Tax Specialist Jobs in San Jose, CA
A Tax Specialist in the finance industry is responsible for guiding businesses and individuals through the complexities of tax regulations, compliance, and planning. Their duties include preparing tax returns, advising on tax related issues, keeping abreast of tax law changes, conducting research on tax-related topics, and developing tax strategies to minimize tax liability and potential risks. They may also handle disputes with tax authorities and represent clients in case of tax audits. A Tax Specialist must possess excellent analytical and numerical skills, strong attention to detail, and a solid knowledge of tax law and procedures.
Prior to becoming a Tax Specialist, a person may have held roles such as a Tax Associate, an Accountant, or a Financial Analyst. Relevant certifications for this role include Certified Public Accountant (CPA), Enrolled Agent (EA), or Certified Tax Coach (CTC). Additionally, a Bachelor's degree in Accounting or a related field is typically required, and a Master's degree in Taxation or a related field is preferred. Continuous professional development is also crucial in this role due to constantly evolving tax laws and regulations.
- Santa Clara, CA (3 miles from San Jose, CA)
- 1 hour ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 1 hour ago
Key Role: - Assist the Managers, Directors in delivering services to clients in diversified sectors - MUST HAVE EXPERIENCE WITH THE FOLLOWING: Domestic Income Tax, Compliance Tax, Provisional Tax and...
Senior Tax Accountant ? Partner Track in 24 Months
- San Jose, CA
- 17 hours ago
- San Jose, CA
- 17 hours ago
Related Keywords: CPA Firm, Tax Manager, Tax Planning and Strategy, Partnership Taxation, Tax Manager Leadership Role, Trust and Estate Tax Services, Silicon Valley CPA Firm, Tax Advisory and Consulting...
Certain services may not be available to attest clients under the rules and regulations of public accounting....
- Sunnyvale, CA (7 miles from San Jose, CA)
- 4 days ago
- Sunnyvale, CA (7 miles from San Jose, CA)
- 4 days ago
managers Participate in ad hoc projects Qualifications: 3+ years of progressive public accounting tax experience Partnership experience Financial services experience CPA licensed or CPA eligible Ability...
Strong communication skills, with the ability to explain complex tax matters to non-tax professionals. Job-Specific Competencies: Experience in a corporate or public accounting environment....
Tax Accountant-Business Tax Services-Private Client Services-Senior-Multiple Positions-1601803
- San Jose, CA
- 6 days ago
- San Jose, CA
- 6 days ago
Must have 1 year of experience in a professional services firm, or mid-sized/regional to large sized/national public accounting firm Must have 1 year of experience in 3 or more of the following: federal...
Tax Associate, International Tax Multiple Locations Winter 2026
- Santa Clara, CA (3 miles from San Jose, CA)
- 6 days ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 6 days ago
KPMG is currently seeking a Tax Associate to join our International Tax practice....
Tax Accountant-Business Tax Services-Private Client Services-Senior-Multiple Positions-1601803
- San Jose, CA (1 mile from San Jose, CA)
- 8 days ago
- San Jose, CA (1 mile from San Jose, CA)
- 8 days ago
Must have 1 year of experience in a professional services firm, or mid-sized/regional to large sized/national public accounting firm Must have 1 year of experience in 3 or more of the following: federal...
Completing tax planning and research Preparing federal and state & local tax returns Understanding tax regulations and accounting pronouncements Basic Qualifications: Minimum B.A. or B.S. degree or...
Tax Advisor and Preparer - Financial Firm - San Jose, CA
- San Jose, CA
- 10 days ago
- San Jose, CA
- 10 days ago
planning and consultation Preparing complex tax returns Ensuring compliance with tax laws and regulations Completing complicated tax research Client consultation and relationship management on tax...
MINIMUM REQUIREMENTS: Bachelors degree in accounting Minimum 3 years of experience in a large corporate tax environment, which may be in corporate tax department, Big 4 public accounting firms, or similar...
Block Advisor Tax Advisor Immediate Hire
- Palo Alto, CA (15 miles from San Jose, CA)
- 12 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 12 days ago
Build year-round client relationships Provide tax preparation, tax audit support and tax planning year-round Create confidence in our clients by conducing tax interviews face to face and through virtual...
- Palo Alto, CA (15 miles from San Jose, CA)
- 14 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 14 days ago
Masters degree in Taxation or equivalent qualification (e.g., CPA license) 5+ years of experience in tax compliance, with a focus on income tax, indirect taxes (sales & use, VAT), transfer pricing,...
Senior Tax Analyst, Tax Ops - Global Tax Accounting & Reporting
- Santa Clara, CA (3 miles from San Jose, CA)
- 17 days ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 17 days ago
experience in public accounting or large multi-national corporations, preferably with an emphasis in income tax accounting (ASC 740) Familiarity with technology and automation tools (Alteryx, Tableau...
Tax Associate, International Tax - JD/LLM Multiple Locations Winter 2026
- Santa Clara, CA (3 miles from San Jose, CA)
- 18 days ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 18 days ago
KPMG is currently seeking a Tax Associate to join our International Tax practice....
Demographic Data for San Jose, CA
Moving to San Jose, CA? Find some basic demographic data about San Jose, CA below.
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Salary for Tax Specialist Jobs in San Jose, CA
Required or preferred licenses and certifications for Tax Specialist positions.
Highest Education Level
Tax Specialists in San Jose, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Tax Specialist position
- Interviewing
- Retail
- Lacerte
- Proseries
- UltraTax CS
- TurboTax
- Property Tax
- Vertex
- Sage Fixed Assets
- Advising
- Commerce Clearing House
- OneSource
- Public Accounting
- Income Tax Preparation
- International Tax
- Partnership Taxation
- Corporate Tax
- Tax Compliance
- Depreciation
- Tax Accounting
- Sales & Use Tax
- Tax Research
- Audit Support
- Enrolled Agent
- Financial Statements
- Accounting Software
- Payroll Taxes
- Taxes
- Client Relationships
- Reconciliations
- Tax Planning
- Customer Retention
- Client Services
- Finance
- Bookkeeping
- Accounting
- Reimbursement
- Strategy Development
- Staffing
- Auditing
- Consulting
- Collaboration
- Documentation
- Employee Development
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Filing
- Regulations
- Sales
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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