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Job Description Edgar Law Group, LLP—a leading San Jose-based tax law firm—is seeking an experienced and strategic Tax Specialist (CPA) to join our high-performing, client-focused team. In this role, you’ll advise individuals and businesses on complex federal and state tax matters, including disputes with the IRS, FTB, EDD, and CDTFA. You’ll also collaborate on cross-disciplinary cases involving business structuring, estate administration, and bankruptcy planning. Ideal candidates have a background in tax controversy, collections, or compliance and thrive in a collaborative, fast-paced professional environment. If you’re ready to bring your expertise to a boutique firm known for integrated legal and financial solutions, we’d love to hear from you. Compensation: $90,000 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.About Company At Edgar Law Group, we delve deep into the complexities of tax law to safeguard the interests of individuals and businesses nationwide. We are a boutique law firm dedicated to delivering exceptional legal services in tax, estate planning, and business law. Our firm takes pride in delivering strategic outcomes for clients while maintaining a high-performance, team-oriented work culture. In addition to tax issues, we handle business litigation, real estate disputes, and family law matters, offering in-depth forensic accounting services as needed. We are also proud of our success in assisting emerging entrepreneurs with business formation, guiding them through legal and tax implications to best suit their vision and business goals.

Job Description Tax Senior Position Available at Wheeler Accountants LLP Advancement and opportunity await at Wheeler Accountants! Wheeler offers a fast-paced and exciting work environment with excellent opportunities for both personal and career growth. Wheeler is seeking a Tax Senior to join our team of growing professionals during this exciting growth phase in our firm. Potential candidates must be dedicated to a rewarding and successful career in public accounting and be focused on personal and professional growth. About Wheeler: We’re not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently. We’ve got the dynamic culture of a startup, with the stability and reputation of a five-decade old firm. We’re creative. We’re problem solvers. We’re calculated risk takers. We believe in having a healthy life-work balance, giving back to our community, and having fun. Consistently named a “Best Accounting Firms to Work For” by Accounting Today, we strive to create a unique and rewarding environment for all of our employees. The Ideal Candidate will possess: A passion for public accounting A focus on career growth and a firm to grow with. A proven track record of hard work and success – whether in work or other activities 3-5 years’ experience preparing individual, corporate, partnership and trust income tax returns. An ability to manage current engagements and provide detailed technical review of staff work papers. Experience juggling multiple complex engagements and providing timely deliverables. Excellent communication skills, both written and oral Strong tax research skills Knowledge of QuickBooks. Experience with other accounting software a plus. Qualities indicative of being a client’s “trusted advisor”. A combination of knowledge and practical experience with a wide array of financial matters that affect our clients and the ability to advise them on these issues. Position Requirements: Desire for a career in public accounting CPA License, EA or passing grades on all four parts of the CPA Exam Undergraduate degree in Accounting or equivalent, Masters in Taxation is a plus Ideally 3-5 years’ experience or equivalent in tax preparation & review in a public accounting firm. Excellent proficiency with Microsoft Office applications Direct client contact with a mind on keeping clients satisfied throughout the engagement. Benefits: Competitive Bay Area salary, Salary range: $90,000.00 to $120,000. The pay range reflects the San Francisco Bay Area. Compensation will be adjusted for each candidate based on their geographic location. Medical and Flex spending benefits 401(k) with employer match 22 paid holidays + PTO Flexible work schedule Hybrid or Remote position availability Locations: San Jose, California or Remote within the United States Wheeler Accountants, LLP is a full-service accounting firm providing tax, accounting, attest and business advisory services. We are a top-rated firm located in San Jose, California. We are as committed to our staff as we are to our clients. We take culture seriously – recognized by Accounting Today as one of the Best CPA Firm to Work For several years. We offer a comprehensive benefits package, including option to work Hybrid or Remote, because we understand our professionals can manage work best when given the freedom to balance and enjoy life outside of an office. If you believe that your experience and work expectations align with our commitment to our employees, we want to hear from you. Ready to make a change? Submit your resume today! Powered by JazzHR Ry9R5xRWOE

Job Description About DataVisor DataVisor is the world’s leading AI-powered Fraud and Risk Platform that delivers the best overall detection coverage in the industry. With an open SaaS platform that supports easy consolidation and enrichment of any data, DataVisor's solution scales infinitely and enables organizations to act on fast-evolving fraud and money laundering activities in real time. Its patented unsupervised machine learning technology, advanced device intelligence, powerful decision engine, and investigation tools work together to provide guaranteed performance lift from day one. DataVisor's platform is architected to support multiple use cases across different business units flexibly, dramatically lowering total cost of ownership compared to legacy point solutions. DataVisor is recognized as an industry leader and has been adopted by many Fortune 500 companies across the globe. Our award-winning software platform is powered by a team of world-class experts in big data, machine learning, security, and scalable infrastructure. Our culture is open, positive, collaborative, and results-driven. Come join us! Summary: As Director of Strategic Accounts, you will be responsible for nurturing and expanding relationships with our largest and most strategic enterprise customers. You will act as a trusted advisor, ensuring customer success, driving adoption, and identifying opportunities for significant expansion and upsell within existing accounts. This role requires a deep understanding of our customers' business needs and the ability to align DataVisor's solutions to achieve their strategic objectives, specifically managing accounts up to $10M ARR in aggregate and driving incremental upsell. Responsibilities: • Manage and grow a portfolio of strategic enterprise accounts, focusing on long-term partnerships and customer success., • Develop and execute strategic account plans to achieve revenue growth targets within assigned accounts, including significant upsells and expansions., • Build and maintain strong relationships with key stakeholders at all levels within customer organizations, including C-level executives., • Understand customers' business challenges and objectives, and proactively identify opportunities to leverage DataVisor's solutions to drive value and ROI., • Drive product adoption and ensure customer satisfaction through regular engagement, business reviews, and strategic planning sessions., • Identify and pursue upsell and cross-sell opportunities within existing accounts, focusing on expansion into new business units and use cases., • Collaborate with internal teams, including Customer Success, Product, and Engineering, to ensure customer needs are met and issues are resolved promptly., • Accurately forecast revenue and growth opportunities within assigned accounts., • Maintain accurate and up-to-date records in Salesforce.com., • 7+ years of experience in enterprise SaaS sales or account management, with a focus on managing and growing large, strategic accounts., • Proven track record of successfully managing accounts with up to $10M+ ARR and driving significant upsell revenue., • Deep understanding of the Fraud/Regtech solutions landscape and the financial services industry., • Strong executive presence and ability to engage with C-level and VP-level executives., • Excellent communication, presentation, and relationship-building skills., • Strategic thinker with the ability to develop and execute account plans that drive growth and customer success., • Experience with contract negotiations and renewals., • Strong understanding of SaaS business models and metrics., • Ability to collaborate effectively with cross-functional teams., • Self-motivated, results-oriented, and able to thrive in a fast-paced environment., • Bachelor’s degree or equivalent experience required. Health Insurance, Stock options, 401k, PTO