Tax Director

H.T. Prof Executive Search; Woodland (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Bonus potential

401K plan with 5% employer match

Job summary

A well established regional CPA firm is seeking a Tax Director to oversee tax operations and client service across diverse industries. The role offers strong work-life balance, excellent benefits, and potential bonuses with a 5% employer 401K match.

The Tax Director will review complex returns, serve as an expert, supervise staff, and participate in planning for large clients. Occasional travel and overtime during peak season are expected.

Qualifications

• Seven to ten years experience in public accounting.
• Experience representing clients before taxing authorities.
• Experience supervising and directing work of tax preparers.
• Master’s degree in taxation preferred.
• Minimum of forty hours of continuing education per year to maintain skills.
• CPA license is required; active status with AICPA is preferred.

Responsibilities

• Perform technical review and approval of complex tax returns and examinations.
• Act as a subject matter expert in tax discipline or industry.
• Manage client service and ensure tasks are completed within budgeted time.
• Oversee large tax returns and delegate to tax staff as needed.
• Participate in client meetings and tax planning with larger clients.
• Mentor and coach tax staff; support recruiting and training.
• Ensure accurate billing and collections for tax services.
• Stay updated on tax developments affecting clients and firm.

Education

Bachelor’s degree in accounting

Master’s degree in taxation

Certified Public Accountant (CPA) license

American Institute of CPAs (AICPA) membership

40 hours continuing education annually

Job description

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.