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.

• 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.

Job Tags

Similar Jobs