StevenDouglas
StevenDouglas is partnering on a search for a highly experienced
Director of Tax
to lead complex tax compliance and enhance the sophistication of a growing tax practice. The ideal candidate brings deep technical tax knowledge, strong leadership capability, and a passion for building scalable, best‑in‑class processes. Reporting directly to the Managing Director this role will help shape the long‑term vision and operational strategy of the tax organization. What You’ll Do Lead, review, and manage complex federal, state, and multi‑state tax returns for individuals, trusts, partnerships, S corporations, corporations, and charitable entities. Oversee all phases of the compliance lifecycle, including data intake, workpaper development, tax basis analysis, and final return review to ensure accuracy and adherence to deadlines. Conduct advanced tax research, interpret regulatory guidance, and provide technical resolutions to complex tax issues. Partner with internal planning, investment, and finance teams to align tax compliance with broader strategic and financial goals. Implement technology‑driven improvements and workflow enhancements to optimize efficiency, accuracy, and scalability within the tax function. What You Bring Bachelor’s degree in Accounting or related field;
CPA required
(JD/LLM or advanced tax degree preferred). 8+ years of experience in individual, fiduciary, and business‑entity tax compliance, including work with complex structures. Technical expertise in equity compensation (ISOs, NSOs, RSUs), QSBS, and tax considerations surrounding liquidity events and corporate transactions. Strong experience with multi‑state filings, foreign information reporting, and complex Schedule K‑1 analyses. Ability to work independently in a fast‑paced environment with proficiency in
UltraTax, CCH Axcess , and the Microsoft Office Suite.
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Director of Tax
to lead complex tax compliance and enhance the sophistication of a growing tax practice. The ideal candidate brings deep technical tax knowledge, strong leadership capability, and a passion for building scalable, best‑in‑class processes. Reporting directly to the Managing Director this role will help shape the long‑term vision and operational strategy of the tax organization. What You’ll Do Lead, review, and manage complex federal, state, and multi‑state tax returns for individuals, trusts, partnerships, S corporations, corporations, and charitable entities. Oversee all phases of the compliance lifecycle, including data intake, workpaper development, tax basis analysis, and final return review to ensure accuracy and adherence to deadlines. Conduct advanced tax research, interpret regulatory guidance, and provide technical resolutions to complex tax issues. Partner with internal planning, investment, and finance teams to align tax compliance with broader strategic and financial goals. Implement technology‑driven improvements and workflow enhancements to optimize efficiency, accuracy, and scalability within the tax function. What You Bring Bachelor’s degree in Accounting or related field;
CPA required
(JD/LLM or advanced tax degree preferred). 8+ years of experience in individual, fiduciary, and business‑entity tax compliance, including work with complex structures. Technical expertise in equity compensation (ISOs, NSOs, RSUs), QSBS, and tax considerations surrounding liquidity events and corporate transactions. Strong experience with multi‑state filings, foreign information reporting, and complex Schedule K‑1 analyses. Ability to work independently in a fast‑paced environment with proficiency in
UltraTax, CCH Axcess , and the Microsoft Office Suite.
#J-18808-Ljbffr