Deputy Tax and Accounting Leader - Judge Group

Location: Pleasanton, CA
Salary: $100,000.00 USD Annually - $150,000.00 USD Annually
Description:

Deputy Tax & Accounting Leader

The Deputy Tax & Accounting Leader will play a pivotal role in shaping our tax and bookkeeping services while managing a large team of tax professionals. As a CPA with over 5 years of experience, you will provide expert guidance on complex tax issues, drive business growth, and ensure high-quality tax services for a diverse client base. You will be responsible for implementing our overall delivery strategy, fostering strong client relationships, exceeding quality expectations, and guiding the professional development of junior team members. This role reports to the Tax & Accounting Leader and involves close collaboration with other leadership members across the company.

Key Responsibilities

Support Department Leadership:

• Assist the Tax & Accounting Leader in managing a team of tax professionals, including managers, senior staff, and associates.
• Effectively allocate resources to meet client deadlines and maintain high-quality standards in tax compliance.

Client Relationship & Engagement Management:

• Collaborate with other professionals to serve as a senior tax advisor for key clients, focusing on tax planning, compliance services, and consulting.
• Assist in managing complex client engagements, ensuring quality and timely delivery.

Tax Strategy & Planning:

• Help develop and execute tax strategies that focus on tax minimization, compliance, and risk management.
• Provide technical guidance on tax issues, including corporate, individual, and partnership tax matters.

Technical Expertise & Advisory:

• Provide technical support for the review of complex tax returns and ensure compliance with regulatory requirements.
• Assist in researching tax positions on emerging issues and providing defensible tax advice to clients.

Team Development & Mentorship:

• Mentor tax managers and junior staff to develop their technical skills and leadership abilities.
• Participate in performance reviews and conduct training sessions on new tax regulations and best practices.

Risk Management & Quality Control:

• Work with the Tax & Accounting Leader and the quality control team to monitor compliance with professional standards and regulatory requirements.
• Support efforts to document and defend tax positions effectively, minimizing risk for both the practice and clients.

Practice Growth & Business Development:

• Identify new business opportunities and service lines to contribute to the growth of the tax practice.
• Participate in networking and client outreach efforts to attract new clients and expand existing relationships.

Collaboration with Leadership:

• Collaborate with the Tax & Accounting Leader and other leadership team members to develop and implement long-term strategies for growth and client service.
• Contribute to policy-setting and practice-wide decision-making as needed.

Requirements

• Certified Public Accountant (CPA) designation required.
• 7+ years of experience in tax, including public accounting and tax compliance.
• Strong knowledge of federal, state, and local tax laws.
• Proven experience in managing tax teams or significant client engagements.
• Excellent communication and client relationship management skills.
• Proficiency in tax software (e.g., UltraTax, ProSystem, Lacerte) and Microsoft Office Suite.

Preferred Skills

• Master’s degree in Taxation or a related field.
• Experience with specialized tax areas (e.g., international tax, M&A, or SALT).
• Strong leadership skills with experience mentoring and developing staff.

Contact: mmcknight@judge.com