Tax Director and Tax Manager at Bridgeway Professionals
San Jose, CA 95199
About the Job
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 tasks 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 firm’s 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 firm’s 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.
- Bachelor’s degree in accounting required, Master’s 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 accountant’s license is required.
- Must be a member in good standing with the American Institute of CPAs.