Tax Director: Path to Partnership, Bonuses, 401K

Talent With Heart; San Jose (CA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

401K match 5%

Performance bonuses

Job summary

Talent With Heart is seeking a Tax Director to lead the tax function for a well established, profitable regional CPA firm in California. The role offers strong work-life balance, generous benefits including a 5% employer 401(k) contribution, and potential for partnership.

Responsibilities include overseeing technical tax reviews, representing clients before tax authorities, mentoring staff, and driving tax planning across SEC and closely held clients in diverse industries.

Qualifications

• Seven to ten years experience in public accounting with 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.
• Continuing education: minimum of forty hours each year to maintain/ develop technical and business skills.
• CPA license current and active; member in good standing with the American Institute of CPAs.

Responsibilities

• Performs technical tax reviews and approves tax returns and governmental examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Manages client service, ensuring assignments meet budgeted time.
• Assumes responsibility for large tax returns and delegates to staff as needed.
• Participates in client meetings and tax planning to assist the A&A department with large clients.
• Acts as a resource for tax staff on tax issues and questions.

Education

Bachelor’s degree in accounting

Master’s degree in taxation (preferred)

Job description

Talent With Heart is seeking a Tax Director to lead the tax function for a well established, profitable regional CPA firm in California. The role offers strong work-life balance, generous benefits including a 5% employer 401(k) contribution, and potential for partnership.

Responsibilities include overseeing technical tax reviews, representing clients before tax authorities, mentoring staff, and driving tax planning across SEC and closely held clients in diverse industries.