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Infinity Search Partners
Posted on Aug 15
Los Gatos, CA
Our Client, a private wealth consulting firm seeks a Tax Senior for their South Bay office. This firm is well known in the Silicon Valley community, and has had a strong reputation. This is an exciting firm with tremendous growth. The Tax Senior is a highly visible role and will be reporting directly to the Director of Tax. This manager is so warm and friendly and offers work/life balance as well. All the candidates I have placed here are still here. There is very little turnover. This position is located in the heart of beautiful Los Gatos.
Essential Job Responsibilities
· Implement client’s engagements from start to finish (planning, executing, directing, and completing tax projects)
. Manage engagements budgets.
Supervise, train, and mentor staff and interns on tax projects.
Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities.
Prepare more complex tax returns for individuals, trusts, partnerships, and corporations.
Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements.
Assist partners on proposals and business development calls.
Gain understanding of client operations, processes, and business objectives.
Possess an understanding of state and foreign tax issues.
Perform other job-related duties as necessary. Requirements & Qualifications: The successful candidate will possess the following basic qualifications:
Excellent project management, analytical, interpersonal, oral and written communication skills.
Strong experience in staff and tax management.
Strong leadership, training, and mentoring skills.
Ability to thrive in a dynamic team environment
Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude.
Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines.
Dedicated to superior client service.
Strong organizational skill and attention to detail.
The successful candidate will possess the following qualifications:
Minimum of 2-3 years of professional experience, preferably in a Tier 1 or Tier 2 public accounting firm.
Strong tax accounting skills with proficiency in US GAAP and tax compliance.
Proficiency in Microsoft Office software programs, including spreadsheet programs (i.e. Excel).
Bachelor’s degree in Accounting or related field.
Advanced degree in accounting is highly desirable, but not mandatory.
CPA certification (active) preferred
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