Director of Tax, Private Client Advisors

Director of Tax, Private Client Advisors

ATR - 3.8

San Jose, CA Job Details Full-time $195,000 - $266,000 a year 16 hours ago Benefits Profit sharing Wellness program Paid holidays Health insurance Dental insurance Paid time off Work from home Parental leave Vision insurance Paid sick time Qualifications Public accounting Research State tax Bachelor's degree Team management Accounting firm experience

Full Job Description 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 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 Bachelor's 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 Master's 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