Senior Private Client Tax Director

Talnt; San Jose (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Talnt in San Jose, California, is seeking an experienced Tax Director to lead its Private Client advisory practice, specializing in tax planning for high net worth individuals and related entities. The role involves strategic tax advisory, client management, and overseeing complex tax engagements.

The ideal candidate will have deep expertise in fiduciary taxation and a minimum of 8 years of public accounting experience. This role offers an opportunity to contribute to team development and thought leadership.

Qualifications

• Minimum of 8 years of public accounting tax experience.
• Minimum of 4 years of leadership experience managing client engagements.
• Strong understanding of federal, state, and local tax laws.

Responsibilities

• Perform technical reviews of complex tax returns for high net worth clients.
• Advise clients on estate, gift, trust, and business transactions.
• Lead multiple complex tax engagements while managing project budgets.

Skills

High net worth individual taxation

Fiduciary taxation

Advanced tax research

Communication

Leadership

Project management

Education

Bachelor's degree in Accounting, Tax, Finance, or related field

CPA, JD, or Enrolled Agent credential

Job description

Talnt in San Jose, California, is seeking an experienced Tax Director to lead its Private Client advisory practice, specializing in tax planning for high net worth individuals and related entities. The role involves strategic tax advisory, client management, and overseeing complex tax engagements.

The ideal candidate will have deep expertise in fiduciary taxation and a minimum of 8 years of public accounting experience. This role offers an opportunity to contribute to team development and thought leadership.