Tax Partner - State and Local Tax

Calqulate; San Jose (CA); Hybrid; USD 240,000 - 350,000; Full time

Benefits offered by this job

Hybrid work arrangement

Bonuses potential

401K with 5% employer contribution

Excellent benefits

Job summary

Calqulate Metrics Ltd is seeking a Tax Partner for State and Local Tax who will specialize in California SALT regulations and client service. The role offers a hybrid in-office and home-based schedule with offices in multiple CA locations, including San Jose.

The candidate should have extensive public accounting experience, CPA or JD, and strong leadership in tax research, client development, and staff management. Excellent benefits and potential bonuses accompany this senior opportunity.

Qualifications

• Requires 10 to 15 years of public accounting experience.
• CPA or JD is required.
• 40 hours of continuing professional education annually is required.

Responsibilities

• Perform technical tax review and approval of income tax, sales tax, franchise and gross receipts taxes.
• Advise clients independently with advanced SALT knowledge.
• Manage client service tasks within budgeted time and contribute to profitability.
• Develop and participate in SALT-related business development initiatives.
• Supervise staff, recruit, train, and evaluate personnel for promotions and retention.

Education

Bachelor’s degree in accounting

Master’s degree in accounting

Job description

Tax Partner - State and Local Tax

Well established, highly profitable regional CPA firm seeks a direct entry Tax Partner to add to their growing staff. Must be a subject matter expert in State of CA state and local tax regulations.The selected individual will work a hybrid in- office and home based schedule, and can base in an office in either L. A., Irvine, Woodland Hills, San Francisco, or San Jose. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, and high profit sharing potential!

Responsibilities

• Performs technical tax review and approval of income tax or sales tax returns and governmental tax examinations of any complexity. This would also include franchise and gross receipts taxes (e.g. Texas, Ohio). Sales and use tax experience would be a plus
• Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients independently.
• Performs all tasks related to client service and sees that assignments are accomplished within budgeted time. Understands firm economics and profitability.
• Demonstrated record of business development for SALT-related projects and continued participation in the business development process
• Delegates and manages tax research projects to achieve an accurate and efficient product.
• Involved with the management and administration of the personnel function as it relates to acquisition, training, retention, and utilization of accounting staff. Recruits or assigns individuals to recruit students at selected colleges and universities.
• Interviews and oversees extending initial offers of employment to potential accounting staff employees. Reviews and evaluates accounting staff personnel for purposes of promotion and salary adjustment. Releases employees on the accounting staff who are not to be retained.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Maintains familiarity with qualifications of all SALT 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.
• Adheres to 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.
• Involved with updating the Firm's Quality Control Document.
• Participates in the Firm’s practice development efforts.
• Maintains consistent and effective relationships with the Firm's federal tax partners, directors and managers.
• Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
• Participates on various committees; offers opinions and insight to better improve the Firm’s operation and profitability.

Qualifications

• Generally, requires ten (10) to fifteen (15) years of experience in public accounting, demonstrating a proven progression in complexity, scope, and number of engagements managed.
• Bachelor’s degree in accounting, or master’s degree in accounting.
• Minimum of forty (40) hours of continuing professional education is required each year to maintain and develop technical and business skills.
• A current and valid CPA or JD is required.