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Location: San Jose, CA | Schedule: Full-time, on-site

Overview

A well-established and highly profitable regional CPA firm serving the San Jose area is adding a Tax Director to its growing practice. This firm supports a diverse mix of SEC and closely held clients across multiple industries, and the role offers a genuine path toward Partnership for the right leader.

What you'll do

• Provide technical review and final approval of tax returns and governmental tax examinations of all complexity levels
• Serve as the go-to subject matter expert for a specific discipline or industry group
• Oversee client service delivery, ensuring engagements stay within budgeted time
• Take ownership of the firm's largest tax returns, delegating work to preparers as appropriate
• Join client meetings and tax planning sessions to support the A&A Department on major accounts
• Act as a resource to tax preparers, specialists, and A&A staff on technical tax questions
• Manage client relationships handed off from Tax Managers or delegated by Partners
• Keep firm personnel informed of relevant tax law changes and developments affecting clients
• Delegate and manage governmental tax examinations, and represent clients before taxing authorities when needed
• Track staff qualifications and review assignment appropriateness across the tax team
• Help build a well-trained staff through recruiting involvement, performance evaluations, training material development, and instruction in professional development programs
• Ensure billing and collections are handled accurately and on schedule
• Maintain a thorough understanding of the firm's tax philosophy and positions
• Stay current on broader economic and political trends that could influence tax legislation or the business climate
• Support practice development through referral source relationships and community or industry involvement
• Coach, develop, and train senior, semi-senior, and staff accountants
• Identify training needs across the tax staff based on their qualifications
• Take part in reviews and evaluations of the tax department
• Travel occasionally to client offices, meetings, and seminars
• Work overtime as needed throughout the year, with heavy overtime from January 1 to April 15 that may exceed 55 hours per week

Required qualifications

• Seven to ten years of public accounting experience with demonstrated progression in tax complexity, scope, and research
• At least two (2) years of experience representing clients before taxing authorities
• Minimum of one (1) year of experience supervising and directing the work of tax preparers
• Bachelor's degree in accounting
• Minimum of forty hours of continuing education annually to maintain and build technical and business skills
• Current, valid certified public accountant license
• Member in good standing with the American Institute of CPAs

Preferred qualifications

• Master's degree in taxation preferred

Compensation and benefits

• Strong work-life balance
• Excellent benefits package, including significant potential bonuses
• 5% employer contribution to the 401K program

Why this role

This position offers exposure to both SEC and closely held clients across varied industries, strong benefits including a 5% 401K match and sizable bonus potential, and a clear fast track to Partnership.