Tax Director - Private Client

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.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.