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Tax Director Exclusive Retained Search

Confidential

  • Boca Raton, FL
  • 4 days ago

    Highlights

    This is an exceptional opportunity for a client-focused tax professional who thrives in a collaborative environment and enjoys serving closely held businesses, high-net-worth individuals, and complex multi-entity organizationsWith a long-standing reputation for excellence and a diverse client portfolio spanning multiple industries, this firm offers the ideal platform for a seasoned tax leader looking to make a meaningful impact while advancing their career. Our client, a well-established and highly respected South Florida public accounting firm has retained our firm exclusively to find an experienced Tax Director to join its leadership team.

    Numbers & Facts

    LocationBoca Raton, FL
    IndustryFinancial Services
    Company Size100 to 499 employees
    Websitehttps://www.americanequity.com

    Description

    Tax Director | EXCLUSIVE Retained SearchConfidential Opportunity | South FloridaLead Complex Tax Engagements. Advise High-Value Clients. Shape the Future of a Growing Practice.Our client, a well-established and highly respected South Florida public accounting firm has retained our firm exclusively to find an experienced Tax Director to join its leadership team. This is an exceptional opportunity for a client-focused tax professional who thrives in a collaborative environment and enjoys serving closely held businesses, high-net-worth individuals, and complex multi-entity organizationsWith a long-standing reputation for excellence and a diverse client portfolio spanning multiple industries, this firm offers the ideal platform for a seasoned tax leader looking to make a meaningful impact while advancing their career.Position Overview The Tax Director will oversee complex tax engagements from planning through completion, provide strategic tax advisory services, and serve as a trusted advisor to clients. This individual will play a key role in managing client relationships, mentoring team members, ensuring technical excellence, and contributing to the continued growth of the practice.Key Responsibilities Review and oversee federal, state, and local tax returns for individuals, partnerships, corporations, and related entitiesProvide proactive tax planning and advisory services to closely held businesses and high-net-worth clientsConduct tax research and develop strategic solutions to complex tax mattersManage multiple client engagements simultaneously while maintaining quality, profitability, and timelinesDevelop and maintain strong client relationships through exceptional service and communicationEstablish engagement budgets, timelines, and resource allocation plansMentor, coach, and develop tax professionals across various experience levelsCollaborate with firm leadership on operational initiatives, process improvements, and practice developmentMonitor regulatory developments and ensure compliance with evolving tax laws and standardsOversee engagement workflow, billing, collections, and overall client satisfactionQualifications Bachelor's degree in Accounting, Taxation, or related fieldCPA license requiredMaster's degree in Taxation preferredSignificant public accounting experience with progressive leadership responsibilitiesDeep technical expertise in individual, partnership, and corporate taxationStrong tax planning, compliance, and consulting experienceExceptional analytical, organizational, and problem-solving skillsProven ability to manage multiple priorities in a deadline-driven environmentOutstanding verbal and written communication skillsDemonstrated success developing client relationships and leading teamsWhat You'll Find here Leadership role with significant client interaction and influenceDiverse and sophisticated client portfolioCollaborative and entrepreneurial cultureCompetitive compensation packageRelocation for candidates who have an established personal, family or professional networks in South FloridaPerformance-based bonus opportunitiesComprehensive health, dental, and vision coverageGenerous paid time offWellness-focused benefitsLong-term career growth and advancement opportunitiesIf you're a strategic tax professional looking to join a respected firm where your expertise, leadership, and client service skills will be highly valued, we encourage you toapply.All inquiries and applications will be handled with the utmost confidentiality.Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.#J-18808-Ljbffr

    About Company

    American Equity Mortgage, Inc., is one of the nation’s leading mortgage lenders with a proven history of success. For 20 years we have held integrity, leadership, strength and stability making us highly respected in the industry, as well as throughout the communities we serve. We are committed to our customers by specializing in helping people save money through mortgage refinancing, debt consolidation, and home purchase loans. Our employees are continually growing with our ongoing, coaching culture, training and support along with upward mobility promoting from within our organization. Our commitment to helping others carries into social responsibility to support, assist and empower communities with our private foundation known as AEM Cares, along with our corporate giving program to help and enable charitable causes nationwide reach their goals.

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