As the Partnership Tax Director, you’ll lead the team’s production of primary and secondary reviews of complex tax returns and provide tax consulting services for your individual, trust, partnership, and S corporation clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Partnership Tax leadership team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service   because together is how we succeed.  From day one, you’ll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.    

Your day-to-day may include: 

Attract and mentor talented professionals  Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget  Develop and maintain new business and client relationships, both with existing Firm clients and new clients  Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews  Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters  Respond to inquiries from the IRS and other tax authorities  Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships  Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients  Other duties as assigned 

You have the following technical skills and qualifications: 

Bachelor's degree in Accounting CPA required  Minimum ten years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience  Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, partnership, S corporation, individual and trust returns; proven ability to identify issues and work with specialists in other tax technical areas to resolve issues  Experience in working with high-net-worth individuals, owners of closely held businesses, private companies and family offices and a proven track record of implementation of tax strategies  Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships  Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills  Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment  Can travel as needed 

The base salary range for this position in San Francisco, CA and San Jose, CA only is between $174,800 and $262,200.

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