Extensive knowledge of corporate, partnership, trust tax, and high-net-worth individuals
Strong organizational and interpersonal skills
Excellent written and oral communication abilities
Proficient in tax code compliance and procedures for corporations
Bachelor's in Accounting and Master's in Taxation; CPA preferred
Familiarity with CCH Axcess tax software, QuickBooks, and RIA Checkpoint is a plus
Responsibilities
Review and recommend improvements on tax returns prepared by staff
Ensure timely and accurate filing of all tax returns and business-related documents
Manage and mentor a team of tax professionals
Act as a trusted advisor to clients, managing their tax needs
Identify and implement process improvements in tax procedures
Develop strategic tax planning for federal and state taxes
Research complex tax matters and advise clients accordingly
Benefits
Opportunities for professional growth and career advancement
Collaborative work environment focused on teamwork and quality
In-house training and development programs
Supportive culture for continuous learning and expertise development
Potential for partnership track for ambitious candidates
Full Job Description
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.
