Tax Strategist - Cpa

Edgar Law Group, LLP

Tax Strategist - Cpa

San Jose, CA
Paid
  • Responsibilities

    At Edgar Law Group, LLP, we believe that the busy tax season should be a time of mastery, not just survival. As a Tax Strategist, you'll have the opportunity to engage deeply with complex tax issues, focusing on sophisticated federal and state matters that require strategic thinking beyond mere compliance. You're not just another cog in a billable hour machine here; you'll be a vital member of our team, working alongside experienced attorneys and partners to craft innovative solutions for clients. In this role, your expertise in tax controversy, advisory planning, and compliance strategy will be instrumental in delivering coordinated legal-financial solutions that stand up to scrutiny. We foster a high-performance, team-oriented culture where your critical thinking and problem-solving skills will shine. At Edgar Law Group, we value your professional growth and provide a supportive environment where your contributions directly impact client success. Join us, and let's tackle the complexities of tax law together. 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