Tax Director: Practice Builder with Partner Track

ACCUDATA & CO.; San Diego (CA); Híbrido; USD 225.000 - 275.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Retirement plan

Paid time off

Paid holidays

California Paid Sick Leave

Hybrid work arrangements

Descripción de la vacante

Accudata & Co, a fast-growing tax and advisory firm serving high-net-worth clients in California and Hawaii, seeks a Tax Director to lead technical work and client relationships. You will report to Partners and help shape the practice while mentoring the next generation of tax professionals.

You will split time between advising complex clients, developing new relationships, and guiding a team of tax professionals, with an eye toward growth and community leadership.

Formación

• Active CPA license required.
• 10+ years of public accounting experience, with significant time in tax advisory.
• Director or Senior Manager experience preferred.
• Strong technical background in tax planning for high-net-worth individuals and closely held businesses.
• Demonstrated business development activity or strong interest in expanding in this area.
• Experience with multi-state, fiduciary, partnership, and/or estate and gift taxation a plus.

Responsabilidades

• Provide advanced tax planning and advisory services to high-net-worth individuals, closely held businesses, and family offices.
• Review complex returns across individual, corporate, partnership, fiduciary, and multi-state engagements.
• Guide clients through sophisticated tax strategies including entity structuring, estate and gift planning, and transaction advisory.
• Develop and maintain referral relationships with attorneys, wealth managers, financial advisors, and family office professionals.
• Serve as primary trusted advisor to key client relationships; collaborate with attorneys, financial advisors, and family office teams.
• Deliver proactive, high-touch client service with a focus on long-term relationships.
• Lead, mentor, and develop tax managers, seniors, and staff; provide training and quality oversight.

Conocimientos

CPA

Leadership

Business development

Public accounting

Communication

Educación

Bachelor's in Accounting or Finance

Master's in Taxation

Descripción del empleo

Accudata & Co, a fast-growing tax and advisory firm serving high-net-worth clients in California and Hawaii, seeks a Tax Director to lead technical work and client relationships. You will report to Partners and help shape the practice while mentoring the next generation of tax professionals.

You will split time between advising complex clients, developing new relationships, and guiding a team of tax professionals, with an eye toward growth and community leadership.