Title: Tax Director, Private Client Services
Location: San Jose / San Ramon CA
Salary: $195,000 – $266,000
Overview:Accounting and consulting firm is seeking a Tax Director to join its Private Client Services practice in Northern California. This is a senior leadership role focused on serving high-net-worth individuals and their closely held businesses, with responsibility for managing complex engagements, driving cross-firm collaboration, contributing to thought leadership, and developing the next generation of tax professionals.
Key Responsibilities
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Perform technical reviews of tax returns for high-net-worth individuals, including personal income tax, closely held businesses (pass-through entities), trusts, estates, and gift tax returns
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Provide consultation on business and/or personal transactions and their related tax implications, consequences, and treatment
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Manage larger, complex engagements and multi-client workflows to minimize risk, meet deadlines, and maximize engagement economics
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Conduct or review high-level research on complex and emerging tax issues; prepare supporting memorandums
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Build relationships across the firm, identify cross-selling opportunities, and actively bring opportunities to clients by collaborating across service lines
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Contribute to thought leadership through technical publications and speaking engagements, both internally and externally
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Lead formal learning opportunities and support development of training materials in collaboration with the Learning & Development team
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Mentor and develop managers on engagement management responsibilities including billing analysis, budgeting, scheduling, staffing, and client relations
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Stay current on tax law changes and provide updates and training to the broader tax practice
Qualifications
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Bachelor's degree in Accounting, Tax, Finance, or a related discipline
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CPA, JD, or EA designation (must be qualified to practice before the IRS)
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Minimum 8 years of public accounting experience in taxation or equivalent
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Minimum 4 years in a managerial role involving clients and team members
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Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax
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Strong knowledge of accounting theory and federal, state, and local tax laws
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Flexibility to work from home while collaborating in person approximately half the time
Preferred
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Master's degree in Accounting or Taxation
Benefits
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Medical, dental, and vision coverage
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Generous PTO and paid sick time
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Flexible work arrangements
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401(k) with profit sharing
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Wellness program
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Generous parental leave
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11 paid holidays
