Tax Director

Review federal and state income tax returns for individuals, trusts, non-profits, partnerships, C corps, S corps. Current and valid Certified Public Accountant (CPA) license required.

Tax Director

 

Essential Functions

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  Review federal and state income tax returns for individuals, trusts, non-profits, partnerships, C corps, S corps
  
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  Analyze tax implications for individual/business tax returns
  
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  Responsible for quarterly and year-end tax planning
  
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  Manage tax department
  
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  Scheduling responsibilities for tax team
  
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  Mentor tax staff and seniors
  
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  Collaborate with other departments to make sure firm goals are met as a whole
  
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  Review tax proposals and submit to potential clients
  
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  Participates in business development activity
  
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  Identifies opportunities for the development of new services
  
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  Identify organization or association to network and develop business contacts
  
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  Participate in client visitations
  
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  Other duties as assigned
  

 

Education & Experience

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  Current and valid Certified Public Accountant (CPA) license required
  
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  Bachelor’s degree with emphasis in Accounting
  
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  8+ years of Public Accounting experience
  
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  Master of Science degree in Taxation or JD highly preferred
  
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  Proficient in Lacerte, RIA, BNA as well as other accounting software