Senior Tax Consultant

2 weeks ago


San Jose, California, United States Affinity Executive Search Full time
Position Overview

The Tax Manager plays a crucial role in ensuring the effective, precise, and timely preparation of all client tax filings. This position involves making informed decisions on a wide range of tax scenarios.

Key Responsibilities
  • Conducts thorough technical reviews and approvals of all tax submissions and government tax audits, regardless of complexity.
  • Takes full ownership of larger tax filings while delegating tasks to various tax preparers as necessary.
  • Exhibits extensive knowledge and expertise in advanced technical skills essential for client advisory.
  • Manages all client service tasks, ensuring assignments are completed within the allocated time frame.
  • Actively engages in client meetings and tax planning initiatives to support the Auditing and Accounting Department with major clients.
  • Serves as a resource for tax preparers and A&A staff on specific tax inquiries and issues.
  • Handles tax preparation for more intricate business returns.
  • Maintains client service responsibilities for clients directly managed or those delegated from the Partner.
  • Communicates significant tax developments to relevant firm personnel that may impact clients.
  • Oversees and manages government tax audits, potentially representing clients before tax authorities.
  • Ensures a seamless process for tax returns through the preparation system, guaranteeing accurate, complete, and timely delivery of all client tax filings.
  • Ensures adherence to accurate and timely billing and collection processes.
  • Researches and assesses tax preparation and research software for recommendations to partners.
  • Contributes to firm development initiatives through engagement with referral sources and participation in community and industry activities.
  • Supervisory Duties:
  • Responsible for the development, coaching, and training of Supervising Seniors, Seniors, Semi-seniors, and Staff accountants.
  • Must be knowledgeable about the qualifications of all Tax staff members to effectively address their training needs.
  • Participates in the evaluation and review processes of the Tax Department.
Qualifications
  • A minimum of five to seven years of experience in public accounting, showcasing a proven track record in tax complexity, scope, and research.
  • At least one year of experience supervising and directing the work of tax preparers.
  • A Bachelor's degree in accounting is required; a Master's degree in taxation is preferred.
  • A current and valid Certified Public Accountant (CPA) license is mandatory.


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