Tax Supervisor

Silicon Valley Tax LLC; San Jose (CA); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k)

CPA exam support

Path to Tax Manager

Job summary

Silicon Valley Tax LLC in San Jose, California, is seeking a Tax Supervisor to lead the preparation and review of individual and business returns, ensuring accuracy and timely filing.

This on-site role partners with leadership, mentors staff, drives tax planning discussions, and improves processes while upholding high-quality client service for high-net-worth individuals, founders, and small businesses.

Qualifications

• CPA license or active candidacy preferred.
• Experience preparing 1040, 1120, 1120-S, and 1065 forms.
• Several years of progressive public accounting or tax firm experience, including supervisory responsibilities.
• Excellent communication and client management skills.
• Ability to work on-site in San Jose, CA.

Responsibilities

• Oversee the preparation and review of individual and business tax returns.
• Manage engagement workflows and deadlines.
• Mentor and supervise staff; review workpapers and data.
• Coordinate with clients to gather information and lead tax planning discussions.
• Collaborate with leadership to improve processes and documentation.

Skills

Tax planning

Tax compliance

Client communication

Staff supervision

Excel

Education

CPA license

Tools

CCH Axcess

QuickBooks Online

Excel

Job description

Company Description

Silicon Valley Tax LLC is a boutique CPA firm based in San Jose, serving high-net-worth individuals, founders, and small businesses across the Bay Area. Building on a 23-year legacy of Zhai Financial, acquired in January 2026, the firm combines long-standing client relationships with a modern technology stack including TaxDome, CCH Axcess, QuickBooks Online, and Microsoft 365. The team provides comprehensive tax services, including individual and business tax returns, tax planning and advisory, bookkeeping, AR/AP, monthly close, payroll administration, and 1099 reporting. Silicon Valley Tax LLC also assists clients with IRS and FTB notice resolution, entity formation, and state nexus consulting, delivering high-touch advisory at every stage of the tax journey.

Role Description

The Tax Supervisor is a full-time, on-site role located in San Jose, California. This role oversees the preparation and review of individual and business tax returns, ensuring accuracy, compliance, and timely filing. The Tax Supervisor manages engagement workflows, mentors team members, reviews workpapers and financial data, and resolves complex tax issues. Day-to-day tasks include coordinating with clients to gather information, leading tax planning discussions and monitoring filing deadlines. The role collaborates with leadership to improve processes, maintain documentation standards, and uphold high-quality client service.

Qualifications

• Strong tax planning and advisory skills, including experience with strategies for individuals and business entities.
• Proficiency in tax compliance and tax preparation for forms such as 1040, 1120, 1120-S, and 1065.
• Ability to analyze and interpret financial statements to inform tax positions and recommendations.
• Solid understanding of federal and state tax law, with the ability to apply regulations to complex client situations.
• Certified Public Accountant (CPA) license or active candidacy strongly preferred.
• Several years of progressive public accounting or tax firm experience, including supervisory responsibilities.
• Experience with modern tax and accounting software (e.g., CCH Axcess, QuickBooks Online) and strong Excel skills.
• Excellent communication, client management, and organizational skills, with attention to detail and deadlines.
• Ability to work on-site in San Jose, Ca and collaborate effectively with a multidisciplinary team.
• Proven ability to lead and develop a tax team, including assigning and prioritizing work, reviewing staff output, giving constructive feedback and coaching team members through busy season.

What we offer

• Base salary: $75,000 per year
• Performance bonus based on billable hours
• Health, dental and vision insurance
• 401(k)
• CPA exam support
• A boutique firm with an established client base and a modern stack: TaxDome, CCH Axcess, QBO and Microsoft 365
• A path to Tax Manager for the right person