California Licensed Tax Director
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Job Summary
To support a growing practice, the remote California Licensed Tax Director will focus on strategic tax planning for high-net-worth clients, leveraging modern technology to provide proactive advisory services in a full-time capacity.
Key responsibilities
- Manage integrated tax planning for sophisticated high-net-worth individuals and closely held businesses
- Develop and maintain genuine client relationships while providing year-round tax strategy
- Utilize advanced technology and AI systems to enhance tax workflows and client service delivery
Required qualifications
- Bachelor's Degree in Accounting or a related field
- CPA or EA certification
- Over 10 years of tax experience from a Top 100 CPA firm
- Expertise in high-net-worth individuals, closely held businesses, and passthrough entities
- Experience with CCH Axcess software
Complete Job Description
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