Tax Director Private Client Services

Madison-Davis

  • NY, NY
  • 6 days ago

    Highlights

    A public accounting firm is seeking an experienced tax leader to serve privately held businesses and their owners. This opportunity is suited to a Senior Manager, Director, or Managing Director with deep expertise in partnership and S corporation taxation.

    Numbers & Facts

    LocationNY, NY

    Description


    ABOUT THE ROLE

    A public accounting firm is seeking an experienced tax leader to serve privately held businesses and their owners. This opportunity is suited to a Senior Manager, Director, or Managing Director with deep expertise in partnership and S corporation taxation.

    The role combines technical review, client relationship management, business development, and team leadership. An existing book of business is not required;candidates bringing a $1M $2M book may be considered at the Partner level.

    RESPONSIBILITIES
    • Oversee tax compliance for privately held businesses and pass-through entities.
    • Review complex partnership and S corporation returns.
    • Review related individual, trust, and estate income tax filings.
    • Guide clients through multistate compliance and nexus considerations.
    • Advise on pass-through entity tax elections.
    • Review fixed-asset reporting and depreciation calculations.
    • Support resolution of IRS and state tax notices.
    • Build client relationships and identify new business opportunities.
    • Lead, mentor, and develop tax professionals.

    QUALIFICATIONS
    • Active CPA license required;JD or LL.M. In Taxation preferred.
    • 10+ years of public accounting tax experience.
    • Experience serving privately held businesses and pass-through entities.
    • Currently a Senior Manager, Director, or Managing Director at a regional, national, or Big Four firm.
    • Strong technical expertise in partnership and S corporation taxation.
    • Extensive review experience with Forms 1065 and 1120-S, plus related Forms 1040 and 1041.
    • Knowledge of multistate compliance, nexus, and PTET elections.
    • Experience with fixed assets, depreciation, and tax notice resolution.
    • Proficiency with CCH Axcess, GoSystem, UltraTax, or comparable software.
    • Demonstrated ability to build relationships and develop business;no book required.
    • Experience leading and developing teams

    Similar Jobs