TAX Director

San Jose, California

Richard & Associates HR
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Well established, highly profitable regional CPA firm seeks a Tax Director to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression.

Responsibilities:
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
Serves as a subject matter expert in discipline or industry.
Performs all task related to client service and sees that assignments are accomplished within budgeted time.
Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
Communicates to the appropriate firm personnel important tax and tax developments affecting the firms clients.
Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
Maintains familiarity with qualifications of all 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.
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.
Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
Responsible for the development, coaching and training of senior, semi-seniors and staff accountants.
Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
Participates in reviews and evaluations of the tax department.
Occasional travel for work at clients offices, meetings, and seminars.
Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
Qualifications:
Seven to ten years experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
At least two (2) years experience representing clients before taxing authorities.
Minimum one (1) year experience supervising and directing work of tax preparers.
Bachelors degree in accounting required, Masters degree in taxation preferred.
Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
A current and valid certified public accountants license is required.
Must be a member in good standing with the American Institute of CPAs.
Date Posted: 11 June 2024
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