Tax Director - Path to Partnership + 401K Benefits

Meritas Advisory Group, LLC; San Jose (CA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Large bonus potential

5% 401(k) employer match

Job summary

Meritas Advisory Group, LLC is seeking a Tax Director to lead the tax practice at a well established, profitable regional CPA firm. The role offers a strong work‑life balance, excellent benefits, and a fast track to Partnership.

Responsibilities include reviewing complex tax returns, serving as a subject‑matter expert, supervising staff, and providing tax planning and client service across SEC and closely held clients.

Qualifications

• Seven to ten years experience in public accounting demonstrated progression in tax complexity, scope and research.
• At least two years experience representing clients before taxing authorities.
• Minimum one year experience supervising and directing work of tax preparers.
• Minimum forty hours of continuing education each year to maintain and develop skills.
• Current and valid CPA license required; member in good standing with the AICPA.

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations.
• Serves as a subject matter expert in discipline or industry.
• Manages client service within budgeted time and delegates to staff as needed.
• Leads and participates in client meetings and tax planning for larger clients.
• Acts as a resource for staff on tax issues and questions.
• Maintains familiarity with tax staff qualifications and development needs.
• Oversees staff training and recruitment efforts and ensures accurate billing and collections.
• Represents clients before tax authorities as needed.

Skills

Staff supervision

Client service

Tax planning

Leadership

Communication

Education

Bachelor’s degree in accounting

Master’s degree in taxation preferred

CPA license

Job description

Meritas Advisory Group, LLC is seeking a Tax Director to lead the tax practice at a well established, profitable regional CPA firm. The role offers a strong work‑life balance, excellent benefits, and a fast track to Partnership.

Responsibilities include reviewing complex tax returns, serving as a subject‑matter expert, supervising staff, and providing tax planning and client service across SEC and closely held clients.