Director of Tax, Private Client Advisors

Title: Tax Director Private Client Services

Location: San Jose / San Ramon CA

Salary: $195000 $266000

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

• 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
• Provide consultation on business and/or personal transactions and their related tax implications consequences and treatment
• Manage larger complex engagements and multi-client workflows to minimize risk meet deadlines and maximize engagement economics
• Conduct or review high-level research on complex and emerging tax issues; prepare supporting memorandums
• Build relationships across the firm identify cross-selling opportunities and actively bring opportunities to clients by collaborating across service lines
• Contribute to thought leadership through technical publications and speaking engagements both internally and externally
• Lead formal learning opportunities and support development of training materials in collaboration with the Learning & Development team
• Mentor and develop managers on engagement management responsibilities including billing analysis budgeting scheduling staffing and client relations
• Stay current on tax law changes and provide updates and training to the broader tax practice

Qualifications

• Bachelors degree in Accounting Tax Finance or a related discipline
• CPA JD or EA designation (must be qualified to practice before the IRS)
• Minimum 8 years of public accounting experience in taxation or equivalent
• Minimum 4 years in a managerial role involving clients and team members
• Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax gift tax and estate tax
• Strong knowledge of accounting theory and federal state and local tax laws
• Flexibility to work from home while collaborating in person approximately half the time

Preferred

• Masters degree in Accounting or Taxation

Benefits

• Medical dental and vision coverage
• Generous PTO and paid sick time
• Flexible work arrangements
• 401(k) with profit sharing
• Wellness program
• Generous parental leave
• 11 paid holidays