In order to meet the growing needs of our clients and our continued growth, our firm is looking for a Tax Director. The ideal candidates will be individuals highly focused on their careers with an ambition to grow and make a difference in the firm they join for years to come. Individuals with partner-track minds are encouraged, but not a requirement. Please read below for more precise detail of the position's responsibilities and requirements.
Responsibilities:
- Review tax returns prepared by staff and make recommendations on return preparation regarding accuracy, tax savings opportunities and compliance with tax law.
- Ensure accurate, timely filing of federal, state and local income tax returns and other business-related filings.
- Manage managers, supervisors, seniors and junior staff.
- Manage client book and guide them as a trusted advisor.
- Find and implement opportunities for process improvement in company tax procedures.
- Develop and implement strategic tax planning for federal and state taxes.
- Research and consult on complex tax matters.
- Develops and maintains expertise in the taxation area, responsible to keep staff in the firm informed of changes and developments.
- Identify and implement tax planning, tax saving strategies and consulting opportunities.
- Research the implications of tax laws to discuss with Partners and advise clients on tax-related issues.
- Supervise, train, and mentor associates and junior associates on client engagements and technical issues.
- Demonstrates initiative, creativity, and imagination in approaching work.
- Participation and organization of in-house training and development programs.
- Assistance in developing and maintaining effective control procedures over all aspects of the tax process.
Qualifications and Requirements:
- 15+ years of continuous experience in public accounting
- Extensive experience with corporate/partnership/trust tax and high-net-worth individuals
- Strong organizational and interpersonal skills
- Excellent written and oral communication skills
- Strong accounting, analytical, and research skills
- Strong knowledge of tax code, compliance and procedures for corporations
- Familiarity with U.S. federal, state and local reporting requirements
- Ability to work independently and manage multiple projects in a fast-paced environment
- Should value teamwork, client service, and quality in detailed work
- Prior supervisory and client planning experience
- Bachelor's in Accounting and Master's degree in Taxation
- CPA preferred
- A plus if you are proficient with CCH Axcess tax, Engagement, QuickBooks, Excel, and/or RIA Checkpoint.
- A plus if you have client planning experience.
- A plus if you know Spanish and/or other languages.
