California Licensed Tax Director
Job Summary
Seeking a California Licensed Tax Director for a hybrid role to lead client relationships, review and sign tax returns, and deliver tax projections for high-net-worth clients while enjoying a supportive work environment and work/life balance.
Key responsibilities:
- Partner with UHNW clients to identify tax goals and develop tailored recommendations
- Communicate complex tax solutions clearly and build long-lasting client relationships
- Review and sign various tax returns while providing insights on clients' financial structures and strategies
Required qualifications:
- Minimum 15+ years of public accounting or equivalent tax experience
- Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
- Strong knowledge of advanced tax codes and applications
- Experience with CCH software, including Axcess and SafeSend, is a plus
- Highly organized with excellent time-management skills
Complete Job Description
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