Senior Private Client Tax Director

Talnt; San Ramon (CA); On-site; USD 140,000 - 180,000; Full time

Job summary

Talnt is seeking an experienced Tax Director to join our Private Client advisory practice in San Ramon, California. This leadership role involves providing strategic tax advisory services and managing complex tax engagements for high net worth individuals, families, and estates.

The ideal candidate will have a Bachelor's degree in Accounting or related fields, CPA or equivalent credentials and at least 8 years of relevant experience. Strong expertise in fiduciary and estate taxation is essential. Join us to mentor and develop talented professionals while delivering exceptional client services.

Qualifications

• Minimum of 8 years of public accounting tax experience or equivalent.
• Advanced knowledge of high net worth taxation and fiduciary taxation.
• Demonstrated ability to manage multiple complex engagements.

Responsibilities

• Perform technical reviews of complex tax returns.
• Advise clients on estate, gift, trust, and personal transactions.
• Lead multiple complex tax engagements while managing deadlines.

Skills

Fiduciary income tax

Tax planning

Leadership

Project management

Communication

Education

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

CPA, JD, or Enrolled Agent credential

Job description

Talnt is seeking an experienced Tax Director to join our Private Client advisory practice in San Ramon, California. This leadership role involves providing strategic tax advisory services and managing complex tax engagements for high net worth individuals, families, and estates.

The ideal candidate will have a Bachelor's degree in Accounting or related fields, CPA or equivalent credentials and at least 8 years of relevant experience. Strong expertise in fiduciary and estate taxation is essential. Join us to mentor and develop talented professionals while delivering exceptional client services.