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CTI · 1 month ago

Director of Audit and Quality Assurance

Folsom,CA,US

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

CTI specializes in helping clients maximize tax credits and incentives for financial savings. The Director of Audit and Quality Assurance will oversee IRS audits, ensure compliance with tax laws, and lead the development of quality assurance processes for tax studies.

AccountingFinancial ServicesRisk Management

Responsibilities

Review complex tax credit studies and ensure compliance with legal requirements

Examine contracts and other business records to confirm adherence to tax regulations

Compile legal research and compose written materials and opinions relating to various issues in tax law

Prepare responses to client audits during the examination/appeals process. Track, prepare, and submit federal, state, and local required information to comply with client audit requirements and ensure that all filings are accurate and timely

Assist with the development of technical resources to support the organization’s tax compliance efforts

Coordinate and collaborate with other departments to research, develop, and implement quality assurance processes and best practices for new state and federal tax programs

Provide strategic leadership on applicable tax accounting methods, including oversight of method changes, compliance, and planning initiatives aligned with evolving tax regulations

Lead the preparation, review, and defense of IRS Form 3115 (Application for Change in Accounting Method), ensuring accuracy, timeliness, and alignment with business objectives

Direct the evaluation and implementation of depreciation and fixed asset accounting methods, including MACRS, ADS, and bonus depreciation strategies

Oversee tax planning and compliance related to Energy Incentives such as Section 179D (Energy Efficient Commercial Buildings Deduction), coordinating with engineering studies and executing applicable method changes

Guide the application of Section 174 (Research and Experimental Expenditures) capitalization and amortization requirements and applicable method changes under current tax law

Monitor legislative and regulatory developments and proactively advise executive leadership on potential impacts and strategic responses

Additional duties and responsibilities as assigned, including heightened working hours during regular tax seasons

Qualification

CPATax complianceIRS regulationsLegal researchTax planningAnalytical skillsCustomer serviceCommunication skillsProblem solvingOrganizational skillsTeam collaboration

Required

Ability to work both independently and collaboratively within a team

Proven ability to thrive in a fast-paced environment, working effectively with minimal supervision, whether onsite, in a hybrid setting or fully remote

Excellent written and verbal communication skills

Highly organized and detail oriented with the ability to prioritize, plan, and organize activities

Proficient in Microsoft Outlook, Word, Excel, and PowerPoint

Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency

Strong problem solving and troubleshooting skills

Strong analytical skills and reasoning abilities

Flexible and adaptable, willing to evolve and meet changing organizational needs

Capable of handling sensitive data with confidentiality and discretion

Ability to recognize when an incident needs to be escalated

This role has access to sensitive information and is expected to adhere to all CTI, ISO 27001 and SOC2 policies

A willingness to learn and adapt to CTI's study process, quality control requirements, and management expectations

CPA or JD required

Minimum 8 years of relevant tax experience

Minimum 5 years of experience in a senior leadership role managing a team

Preferred

Bachelor's degree in Accounting, Business, Finance, or Economics preferred, but not required

LLM preferred but not required

Benefits

Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan.

4 weeks paid vacation.

8 paid holidays and week between 12/25-1/1 off with pay.

12 weeks paid maternity and disability leave / 2 weeks paid paternity leave.