Tax Director [CPA required] for growing CPA Firm

Vertical Careers, Inc. - Orange County, CA

Tax Director

Our client is a well established local CPA firm located in north Orange County, CA. They're seeking an experienced Tax Director to join their leadership team.

When professionals move to a smaller firm, they will find more free time, moderate deadlines, and a better balance of work and personal life. With a smaller firm, you can still be committed to your career without sacrificing your quality of life as well as closer relationships to clients and colleagues.

About Firm:

We pride ourselves on our pursuit of excellence in all that we do. The scope of the Tax Director duties include assisting with agriculture, construction, dairy, real estate, manufacturing, and distribution clients, in addition to many other areas. We build trusting relationships with our clients in order to execute the most effective strategies to help them achieve their goals. We’re looking for hardworking, inspiring people to join our team who truly want to grow professionally, and who want to see their clients succeed. This position provides an excellent opportunity for the right individual to develop judgment and breadth of experience that is needed to become a Director. We’re grateful for your interest in becoming a part of our professional family.

Summary:

  • Oversee the efforts of multiple client service teams on engagements for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts.
  • Plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget.
  • Will conduct secondary review of, and have ultimate responsibility for, complex income tax returns including federal and multi-state filings.
  • Maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively.
  • Be responsible for managing, developing, training, and mentoring Associates and Managers on tax projects, and assessing performance for engagement reviews.

Essential Functions:

  • Manage preparation of federal, multi-state, international corporate (consolidated and separate), partnership individual returns, not-for-profit, estate and trust, and others as required.
  • Supervise and timely complete multiple engagements simultaneously including staffing selection and review.
  • Complete complex tax planning research assignments with multiple alternatives and presentations to clients.
  • Focus efforts on consulting with clients on moderate to complex issues; follow-up with innovative solutions to effectively meet and exceed client expectations.
  • Manage all aspects of client projects, including but not limited to, delegating tasks and assisting with resolution of project issues. Communicate progress of work to partner(s)/sr. leadership.
  • Keep up with emerging tax rules and regulations.
  • Maintain, develop and expand client relationships.
  • Meet with prospective clients and attract them by demonstrating superior tax skills.
  • Act as a mentor to accounting staff, while providing constructive feedback and identifying needs for professional development.

 

Qualifications:

  • California CPA license required
  • 8+ years of public accounting experience
  • Expert knowledge of MS Office (Excel, Word, Outlook, and PowerPoint)
  • Expert knowledge of tax research software (i.e., Bloomberg, RIA, etc).
  • Must be technically proficient in broad based areas of taxation.
  • Excellent verbal and written communication skills.
  • Presentation skills and strong organizational techniques are required
  • Highly motivated.
  • Capable of managing multiple client engagements in addition to completing tasks related to business development.
  • Able to attain visibility and recognition within industry specialization and local market.

Firm Benefits:

Our client offers a competitive compensation and benefits package which includes, but is not limited to the following: medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, 401(k) plan, profit sharing plan, section 125 plan, New Client Referral Bonus, Recruitment Bonus, CPE training, paid professional dues, and alternative work schedule during the off-season.



Posted On: Thursday, April 1, 2021
Compensation: Market Pay DOE



Position Contact
Eva Chiu
Managing Partner| Executive Search
(626) 608-5228
eva@vertical-careers.com,

Eva Chiu has 20 years of specialized staffing and recruitment expertise. Eva is known for her energy, enthusiasm and passion for connecting the right people with the right opportunities whereby helping you "Step Up in the World!" Her dedication to providing the highest quality service to both clients and candidates is one of her strongest attributes. Prior to Vertical Careers, Eva spent nearly 10 years with one of the nation’s largest specialized staffing firms first, as an account manager, and then as an executive recruiter specializing in accounting and finance professionals, achieving numerous accolades, including:

  • Superstars 2003, 2004 (Account Manager)
  • Superstars 2005, 2006, 2008, 2009 & 2010 (Executive Recruiter)
  • Rookie of the Year 2005 (Executive Recruiter)
  • Southern California Executive Recruiter of The Year 2006
  • Platinum Club 2006, 2008 & 2010 (Top 5%)
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