Director of Tax, Private Client Advisors

Title: Tax Director, Private Client Services 

Location: San Jose, CA

Salary: 195k to 266k

Overview: Accounting and consulting firm is seeking a Tax Director to join its Private Client Services practice. 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