Job Description

CPA Firm is seeking Tax Director will lead a high-performing tax team, ensuring the effective implementation of tax strategies for high-net-worth individuals and businesses.



Essential Job Functions:

• Team Leadership & Development:
• Hire, train, lead, coach, and hold the tax team accountable.
• Mentor junior staff to ensure they grow their skills and career.
• Provide ongoing training and development for new and existing employees.
• Offer real-time feedback and conduct weekly 1:1s with team members.
• Foster a high-performance culture, motivating the team to stay productive and
  positive, especially during peak seasons.
• Assign projects, review work, and ensure deadlines are met with proactive
  communication.
• Conduct performance reviews and address conflicts as needed.
• Lead client kick-off meetings with the Sales Team to establish strong
  relationships.
• Ensure timely, proactive communication with clients throughout the tax cycle.

• Tax Compliance & Advisory:

• Oversee the preparation and review of business and individual income tax
  returns.
• Lead research on complex tax strategies and issues outside of routine tax
  preparation.
• Assist with responses to tax notices, liaising with taxing agencies as necessary.
• Manage sales tax filings and reporting to the state.

• Client Engagement & Consulting:

• Run or attend quarterly client meetings to review financial performance, provide
  feedback, and discuss tax projections.
• Review client business and personal income for quarterly estimated tax
  calculations and provide advisory services as needed.

• Financial Reporting & Review:

• Prepare and review financial statements, ensuring accuracy and compliance with
  regulatory requirements.
• Assist with the month-end preparation of board financial statements and
  reconciliation of workpapers.

• Additional Responsibilities:

• Organize and maintain the tax database, ensuring all entries are recorded
  accurately in accounting & project management software platforms.
• Implement tax reduction strategies and provide accounting support to the team
  as needed.
• Perform other duties as assigned.

Requirements

• 8 years of Tax experience required with proven work experience as a Tax Senior/Tax Associate
• 3 years of Accounting Experience Required
• 2+ years leading a team of remote employees
• CPA firm experience a must.
• Accounting and payroll knowledge
• In-depth knowledge of accounting principles, financial regulations, and tax laws.
• Must be a licensed EA, or CPA
• Proficient in Accounting Software (such as QBO, QBD) and Ultra Tax
• Proven ability to lead, mentor, and motivate a team in a professional setting.
• Strong background in compliance with local, state, and federal tax regulations.
• Experience with Project Management Software such as Asana, Notion, Monday,
  ClickUp, a plus

Benefits

• Health insurance
• Vision
• Dental
• Life Insurance
• Simple IRA - match 3% after a year; can contribute from Day 1
• Bonus - discretionary
• PTO 38 hours of sick leave
• 3 to 4 weeks of vacation - negotiable
• Will provide technology, computer and phone

If you have the necessary qualifications, please forward a copy of your resume and state your salary requirements.

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