Tax Director - United States X Advisors California

Are you a strategic tax professional ready to make an impact and lead a dynamic team at a top CPA firm? Do you thrive on challenging tax projects, mentoring top talent, and driving client success? If you’re seeking a place to build your career in tax, lead with purpose, and collaborate with like-minded experts, we want to talk to you!

About Us

United States X Advisors (USXA) was formed through a rich history of full-service audit, tax and advisory firms in Utah, Washington, California and Florida. Our Southern California office (formerly Sobul, Primes & Schenkel)[1] recently joined the platform and is poised for significant growth.

United States X Advisors California, a growing public accounting firm with offices in Sherman Oaks and West Los Angeles, is looking for a Tax Director to join our team! We offer a culture that understands work/life balance and a place where people enjoy coming to work! This opportunity is for a hybrid/in-office position at either of our office locations. Here at USXA CA, we’re committed to creating an inclusive culture where all employees feel welcomed and valued.

The Tax Director will report to the Partners of the firm. The ideal candidate will exhibit high standards, excellent communication skills, have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

At United States X Advisors California (USXA CA), we are known for our forward-thinking approach, commitment to client success, and our collaborative, growth-oriented culture. We serve a diverse client base across a wide range of industries, offering our employees a unique platform to deepen their expertise and make a real difference in the lives of our clients. As we continue to grow, we are seeking a Tax Director who shares our passion for excellence, strategic thinking, and mentorship.

Summary

• Help lead and manage the tax department, including oversight of tax planning, compliance, and consulting services
• Serve as a trusted advisor to clients, offering insights and strategies for tax optimization and compliance
• Collaborate with firm leadership on growth strategies and client relationship development
• Mentor and develop a team of high-performing tax professionals, fostering a supportive and challenging environment
• Stay at the forefront of tax law changes and industry trends, ensuring our firm provides the most innovative solutions

Responsibilities

• Review individual, partnership, corporate and trust tax returns prepared by staff and senior staff from client accounting records and information
• Review various engagement related workpapers and other client documents related to individual, partnership, corporate and trust tax returns
• Review other tax compliance filings prepared by staff and senior staff from client accounting records and information (1099’s, business license, personal property, etc.)
• Review various, complex tax planning and projection projects
• Perform, interpret, and apply tax research – must possess expertise in relevant IRS Sections and Regulations
• Lead on helping with various tax notices and audits from the IRS or state governments
• Stay current with industry guidance and other firm-provided education
• Consult and interface directly with clients on various topics and services, and apply technical expertise and interpret laws, regulations and standards to formulate client related recommendations
• Expert-level knowledge of Microsoft Excel
• Expert-level knowledge of tax preparation software and tax research solutions
• Lead and/or assist with departmental and firm-level administrative and oversight functions (project tracking, training, client billing, etc.)
• Lead and/or assist with assessing department training topics and/or needs, and assess software usage, etc.
• Must have good communication skills and be proficient with various communication platforms (email, IP-phone, Zoom, etc.)
• Must be able to provide on-the-job training and feedback from engagement-to-engagement with staff and senior staff
• Must have good organizational skills in order to monitor, oversee and manage multiple engagements at varying stages at all times
• Other related duties as assigned

Education and Experience

• Four-year college degree and must hold a CPA license (a master’s degree in a related field of study – MBA, MST, etc. – is a plus)
• More than 10 consecutive years of public accounting experience
• Extensive knowledge of federal and state tax regulations, with a track record of advising complex clients
• Strong communication and interpersonal skills, with a passion for client service and team development

Hybrid Office Locations

• Sherman Oaks, CA 91403
• West Los Angeles, CA 90025

USXA offers a compelling total rewards package that includes great base pay and bonus opportunities.

Benefits

• Flextime PTO (with some blackout periods)
• Subsidized medical, dental, and vision coverage
• Paid life insurance, short term, and long-term disability coverage
• 401(k) with a USXA match
• Competitive market pay
• Paid professional development and memberships
• Contribution to phone plan
• Firm paid parking

This is more than a tax job—it’s a chance to build and shape the future of a top CPA firm. If you’re excited about using your tax expertise to make a meaningful impact, apply now to join our team of innovators, problem solvers, and leaders!

Based on our history, we understand the needs of both large and small businesses. We offer a broad range of expertise in traditional accounting and tax services as well as business consultation. With clients across the globe, we take pride in our success and know that it is due to the incredible capabilities and talents of the team of professionals at USXA. They are highly motivated individuals who are dedicated to outstanding client service.

[1] The Southern California office of USXA operates in an alternative practice structure, where United States X Advisors California CPAs LLP is an independent CPA firm that provides our audit and attest services, while United States X Advisors California LLC provides tax, advisory, family office, business management and other non-attest services.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.