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We are looking for an experienced tax specialist to lead client tax engagements and guide the daily execution of a growing tax practice in California. This role combines advanced technical tax work with team leadership, client advisory support, and oversight of quality and deadlines across a diverse portfolio. The ideal candidate brings strong knowledge of individual, corporate, partnership, and nonprofit taxation, along with the ability to strengthen processes and deliver thoughtful planning strategies that support client goals.
Job Responsibility
Direct the day-to-day work of the tax function, ensuring returns and related filings are completed accurately and submitted on schedule
Prepare and examine complex tax returns for individuals, businesses, and tax-exempt organizations, providing high-level technical review before final approval
Lead tax planning initiatives and modeling exercises that help clients make informed decisions and improve tax efficiency
Coach, mentor, and support tax staff and senior accountants by offering technical guidance, workload direction, and ongoing development feedback
Organize departmental priorities, manage seasonal deadlines, and coordinate scheduling to maintain consistent delivery during high-volume periods
Build and maintain strong client relationships by advising on tax matters, discussing planning opportunities, and identifying additional value-added services
Meet with clients virtually and in person to review returns, gather information, and discuss planning recommendations
Strengthen internal quality standards by refining review procedures, improving workflow practices, and promoting efficient tax preparation processes
Respond to tax notices, support audit-related matters, and communicate with taxing authorities to help resolve client issues
Track changes in tax legislation, interpret their impact, and share practical guidance with leadership, staff, and clients as appropriate
Requirements
Bachelor's degree in Accounting, Business, Economics, or a related field
At least 5 years of hands-on tax experience, including work with individual and business tax returns
Active CPA license preferred
candidates with an EA credential or substantial progress toward licensure may also be considered
Demonstrated experience reviewing or preparing corporate, partnership, individual, and nonprofit tax filings
Working knowledge of federal, state, and local tax compliance requirements, including sales and use tax considerations
Proficiency with tax preparation software, including experience with Lacerte or similar platforms
Strong leadership, client communication, and technical research skills with the ability to manage multiple priorities effectively