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Tax Managing Director
Tax Managing DirectorConfidential • San Jose, CA, United States
Tax Managing Director

Tax Managing Director

Confidential • San Jose, CA, United States
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Tax Managing Director

About the Company

Fast-growing CPA firm

Industry

Accounting

Type

Privately Held

About the Role

The Company is seeking a Tax Managing Director to join their dynamic finance team. The successful candidate will be responsible for providing strategic tax advice for high-net-worth individuals, optimizing tax planning, and ensuring compliance with tax laws and regulations. This role requires a driven and experienced tax professional with a Certified Public Accountant (CPA) qualification and a minimum of 15 years of experience in tax management, preferably in public accounting. The Tax Managing Director will play a pivotal role in building strong client relationships, leading a team, and mentoring staff to effectively manage the complex tax needs of clients, including HNWI, gift, and trust & estates.

Applicants for the Tax Managing Director position at the company should possess strong leadership skills, excellent analytical and problem-solving abilities, and be detail-oriented with a high level of accuracy in tax return preparation and review. The role demands a candidate with a proven track record of meeting tight deadlines in a fast-paced environment, and proficiency in tax software and the Microsoft Office Suite. The ideal candidate will have a deep understanding of tax laws, regulations, and compliance requirements for high-net-worth individuals, and the ability to research complex tax issues to provide innovative solutions. Strong communication and interpersonal skills are essential for building and maintaining relationships with clients and internal stakeholders.

Travel Percent

Less than 10%

Functions

  • Finance
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Managing Director • San Jose, CA, United States

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