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Singerlewak

Posted 3 months ago

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Tax Director

San JoseHybrid

AI Summary

Tax Director at SingerLewak in San Jose, California. Oversees technical tax review and approval of complex tax returns, leads and delegates tax preparers, serves as subject matter expert, manages client service and budgets, and participates in tax planning, client meetings, and firm practice development.

About this role

SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western 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 evolution.

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.
  • Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
  • 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.
  • 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.

    • Skills

    Client ServiceCPAFirm Practice DevelopmentPublic AccountingTax ExaminationTax PlanningTax Return PreparationUS Taxation

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