Tax Specialist Jobs in Santa Clara, 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.
Senior Tax Accountant ? Partner Track in 24 Months
- San Jose, CA (3 miles from Santa Clara, CA)
- 12 hours ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 12 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...
US E - Tax - Consultant II - International Tax
- San Jose, CA (3 miles from Santa Clara, CA)
- 1 day ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 1 day ago
Certain services may not be available to attest clients under the rules and regulations of public accounting....
- Sunnyvale, CA (4 miles from Santa Clara, CA)
- 4 days ago
- Sunnyvale, CA (4 miles from Santa Clara, 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...
- San Jose, CA (3 miles from Santa Clara, CA)
- 5 days ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 5 days ago
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 (3 miles from Santa Clara, CA)
- 6 days ago
- San Jose, CA (3 miles from Santa Clara, 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
- 6 days ago
- Santa Clara, 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 (2 miles from Santa Clara, CA)
- 7 days ago
- San Jose, CA (2 miles from Santa Clara, CA)
- 7 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...
Federal Tax Associate (Fall 2025/Winter 2026)
- San Jose, CA (3 miles from Santa Clara, CA)
- 9 days ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 9 days ago
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 (3 miles from Santa Clara, CA)
- 9 days ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 9 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...
- San Jose, CA (3 miles from Santa Clara, CA)
- 10 days ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 10 days ago
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 (12 miles from Santa Clara, CA)
- 11 days ago
- Palo Alto, CA (12 miles from Santa Clara, CA)
- 11 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 (12 miles from Santa Clara, CA)
- 14 days ago
- Palo Alto, CA (12 miles from Santa Clara, 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
- 17 days ago
- Santa Clara, 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
- 18 days ago
- Santa Clara, CA
- 18 days ago
KPMG is currently seeking a Tax Associate to join our International Tax practice....
- Palo Alto, CA (12 miles from Santa Clara, CA)
- 21 days ago
- Palo Alto, CA (12 miles from Santa Clara, CA)
- 21 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,...
Demographic Data for Santa Clara, CA
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Salary for Tax Specialist Jobs in Santa Clara, CA
Required or preferred licenses and certifications for Tax Specialist positions.
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Tax Specialists in Santa Clara, 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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