Tax Specialist - Cpa

Edgar Law Group, LLP

Tax Specialist - Cpa

San Jose, CA
Paid
  • Responsibilities

    The busy tax season shouldn't feel like survival; it should feel like mastery. If you are a tax professional who enjoys complex work but is tired of production pressure, endless returns, and environments where thoughtful analysis takes a back seat to billable churn, we want to speak with you. Edgar Law Group, LLP is a San Jose–based boutique tax law firm seeking an experienced Tax Consultant (CPA) to join our growing team of legal and tax professionals. Our work focuses on sophisticated federal and California tax matters for individuals and businesses who need more than compliance—they need strategy. In this role, you will work directly with attorneys and partners on complex client matters involving tax controversy, advisory planning, compliance strategy, and resolution. Your work will contribute directly to coordinated legal-financial solutions designed to withstand scrutiny from the IRS and state taxing authorities. This is a role for someone who enjoys solving problems, thinking critically, and applying deep tax knowledge in a collaborative professional environment. Responsibilities: • Act as a trusted tax advisor, managing client relationships and addressing daily tax issues for a diverse clientele. • Educate clients on IRS collection processes, timelines, and best practices for avoiding future tax issues. • Manage deadlines related to IRS Notices (e.g., CP504, LT11) and ensure appropriate action is taken before escalation (e.g., before levy or lien issuance). • Offer federal tax compliance and consulting services tailored to specific industries. • Prepare accurate federal, state, and international income tax returns in line with regulations and deadlines. • Oversee income tax accounting for US and international subsidiaries, including tax provisions and compliance with accounting standards. • Stay updated on various tax resolution options such as Installment Agreements and Offer in Compromise. • Evaluate multiple collection resolution paths and document rationale based on the taxpayer’s financial condition. • Provide strategic tax planning guidance and supervision for tax planning initiatives. • Serve as the main point of contact with external audit firms and tax authorities regarding tax accounting and audit matters. • Establish and enforce internal controls for income tax accounting to ensure compliance and manage financial risks. • Develop and implement short-term and long-term tax strategies in collaboration with clients. • Analyze IRS and State financial statements for optimal resolution. • Negotiate resolution programs with the IRS and State Revenue Departments effectively. • Communicate with the IRS and State Revenue Departments on behalf of clients. • Research diverse tax issues, address inquiries from tax authorities, and offer recommendations to clients. • Coordinate with specialty tax practices on complex tax matters in various areas. • Manage client engagements, billing, and collections to achieve profitability targets. Qualifications: • A Bachelor's degree in Accounting or a related business field is required for this Tax Consultant - CPA position in San Jose, CA, US. • Having a CPA certification is a must, with a Master’s in Taxation considered an added advantage. • Previous experience with the California Department of Tax and Fee Administration (CDTFA) would be beneficial. • Demonstrated success in corresponding effectively with the IRS, including Revenue Officers, is highly valued. • The ideal candidate should possess a minimum of seven (7) years of experience in federal tax compliance and advisory services within a professional services firm. • In-depth knowledge of tax law, regulations, IRS, and State collection processes is essential. • Strong leadership skills with experience in supervising and mentoring tax professionals are required. • Excellent communication skills, both with clients and internally, are a key aspect of this role. • Proficiency in tax software and the Microsoft Office Suite is a necessary skill set. • Commitment to continuous learning, ethical integrity, and timely project completion are qualities we value in our team members. Compensation: $90,000 yearly

    • Act as a trusted tax advisor, managing client relationships and addressing daily tax issues for a diverse clientele. • Educate clients on IRS collection processes, timelines, and best practices for avoiding future tax issues. • Manage deadlines related to IRS Notices (e.g., CP504, LT11) and ensure appropriate action is taken before escalation (e.g., before levy or lien issuance). • Offer federal tax compliance and consulting services tailored to specific industries. • Prepare accurate federal, state, and international income tax returns in line with regulations and deadlines. • Oversee income tax accounting for US and international subsidiaries, including tax provisions and compliance with accounting standards. • Stay updated on various tax resolution options such as Installment Agreements and Offer in Compromise. • Evaluate multiple collection resolution paths and document rationale based on the taxpayer’s financial condition. • Provide strategic tax planning guidance and supervision for tax planning initiatives. • Serve as the main point of contact with external audit firms and tax authorities regarding tax accounting and audit matters. • Establish and enforce internal controls for income tax accounting to ensure compliance and manage financial risks. • Develop and implement short-term and long-term tax strategies in collaboration with clients. • Analyze IRS and State financial statements for optimal resolution. • Negotiate resolution programs with the IRS and State Revenue Departments effectively. • Communicate with the IRS and State Revenue Departments on behalf of clients. • Research diverse tax issues, address inquiries from tax authorities, and offer recommendations to clients. • Coordinate with specialty tax practices on complex tax matters in various areas. • Manage client engagements, billing, and collections to achieve profitability targets.

  • Compensation
    $90,000 per year