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HomeCompaniesEbez Fa Us2 Oraclecloud Com CX 1Tax Supervisor | Private Client Services (PCS)

Tax Supervisor | Private Client Services (PCS)

Ebez Fa Us2 Oraclecloud Com CX 1 · San Jose, CA, United States; CASJE - 111 West Saint John St, Ste 515, San Jose, CA, US · Hybrid · Active · Oracle Recruiting Cloud / Fusion HCM

Job facts

FieldValue
CompanyEbez Fa Us2 Oraclecloud Com CX 1
TitleTax Supervisor | Private Client Services (PCS)
Normalized title-
Department / team-
LocationSan Jose, CA, United States
Work modelHybrid / Hybrid
Employment type-
Salary-
Statusactive
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-06-04 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Ebez Fa Us2 Oraclecloud Com CX 1.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Oracle Recruiting Cloud / Fusion HCM.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in San Jose.Open
Work model jobsActive Hybrid postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyEbez Fa Us2 Oraclecloud Com CX 1
Source1634b88a-b63b-4478-9552-e0f4bb94a7ac
ATS providerOracle Recruiting Cloud / Fusion HCM

Description

Description #LI-Onsite #LI-JF1 Responsibilities Essential Functions and Primary Duties Tax Compliance Assist in the preparation and review of complex individual and family tax returns for high net worth clients. Ensure accuracy and compliance with relevant tax laws and regulations. Collaborate with clients and internal teams to gather necessary information for tax filings. Tax Planning Support Contribute to the development and implementation of tax planning strategies for high net worth individuals and families. Assist in researching and analyzing tax issues to provide recommendations for clients. Stay updated on changes in tax laws and communicate their impact to the team and clients. Client Interaction Build and maintain positive relationships with high net worth clients. Respond to client inquiries as well as to notices from various tax authorities and provide support on related matters. Assist in client meetings and presentations as needed. Research and Analysis Conduct tax research to stay informed about new regulations and industry developments. Analyze financial data and documents to identify tax planning opportunities and potential issues. Present findings to senior team members and clients. Collaboration and Teamwork Work closely with other tax professionals and departments to ensure seamless service delivery. Provide support to tax managers and directors as needed. Foster a collaborative and positive team environment. Preferred Qualifications 3+ years of experience in tax compliance and planning, preferably with exposure to high net worth clients. Previous experience in public accounting or a similar tax-related role is beneficial. Knowledge of tax laws and regulations. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Detail-oriented with a focus on accuracy and quality Qualifications Minimum Qualifications Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred At least 3 years of experience in public accounting or related field 1 year supervisory experience preferred CPA candidates preferred Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs Company CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Full job record

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Org IDff0700f6-e416-45cf-9543-87842d2031eb
Source ID1634b88a-b63b-4478-9552-e0f4bb94a7ac
Board ID1634b88a-b63b-4478-9552-e0f4bb94a7ac
Provideroracle_hcm
Provider Job Key4275
TitleTax Supervisor | Private Client Services (PCS)
Normalized Title
Statusactive
Activeyes
Location TextSan Jose, CA, United States; CASJE - 111 West Saint John St, Ste 515, San Jose, CA, US
Department
Team
Employment Type
Workplace Typehybrid
Remote Policyhybrid
CountryUnited States
RegionCA
CitySan Jose
Salary RawDescription #LI-Onsite #LI-JF1 Responsibilities Essential Functions and Primary Duties Tax Compliance Assist in the preparation and review of complex individual and family tax returns for high net worth clients. Ensure accuracy and compliance with relevant tax laws and regulations. Collaborate with clients and internal teams to gather necessary information for tax filings. Tax Planning Support Contribute to the development and implementation of tax planning strategies for high net worth individuals and families. Assist in researching and analyzing tax issues to provide recommendations for clients. Stay updated on changes in tax laws and communicate their impact to the team and clients. Client Interaction Build and maintain positive relationships with high net worth clients. Respond to client inquiries as well as to notices from various tax authorities and provide support on related matters. Assist in client meetings and presentations as needed. Research and Analysis Conduct tax research to stay informed about new regulations and industry developments. Analyze financial data and documents to identify tax planning opportunities and potential issues. Present findings to senior team members and clients. Collaboration and Teamwork Work closely with other tax professionals and departments to ensure seamless service delivery. Provide support to tax managers and directors as needed. Foster a collaborative and positive team environment. Preferred Qualifications 3+ years of experience in tax compliance and planning, preferably with exposure to high net worth clients. Previous experience in public accounting or a similar tax-related role is beneficial. Knowledge of tax laws and regulations. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Detail-oriented with a focus on accuracy and quality Qualifications Minimum Qualifications Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred At least 3 years of experience in public accounting or related field 1 year supervisory experience preferred CPA candidates preferred Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs Company CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://ebez.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/4275
Apply URLhttps://ebez.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/4275
First Seen At2026-05-31 17:59:19Z
Last Seen At2026-06-06 19:16:45Z
Last Checked At2026-06-06 19:16:45Z
Last Changed At2026-06-06 11:14:29Z
Inactive At
Source Posted At2026-06-04 21:00:26Z
Source Updated At
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