California Licensed Tax Director

Job Summary

A company is looking for a Tax Director to join their Tax team to analyze and build tax planning strategies for high-net-worth clients.

Key Responsibilities

• Research, analyze, and review individual, corporate, and partnership tax returns for high-net-worth clients
• Lead niche responsibilities and provide insights on clients' entity structures and philanthropic strategies
• Partner with the Client Development team to identify tax-related opportunities and support client retention initiatives

Required Qualifications

• Minimum 10+ years of public accounting experience or equivalent experience
• Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
• Advanced tax code knowledge and application skills
• Experience with UltraTax and Sureprep is a plus
• Highly organized and tax-oriented with a client-first attitude