Tax Director

Position Overview:

The Tax Director is a pivotal figure within our accounting firm, responsible for the strategic oversight of our tax department. This role involves not only supervising and guiding our dedicated tax staff but also focusing on cultivating and nurturing relationships with a select group of clients to deliver exceptional value to our firm.

Key Responsibilities:

1. Leadership and Team Development:

Provide strong leadership and mentorship to our tax staff, fostering their professional growth and nurturing a high-performing team.

Set clear goals, objectives, and priorities for the department to ensure efficient tax operations and client service.

2. Client Relationship Management and Growth:

Collaborate closely with a handpicked portfolio of clients, gaining a deep understanding of their needs, objectives, and financial landscapes.

Identify opportunities for expanding the firm's services and driving client relationships towards mutual growth.

3. Strategic Tax Planning:

Develop and implement comprehensive tax strategies aligned with both client-specific goals and the firm's overall business strategy.

Analyze client financial data and tax implications to devise plans that maximize value and optimize tax savings.

4. Technical Expertise and Compliance:

Oversee the accuracy and compliance of complex tax returns, financial statements, and other tax-related documents prepared by the tax staff.

Ensure that the tax department maintains a thorough and up-to-date understanding of evolving tax laws and regulations.

5. Effective Communication:

The ideal candidate should have a strong background in general accounting, be experienced in 1031 exchanges, consolidated taxes, Form 5471 and 5472 filings, and be well-versed in multi-state tax compliance. Familiarity with research and development (R&D) tax credits is a plus

Requirements

Must have CPA or Tax firm experience only!

1. Deep Technical Knowledge: A Tax Director must possess a comprehensive and current understanding of tax laws and regulations. This includes expertise in various tax codes and the ability to interpret and apply complex tax rules effectively in client scenarios. Staying abreast of changes in tax laws and regulations is crucial to provide precise and dependable advice to clients.

2. Leadership and Management Skills: Tax Directors often oversee and lead a team of tax professionals. Strong leadership skills are vital for guiding, mentoring, and developing the team to ensure the delivery of high-quality tax services. Effective communication, delegation, and the ability to set strategic objectives and priorities are critical. As leaders, they also play a pivotal role in developing and implementing tax strategies for the firm and its clients.

3. Client Relationship Management: Building and sustaining robust client relationships is a central aspect of a Tax Director's role. They must comprehend clients' needs, offer strategic tax planning, and deliver excellent client service. Effective client communication, trust-building, and the ability to elucidate complex tax matters in a clear and understandable manner are essential. The Tax Director's proficiency in managing these relationships significantly influences client satisfaction and retention.

Benefits

Comprehensive Benefits: After successfully completing a probationary period, the company offers a robust benefits package. This package includes standard benefits like health and dental coverage, which are essential for maintaining employees' well-being and ensuring access to healthcare services.

Financial Security: In addition to healthcare coverage, employees gain access to a 401(k) plan. This financial benefit helps them secure their future by saving for retirement, a critical aspect of long-term financial well-being.

Rewarding Commitment: The provision of these benefits after a probationary period reflects the company's commitment to rewarding employees for their dedication and loyalty. It shows that as employees invest their time and effort in the company, the company reciprocates by providing valuable benefits that contribute to their overall quality of life.

Overall, this comprehensive benefits package not only supports the physical and financial health of employees but also serves as an incentive for their ongoing commitment and contribution to the organization.