Tax Director or Senior Manager

Company: Bridgeway Professionals
Location: San Jose
Posted on: May 3, 2024

Job Description:

Well established and highly profitable regional CPA firm has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, we continue to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our culture of learning and growth through targeted development and leadership programs together with a continual focus on client service and technological evolvement.Essential Functions:

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Demonstrates excellence in most advanced technical skills.
• Performs all task related to client service and sees that assignments are accomplished within budgeted time.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Delegates and manages tax research projects to achieve an accurate and efficient product.
• Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
• Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
• Assumes tax preparation responsibility for the more complex business returns.
• Assumes client service responsibility for clients the Tax Senior Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firms' clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
• Supervises tax staff and provides on-the-job training.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns.
• Accurate and timely billing and collection processes are made.
• Possesses a complete knowledge of the firms' philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.Nonessential Functions:
  • Prepares other reports and projects as requested from time to time by the partners.
  • Researches and evaluates tax preparation and tax research software for recommendation to partners.
  • Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
  • Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
  • Performs such other duties as may be assigned.Knowledge, Skills and Abilities:
    • Demonstrated knowledge of current tax laws. Prefer experience with both SEC and privately held clients from numerous industries, including complex tax provision experience.
    • Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
    • Ability to organize work and projects, prioritize and meet deadlines. Ability to complete work in an efficient and accurate manner.
    • Ability to reason and effectively multi-task.Supervisory Responsibilities:
      • Responsible for the development, coaching and training of senior, semi-seniors and staff accountants. -
      • Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs. -
      • Participates in reviews and evaluations of the tax department.
      • Minimum Qualifications:
      • Minimum of seven to ten years experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
      • At least two (2) years experience representing clients before taxing authorities.
      • Minimum one (1) year experience supervising and directing work of tax preparers.
      • Bachelor's degree in accounting required, Master's degree in taxation preferred.
      • Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
      • A current and valid certified public accountant's license is required.
      • Must be a member in good standing with the American Institute of CPAs THERE IS ONLY ONE WAY TO SUCCEED AT ANYTHING AND THAT IS TO GIVE EVERYTHING - Vince Lombardi NO ONE IS USELESS IN THIS WORLD WHO LIGHTENS THE BURDEN OF IT TO ANYONE ELSE - Charles Dickens NEVER TELL PEOPLE HOW TO DO THINGS. TELL THEM WHAT TO DO AND THEY WILL SURPRISE YOU WITH THEIR INGENUITY. - General George S Patton FAITH IS TAKING THE FIRST STEP EVEN WHEN YOU DON'T SEE THE WHOLE STAIRCASE - Martin Luther King, Jr. ONE LEARNS PEOPLE THROUGH THE HEART, NOT THE EYES OR THE INTELLECT - Mark Twain PEACE BEGINS WITH A SMILE - Mother Teresa LIFE IS 10% WHAT HAPPENS TO YOU AND 90% HOW YOU RESPOND TO IT - Lou Holtz LET ME WIN, BUT IF I CANNOT WIN, LET ME BE BRAVE IN THE ATTEMPT - Motto of the Special Olympics WE CAN'T HELP EVERYONE, BUT EVERYONE CAN HELP SOMEONE - Ronald Reagan FOR IT IS IN GIVING THAT WE RECEIVE - Francis of Assisi BE THE CHANGE YOU WISH TO SEE IN THE WORLD - Mahatma Gandhi
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Keywords: Bridgeway Professionals, Gilroy , Tax Director or Senior Manager, Executive , San Jose, California