Job Description
Job DescriptionWe are looking for an experienced Tax Director to lead corporate tax operations and provide strong technical oversight for a growing client portfolio in San Diego, California. This role combines team leadership, return review, and engagement management with hands-on involvement in client service and tax planning support. The ideal candidate brings deep corporate tax knowledge, sound judgment, and the ability to coach professionals while maintaining high standards for quality and timeliness.
Responsibilities:
• Direct the day-to-day performance of the tax team by setting clear weekly goals, conducting regular one-on-one meetings, and delivering timely coaching that reinforces accountability.
• Perform final technical review of individual, S corporation, and partnership tax filings to ensure accuracy, completeness, and adherence to applicable standards.
• Manage tax engagements from initial launch through final delivery, coordinating assignments, monitoring progress, and keeping deadlines on track.
• Identify workflow challenges early, resolve obstacles before they affect delivery, and confirm work is ready before advancing for higher-level review.
• Respond to routine and moderately complex client questions with professionalism, while elevating sensitive or high-risk matters when appropriate.
• Contribute to tax planning and projection projects by developing financial models and preparing planning documentation using established firm guidelines.
• Mentor senior and staff-level team members to strengthen technical capability, improve independence, and expand overall team effectiveness.
• Take part in leadership meetings, raise operational concerns, and drive follow-up actions to completion across assigned areas.• Proven experience leading corporate tax teams within a public accounting or services environment.
• Strong technical expertise in annual income tax provision, corporate tax compliance, and corporate income tax matters.
• Demonstrated ability to review complex individual, S corporation, and partnership tax returns with a high level of accuracy.
• Hands-on experience using ATX Tax Software and other tax compliance platforms.
• Ability to manage multiple engagements simultaneously while maintaining quality standards and meeting deadlines.
• Strong communication skills with the ability to advise clients clearly and collaborate effectively with internal stakeholders.
• Experience developing team members through coaching, performance feedback, and technical training.