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
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IS IN GIVING THAT WE RECEIVE - Francis of Assisi BE THE CHANGE YOU
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Keywords: Bridgeway Professionals, Madera , Tax Director or Senior Manager, Executive , San Jose, California
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