Job Summary
The TBS Director is the liaison between Partners and Managers, Internal Staff, and Clients. The TBS Director is responsible for the efficient, accurate, complete, and timely preparation of all client tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The TBS Director has been identified by the Partners as being on the Partner track. The TBS Director supports the Firm’s goals and values through all professional communications and the maintenance of positive working relationships.
Essential Functions
- A role model who demonstrates consistent integrity within the professional environment, and provides an example for Managers and Associates to learn from and model for their success.
- Responsible for overseeing client relationships, which would include managing multiple engagements simultaneously, monitoring the timeliness and effectiveness of the delivery of services provided by the firm, proactively and effectively identifying clients’ needs, developing a relationship with key client personnel, and providing valuable ideas on an ongoing basis.
- A dedicated team member with advanced written and oral communication skills.
- Knowledgeable in corporate taxes, estate taxes, and personal income taxes.
- Perform higher-level TBS engagements and expand the ability to perform or supervise new types of engagements.
- Demonstrate excellent project management skills, inspire teamwork and responsibility by engaging team members, and use current technology and tools to enhance the effectiveness of deliverables and service.
- Prepare invoices to clients, communicate details of fees to clients, and assume responsibility for fee collections.
- Responsible for all phases of tax, review, compilation, or other accounting engagements. Plan, manage, review and control tax engagements of all sizes and complexities for compliance with all professional and firm standards; this includes supervising time, budget development, fee recommendations, and working with internal staff and clients to plan engagement objectives and strategies.
- Continue to develop a specific area of technical expertise or concentration in servicing a segment of clients.
- Organize and lead periodic meetings during the busy season with Partners, Managers, and Associates.
- Manage the TBS team members, including their career development, training, professional development, productivity, and performance.
- Evaluate the performance of the TBS team members and provide verbal and/or written feedback regularly.
- Provide on-the-job training; review work papers and reports prepared by TBS team members.
Other Functions
- Prepare other reports and projects as requested from time to time by the Partners.
- Research and evaluate tax preparation and research software for recommendation to the Partners.
- Develop personal priority goals and adhere to them.
- Assist the Partners and Managers with planning the team’s business goals for the year.
- Activity participate in community involvement, including leadership roles on boards and/or service organizations.
- Attend the Partner Development Program or other similar executive leadership programs.
- Participate with Partners in marketing efforts, including proposal development and prospect calls.
- Actively participate in the firm’s practice development efforts through involvement with referral sources and community and industry activities.
- Participate in the annual review process of team members.
- Coordinate day-to-day management of the department and report frequently back to the partners for support and direction.
- Develop an understanding of the economics of the Tax business and its relation to the firm.
- Participates in other administrative activities or other duties as requested by the Partners.
Next Level on Career Path
- Advance to TBS Partner depending on performance metrics and Firm need. Minimum 3-5 years as Director before advancing.