Tax Director

Vector Recruiting LLC; San Jose (CA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Potential bonuses

401(k) match

5% employer contribution to 401K

Job summary

Vector Recruiting LLC is seeking a Tax Director for a well-established regional CPA firm in San Jose, CA. The role offers a strong work-life balance, excellent benefits, potential bonuses, and a clear path toward Partnership.

You will lead technical tax reviews, serve as a subject matter expert, supervise staff, and represent clients before tax authorities. Occasional travel and overtime around peak season are expected.

Qualifications

• Seven to ten years of experience in public accounting with increasing tax complexity.
• At least two years representing clients before taxing authorities.
• Minimum one year supervising and directing tax preparers.
• CPA license current and in good standing with the AICPA.
• Bachelor's degree in accounting; Master's in taxation preferred.
• Forty hours of continuing education required each year.

Responsibilities

• Perform technical tax review and approval of returns and governmental examinations.
• Serve as a subject matter expert in discipline or industry.
• Lead client service and ensure timely completion within budgeted time.
• Delegate to tax preparers and manage larger returns.
• Represent clients before tax authorities when required.
• Mentor and train tax staff; participate in recruitment and development.

Skills

Public accounting

Tax expertise

Client relations

Staff supervision

Tax planning

Education

Bachelor's in accounting

Master's degree in taxation (preferred)

Job description

TAX DIRECTOR

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 a fast track to Partnership!

Tax Director 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.