Tax Consultant

3 weeks ago


San Jose, United States Edgar Law Group LLP Full time
Description

Edgar Law Group, LLP is hiring a Tax Consultant/CPA to work out of our San Jose office. We are a boutique law firm specializing in the tax implications of legal issues involving real estate, estate planning, probate, bankruptcy, and business matters. We also represent individuals and businesses nationwide in matters involving income taxes, employment and payroll taxes, sales taxes, capital gains taxes, and other taxes.

We are proud of our 5-star Google review rating and strive to always deliver exceptional services and build lasting relationships with our clients. We are looking for a tax professional who is as analytical as s/he is conscientious in terms of caring for our clients and working diligently to resolve their legal matters.

This is a leadership opportunity for the right candidate who can demonstrate his/her skills in leading a team and serving as a mentor to other tax professionals. We will teach you and ask that you also share your knowledge about the very important work we do for our clients. Edgar Law Group is comprised of legal, tax, and administration professionals who take our work seriously and who are committed to becoming the best in the business.

This is a key position in our tax practice. It is a full-time job that will require you to be in our office with our team. During tax time, portions of this job can be performed well in a remote/virtual environment, but some of the tasks require your presence on-site in the offices. You must be able to work in the office for at least 30 hours per week.

Your knowledge and skills will play a pivotal role in protecting and advancing our clients' interests. If you are ready to grow your career and work with a team of talented professionals in an enjoyable work environment, we want to hear from you. Join us and contribute to a team that not only tackles intricate tax issues but also fosters professional growth and success.

Responsibilities

•Be a valued tax business advisor and lead client relationships on day-to-day tax matters with various clientele.
•Provide various federal tax compliance and consulting services to industry-specific clients.
•Prepare federal, international, and state income tax returns, ensuring accuracy, timeliness, and compliance with all relevant regulations.
•Direct the accountng for income taxes in the US and international subsidiaries, including preparation of tax provisions and adherence to accounting standards.
•Maintain an understanding of all tax resolution options such as Installment Agreements, Currently Non-Collectible, Offer in Compromise, etc.
•Provide strategic guidance and oversight for tax planning initiatives.
•Serve as the primary liaison with external audit firms and tax authorities on tax accounting, audit issues, and regulatory inquiries.
•Establish and maintain internal controls over accounting and reporting practices for income taxes to ensure compliance and mitigate financial risks.
•Develop and execute short-term and long-term tax strategies, working closely with our diverse clientele.
•Prepare and analyze IRS and State financial statements for best resolution.
•Effectively negotiate resolution programs with IRS and State Revenue Departments.
•Communicate with IRS and State Revenue Departments on behalf of clients.
•Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration.
•Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas.
•Manage client engagement, billings/collections, and ensure client profitability targets are met.

Qualifications

•Bachelor's degree in Accounting or a related business field
•CPA certification required; Master's in Taxation a plus
•Experience with the California Department of Tax and Fee Administration (CDTFA) a plus
•Extensive experience corresponding successfully with the IRS, including Revenue Officers
•At least seven (7) years of experience in federal tax compliance and advisory services within a professional services firm
•In-depth knowledge of tax law and regulations and knowledge of the IRS and State collection processes
•Demonstrated expertise in tax management with thorough knowledge of state and federal tax regulations
•Experience in supervising and mentoring tax professionals
•Strong analytical skills with a proven ability to manage a diverse caseload
•Excellent communication, leadership, and client service skills
•Demonstrated ability to manage projects, lead teams, and supervise staff effectively
•Commitment to continuous learning to maintain knowledge of relevant tax strategies
•Demonstrated commitment to ethical integrity in professional conduct
•Sense of urgency and commitment to the quality and timely completion of projects
•Advanced proficiency in tax software and Microsoft Office Suite
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