and valid certified public accountant's license required.
  7. Must be a member in good standing with the American Institute of CPAs.
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