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Director of Tax - San Francisco, United States - Attivo Partners
Description
Role Overview
Attivo is in search of a dynamic Director of Tax to spearhead the establishment and growth of our new income tax division, enhancing Attivo's suite of accounting and financial services.
This role presents an exciting opportunity for the right candidate to capitalize on Attivo's impressive trajectory since its inception 6 years ago, and play a pivotal role in shaping the firm's future.
The Director of Tax will be responsible for overseeing multiple client engagements, delivering specialized tax advisory and compliance services tailored to the unique needs of early-stage, venture-backed companies.
Collaborating closely with firm leadership, the position will not only serve our clients but also play a vital role in expanding our business, directly influencing the firm's overall success.
The ideal candidate will have a proven track record working with early-stage startups, thrive in a dynamic and evolving environment, and consistently deliver exceptional service to clients.
The position location is flexible/work from home, with preference given to candidates in the following cities where Attivo has an employee presence: San Francisco/Bay Area, San Diego/Southern California, New York City, Austin, and Nashville.
Responsibilities
Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions
Prepare and review of tax projections, tax work papers and tax returns, specifically, Federal and State tax returns
Oversee and manage the tax return process including identification and resolution of tax issues
Develop and establish policies, procedures, and set up technical infrastructure for preparing and processing tax returns
Manage multiple tax engagements in a team environment and independently
Identify potential opportunities for new and/or expanded client services
Lead and manage engagements, including budgeting, billing and engagement economics
Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively
As the practice grows, mentor, train and manage staff accountants to meet deadlines and prioritize workload
Engage in business development activities, preparing proposals, presenting in webinars, collaborating with other colleagues to present a comprehensive tax strategy to prospective and current clients
Requirements
Solid understanding of GAAP, CPA preferred
Advanced Excel
Experience with standard software solutions:
QuickBooks Online, Xero, Netsuite, , Gusto, Expensify, Carta
Excellent written and verbal communication
Strong analytical and problem-solving abilities
Independent judgment and decision-making
Ability to manage multiple projects/priorities at a time
Professional curiosity & creativity
Passionate desire to learn & for continuous improvement
Proven market facing skills required to develop new business and sustain existing excellent client relationships
Must have visibility and recognition within your industry specialization and in your local market
Education & Experience
Bachelor's degree in Accounting or equivalent field is required
Public accounting experience
CPA or Bar License required
8+ years work experience in corporate tax compliance
Minimum of 4 years supervising and training experience
Master's degree in tax or equivalent field preferred
Experience working in a fast-paced technology, or professional services environment
Experience with corporation and partnership accounting and tax concepts
Professional Attributes
Professional integrity
High energy and enthusiasm, with a strong commitment to exceeding client expectations
Flexibility and openness to work on a variety of assignments, industries, and roles
Ability to learn quickly, make an immediate impact, and provide value-added service
Strong ability to connect and build relationships with clients, firm leadership, & peers
Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients
Team player with a strong desire to be an active, long-term participant in Attivo's growth
Entrepreneurial spirit and passion for startups and early-stage growth companies
Salary Range
Attivo offers a competitive base plus bonus, and opportunities for advancement. The starting salary range for the Director of Tax is approximately $200,000 to $235,000 per year plus bonus.
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