High Net Worth Tax Director

3 weeks ago

San Jose, California, United States GHJ Full time

Job Summary:

We are seeking a highly skilled Tax Managing Director to lead client engagements for several significant clients of the firm. The ideal candidate will have extensive experience in public accounting (tax) and a proven ability in handling tax complexity, scope, and research.

Key Responsibilities:

  • Develop and lead client relationships with existing and new clients of the firm.
  • Lead client meetings and work with internal teams to develop client planning opportunities.
  • Perform technical tax review and approval of all tax returns for clients of the firm.
  • Communicate effectively across the firm regarding client matters.
  • Delegate, manage, and perform tax research projects to achieve an accurate and efficient product.
  • Act as a resource for tax preparers/specialists on specific tax issues and/or questions.
  • Communicate tax and tax developments affecting the firm's clients, including tax blogs and articles.
  • Manage and lead governmental tax examinations; may represent the client before the appropriate taxing authorities.
  • Supervise members of the tax team and provide on-the-job training.
  • Develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.

Requirements:

  • 10+ years of experience in public accounting (tax) with a proven ability in handling tax complexity, scope, and research.
  • Bachelor's degree in Accounting, Business, or related equivalent.
  • Masters of Science degree in Taxation or a J.D. highly preferred.
  • CPA certification required.
  • Prior leadership of client engagements and supervisory experience of managers and staff.
  • Participation in career development program to improve managerial, communication, and interpersonal skills.

What We Offer:

GHJ is an equal opportunity employer. We prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law.

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