Tax Director

Keystone Distinction Group; San Jose (CA); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Bonus potential

401K match 5%

Job summary

Keystone Distinction Group seeks a Tax Director to lead a seasoned tax team within a well established regional CPA firm in San Jose. You will review complex returns, oversee client service, and guide planning and compliance strategies across SEC and closely held clients.

The role offers strong benefits including sizable performance bonuses and a 5% employer match to the 401(k), with a fast track to Partnership for top performers.

Qualifications

• Bachelor’s degree in accounting required.
• CPA license required and in good standing.
• 7–10 years in public accounting with tax progression.
• Minimum 2 years representing clients before authorities.
• 40 hours of CE/year to maintain skills.

Responsibilities

• Review and approve tax returns and examinations of any complexity.
• Lead client meetings and tax planning for large clients.
• Oversee staff and delegate work to tax preparers.
• Represent clients before tax authorities when needed.
• Develop staff through coaching and training.
• Ensure accurate and timely billing and collection processes.

Skills

Public accounting

Tax research

Team leadership

Client meetings

Education

Bachelor's degree in accounting

Master's degree in taxation

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.