Tax Director - Private Client
Location: San Ramon, CA (or San Jose, CA)
Overview
A top-20 national accounting and consulting firm is seeking a Tax Director for its private client practice in San Ramon, California (San Jose also considered). This role reviews complex high-net-worth individual returns, consults on transactions, manages large engagements and develops managers.
Responsibilities
- Perform technical reviews of tax returns for high-net-worth individuals
- Provide consultation on business and personal transactions and related tax implications
- Manage larger, complex engagements and the workflow of multiple clients and deliverables
- Review or conduct research on complex or emerging tax issues and prepare supporting memoranda
- Engage with business development, identify opportunities and pursue extended services
- Train and develop managers responsible for engagement management
- Stay current on tax law changes and share updates with the tax practice
Qualifications
- Bachelor's degree in accounting, tax, finance or a related discipline
- Qualified to practice before the IRS (CPA, EA or JD)
- 8+ years of public accounting tax experience or equivalent
- 4+ years in a managerial role involving clients and team members
- Master's degree in accounting or taxation preferred
If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.