Andrews & Cole
Our dynamic, family-friendly tax and accounting firm has proudly served clients for nearly 25 years. As we continue to grow, we are seeking an experienced and strategic leader to join our team as Director – Tax & Accounting. This is an exceptional opportunity for a seasoned professional to transition from a larger firm to a more relaxed, collaborative environment while making a significant impact in an established and expanding practice.
The Director will oversee tax compliance, planning, and bookkeeping operations, ensuring excellence in client service and team performance. This role offers the chance to showcase your expertise, mentor staff, and help shape the future of our firm.
Job Responsibilities:
- Leadership & Oversight
- Supervise and manage tax, compliance, and bookkeeping functions.
- Co-manage processes for preparation and review of tax returns for individuals, businesses, and estates/trusts.
- Provide guidance and mentorship to staff accountants and team members.
- Client Engagement
- Build and maintain strong client relationships through exceptional service.
- Advise clients on tax planning strategies to minimize liabilities in compliance with current laws and regulations.
- Technical Expertise
- Review complex tax returns and financial records, including income statements and balance sheets.
- Research tax laws and regulations to ensure accurate and compliant filings.
- Prepare, review, and analyze tax and accounting workpapers.
- Practice Development
- Collaborate with leadership to grow the tax compliance and planning practice.
- Identify opportunities for process improvement and implement best practices.
Qualifications:
- Bachelor's degree in accounting or related field
- Active CPA license required
- 10-15 years of progressive tax experience, including individual, trust, estate, corporate, and partnership returns
- Proven Supervisory and leadership experience
- Proficiency in QuickBooks (Desktop and Online) and tax preparations software
- Strong computer skills and attention to detail
- Excellent written and verbal communication skills
- Proactive and independent thinker
- High organized, proactive, and able to manage sizeable workload with precision