Tax Director - Regional CPA Firm

$180,000 - $220,000/Yr

CyberCoders - Irvine, CA

Full-time - Senior

Irvine, CA

101-250 employees

Administrative and Support Services

About the position

The Tax Director position at a top-ranked CPA firm in Irvine, CA, is a hybrid role designed for an experienced professional with over 15 years in Public Accounting. This role emphasizes strong leadership and technical expertise in tax, with a clear pathway for advancement to a Partner position based on performance. The firm values work-life balance and has a supportive culture, making it an attractive opportunity for those looking to grow in their careers.

Responsibilities

• Supervise, train, and mentor Tax Managers/Associates on client engagements and technical issues.
• Identify and implement tax planning and consulting opportunities.
• Review and manage tax returns, extensions, and tax planning calculations for all entity types, focusing on Individual.
• Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records.
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability for key clients.
• Manage client engagements from start to finish, including planning, executing, directing, and completing tax projects, managing the budget, and meeting deadlines and client expectations.
• Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns.
• Conduct complex tax research and prepare memoranda outlining findings and conclusions.
• Respond to IRS and state agency audits, inquiries, and tax notices.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Lead the department in knowledge of software, processes, and workflows.

Requirements

• 15+ years minimum of relevant experience in Public Accounting.
• Experience in individual tax compliance and planning.
• Tax research experience (RIA).
• Experience with gift, estate, and trust returns is a plus.
• Experience in partnership tax is a plus.
• Outgoing and friendly personality, a team player.
• Forward-thinking with a desire to improve, learn, and grow.
• Ability to train, mentor, and develop staff.

Nice-to-haves

• Experience in partnership tax would be a plus.
• Gift, estate, and trust return experience would be a plus.

Benefits

• Vacation/PTO
• Medical
• Dental
• Vision
• 401k
• Bonus