Tax Director: Leadership, Bonuses & Partnership Track

Genie Matthews and Associates; San Jose (CA); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Significant bonuses

5% 401(k) employer contribution

Very good benefits

Job summary

Genie Matthews and Associates, a well established regional CPA firm in California, is seeking a Tax Director to join their growing staff. The role offers strong work-life balance, generous benefits including large potential bonuses and a 5% employer 401K contribution, and a fast track to Partnership across diverse SEC and closely held clients.

Key duties include technical review of tax returns, serving as an SME, supervising staff, leading client meetings and tax planning for large clients, and

Qualifications

• Public accounting with 7–10 years of tax complexity and research.
• Experience representing clients before tax authorities.
• Supervise and direct work of tax preparers.
• Bachelor's in accounting; CPA license required; Master in taxation preferred.
• Minimum 40 hours of continuing education annually.
• Member in good standing with the AICPA.

Responsibilities

• Reviews and approves tax returns and examinations of any complexity.
• Acts as subject matter expert in discipline or industry.
• Manages client service and ensures timely completion within budget.
• Oversees senior staff and coaches staff accountants.
• Participates in client meetings and tax planning for large clients.
• Represents the client before tax authorities as delegated.
• Drives billing and collections processes.
• Contributes to firm practice development and staff training.
• Occasional travel to client offices and seminars; overtime during peak season.

Skills

Tax expertise

Leadership

Client relations

Recruiting

Education

Bachelor in accounting

CPA license

Master in taxation

Job description

Genie Matthews and Associates, a well established regional CPA firm in California, is seeking a Tax Director to join their growing staff. The role offers strong work-life balance, generous benefits including large potential bonuses and a 5% employer 401K contribution, and a fast track to Partnership across diverse SEC and closely held clients.

Key duties include technical review of tax returns, serving as an SME, supervising staff, leading client meetings and tax planning for large clients, and