Senior Tax Consultant

1 week ago


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

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

Key Responsibilities
  • Conducts comprehensive technical reviews and authorizes all tax filings and governmental audits of varying complexity.
  • Takes full ownership of larger tax submissions while effectively delegating tasks to tax preparers as necessary.
  • Exhibits extensive knowledge and expertise in advanced technical skills essential for client advisory services.
  • Ensures all client service tasks are executed within the allocated budget and timeframe.
  • Engages actively in client consultations and tax planning initiatives to support the Auditing and Accounting Department with major clients.
  • Serves as a knowledgeable resource for tax preparers and A&A personnel on specific tax inquiries.
  • Handles tax preparation for more intricate business returns.
  • Manages client service for clients directly interacted with or those assigned by the Partner.
  • Communicates significant tax updates and developments to relevant firm personnel affecting client accounts.
  • Oversees and coordinates governmental tax audits; may represent clients before tax authorities.
  • Ensures a seamless process for tax return preparation, guaranteeing accuracy, completeness, and punctual delivery of all client tax filings.
  • Maintains adherence to accurate billing and collection procedures.
  • Researches and assesses tax preparation and research software for recommendations to partners.
  • Contributes to firm growth initiatives through engagement with referral networks and participation in community and industry events.
  • Supervisory Duties:
  • Responsible for the mentorship, 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 requirements.
  • 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 clear advancement 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 CPA license is mandatory.

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