Tax Director

Platform Accounting

$120K — $180K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8-15 years in tax preparation and review
  • Bachelor's degree required, Master’s preferred
  • CPA, JD, LLM, or EA certification needed
  • Experience in managing staff and client relationships
  • Strong communication and attention management skills
  • Proprietor mentality and work ethic
  • Entrepreneurial mindset with strategic interests

Responsibilities

  • Serve as the firm's leader and manager
  • Act as primary contact for existing clients
  • Manage relationships with new clients
  • Collaborate with executive team on growth initiatives
  • Review and oversee tax returns and operations
  • Lead consulting and advisory projects in the region
  • Manage staff training and performance

Benefits

  • Market-leading base compensation
  • Annual bonus incentives
  • Commissions for new client acquisition and profit sharing
  • Paid medical benefits and 401(k) plan
  • Autonomy in office management for employee and personal wellness
Full Job Description
Job Type

Full-time

Description

Our firm is seeking a visionary leader with a passion for innovation and strategy. As a key part of Platform's management team, our Directors play a pivotal role in shaping the future of both their local offices and our entire organization. This role demands a strong sense of leadership and foresight while managing the day-to-day activities of the firm. We depend on our Directors to develop and execute the firm's vision within their respective offices.

What you will do:
  • Serve as the firm's leader and manager
  • Become the primary point of contact for the firm's existing client base
  • Serve as the primary point of contact and relationship manager for new clients
  • Work with the firm's executive team to develop and execute the firm's growth initiatives, product and services offering and operational strategies
  • Review individual, corporate, partnership and trust tax returns; assign work and oversee operations
  • Oversee the firm's consulting and advisory efforts in the region
  • Lead and manage staff in areas of research, training, and performance

What we look for:
  • 8 - 15 years of progressive experience preparing and reviewing individual, corporate, partnership and estate tax returns
  • Bachelor's degree required; Master's degree preferred
  • CPA, JD, LLM or EA required
  • Direct experience managing staff and client relationships
  • Excellent communication and attention management skills
  • Proprietor mentality and work ethic
  • Entrepreneurial minded with an interest in strategy and operations

What we offer:
  • Market-leading base compensation
  • Annual Bonus
  • Commissions for new client growth + profit sharing
  • Paid medical benefits and 401(k)
  • Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

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