Tax Director

The company is seeking a

Tax Director

with

7-10 years of experience

in

non-profit tax services

to join their team remotely. The role will involve overseeing the firms tax policies, ensuring compliance with tax statutes, managing tax returns, and minimizing tax obligations for clients. This position offers the opportunity to work with a variety of clients, including

high-net-worth individuals, estates, and trusts , and requires a strong leader with

excellent interpersonal

and

client relationship management

skills.

Key Responsibilities

Tax Planning & Compliance : Provide tax planning and compliance services for

high-net-worth individuals ,

estates , and

trusts .

Multi-state Tax Filings : Manage and perform

multi-state tax filings

and

tax accruals

for clients.

Client Portfolio Management : Oversee a

portfolio of clients , serving as a trusted advisor and providing

industry expertise .

Team Management : Lead and mentor engagement teams,

train

and

mentor tax associates .

Tax Strategy : Develop functional tax strategies, set objectives, and create budgets, policies, and procedures to support the firms infrastructure.

Compliance Monitoring : Ensure compliance with applicable tax statutes, monitor reporting, and plan tax activities to minimize tax obligations.

Qualifications

CPA certification

is required.

7-10 years of experience

in

non-profit tax services .

Excellent

interpersonal ,

communication , and

client relationship management

skills.

Strong

research

and

analytical

skills.

Experience with

ProSystem fx Tax ,

BNA products , and

CCH Intelliconnect

is desired.

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