Job Description
Source Pro Search is conducting a search for a Tax Director.
Join a well-established and highly profitable regional CPA firm that has earned a stellar reputation for excellence and expertise in the accounting and management consulting industry. As a firm committed to providing the services of a large firm within a blended environment of practices, services, and industry specializations, we continually demonstrate renowned industry leadership year-over-year. Our pride lies in client service, professional and personal advancement, fostering a culture of learning and growth through targeted development and leadership programs, coupled with a continual focus on client service and technological evolution.
Essential Functions:
Join a well-established and highly profitable regional CPA firm that has earned a stellar reputation for excellence and expertise in the accounting and management consulting industry. As a firm committed to providing the services of a large firm within a blended environment of practices, services, and industry specializations, we continually demonstrate renowned industry leadership year-over-year. Our pride lies in client service, professional and personal advancement, fostering a culture of learning and growth through targeted development and leadership programs, coupled with a continual focus on client service and technological evolution.
Essential Functions:
- Perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
- Act as a subject matter expert in discipline or industry.
- Demonstrate excellence in the most advanced technical skills.
- Oversee client service tasks, ensuring assignments are completed within budgeted time.
- Assume full responsibility for larger tax returns and delegate to various tax preparers as necessary.
- Delegate and manage tax research projects for accurate and efficient results.
- Actively participate in client meetings and tax planning efforts, supporting the A&A Department with larger clients.
- Serve as a resource for tax managers, preparers/specialists, and A&A staff on specific tax issues and/or questions.
- Take responsibility for more complex business returns' tax preparation.
- Manage client service responsibilities for clients the Tax Director works directly with or those delegated from the Partner.
- Communicate important tax and tax developments affecting the firm's clients to appropriate personnel.