Tax Director

Location: San Jose, CA | Schedule: Full-time, on-site

Overview

A well-established and highly profitable regional CPA firm is seeking a Tax Director to join its growing team. This role offers exposure to both SEC and closely held clients across diverse industries, with a clear path toward Partnership for the right candidate.

What you'll do

• Perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity
• Serve as a subject matter expert in a particular discipline or industry
• Manage client service responsibilities and ensure assignments are completed within budgeted time
• Assume full responsibility for larger tax returns and delegate work to tax preparers as needed
• Participate actively in client meetings and tax planning efforts, supporting the A&A Department with larger clients
• Serve as a resource for tax preparers, specialists, and A&A staff on tax issues and questions
• Assume client service responsibility for clients handled by Tax Managers or delegated by Partners
• Communicate important tax developments affecting firm clients to appropriate personnel
• Delegate and manage governmental tax examinations; may represent clients before taxing authorities
• Maintain familiarity with the qualifications of all tax staff and review staff assignments for appropriateness
• Develop trained staff through recruiting, performance evaluations, training aid development, and instruction in professional development programs
• Ensure accurate and timely billing and collection processes
• Maintain complete knowledge of the firm's philosophy and positions on tax matters
• Stay informed on general economic and political trends and potential legislation affecting the business climate
• Participate in firm practice development through referral sources, community, and industry activities
• Responsible for development, coaching, and training of seniors, semi-seniors, and staff accountants
• Participate in reviews and evaluations of the tax department
• Travel occasionally for work at client offices, meetings, and seminars
• Work occasional overtime throughout the year, with heavy overtime (potentially exceeding 55 hours per week) required from January 1 to April 15

Required qualifications

• Seven to ten years experience in public accounting, with demonstrated 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 the work of tax preparers
• Bachelor’s degree in accounting required
• Minimum of forty hours of continuing education required each year to maintain and develop technical and business skills
• Current and valid certified public accountant’s license required
• Must be a member in good standing with the American Institute of CPAs

Preferred qualifications

• Master’s degree in taxation preferred

Compensation and benefits

• Reasonable work-life balance
• Excellent benefits including large potential bonuses
• 5% employer contribution to 401K program

Why this role

This position offers a strong work-life balance, excellent benefits, and a fast track to Partnership within a well-established, highly profitable firm.