Tax Director
San Jose, California
Tax – Tax /
Full Time Exempt /
Hybrid
SingerLewak is a Top 100 accounting and consulting firm in the west region. Serving clients since 1959, SingerLewak 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, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolvement.
Responsibilities
- 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.
- 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.
- 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 client service responsibility for clients the Tax 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.
- Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
- 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.
- Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
- 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.
- Occasional travel for work at clients’ offices, meetings, and seminars.
- Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
Qualifications
- 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.
$167,000 - $228,000 a year
SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.
