Overview
An established CPA firm is seeking a Tax Director to serve as a practice leader, oversee complex client engagements, drive business development, and mentor the tax team. This senior role offers strategic oversight, technical excellence, and a clear path to partnership for a proven rainmaker.
Key Responsibilities
- Act as primary advisor to high-net-worth and corporate clients on advanced tax planning and compliance.
- Oversee preparation and review of sophisticated tax returns and provisions across multiple jurisdictions.
- Lead business development initiatives, cultivate new clients, and expand existing relationships.
- Supervise tax managers, supervisors, and staff; enforce quality control and professional development.
- Represent clients in IRS/state audits, negotiations, and appeals.
- Drive firm-wide tax strategy, process improvements, and adoption of advanced tax technology.
- Collaborate with audit, consulting, and advisory partners on integrated client services.
- Monitor legislative/regulatory changes and advise clients and firm leadership on impacts.
Qualifications
- Active CPA license required.
- 10+ years of progressive tax experience in public accounting, with significant leadership and client-facing responsibilities.
- Deep expertise in corporate, partnership, international, trusts & estates, and state/local tax planning.
- Proven track record of business development and portable book of business strongly preferred.
- Proficiency with tax software (CCH Axcess, Thomson Reuters, or similar) and advanced Excel.
- Exceptional leadership, communication, and client relationship skills.