Tax Director

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Lead, manage, and nurture a team of tax advisors and preparers.

• Establish team standards, cultivate a positive culture, and ensure team members have access to the necessary resources for success.

• Drive Tax Advisory Services initiatives for Prime and Elite clients, focusing on proactive planning, multi-scenario tax strategies, and exceptional service delivery.

• Participate in the planning and execution of the growth strategy for the tax advisory practice.

• Oversee the quality and consistency of the tax compliance practice.

• Ensure that reviews are conducted accurately, deadlines are adhered to, and compliance standards are upheld.

• Act as the firm’s senior client-facing representative for complex engagements involving business owners, high-net-worth individuals, and multi-entity structures.

• Enhance and support client relationships managed across both advisory and compliance teams.

• Develop and sustain technical training, quality assurance processes, and feedback mechanisms.

• Serve as the firm’s senior technical authority for complex tax inquiries.

• Lead, instruct, and execute tax compliance and advisory tasks.

• Join the firm’s leadership team and contribute to strategic planning for the firm’s direction.

• Provide an outstanding client experience at every level.

⛳️ Requirements

• CPA certification is required.

• A minimum of 10 years of public accounting experience, with significant time spent in a leadership or review role.

• Expertise in developing tax strategies.

• Ability to swiftly analyze a client’s situation and outline tactics to minimize their tax exposure.

• Extensive knowledge of individual and business taxation, including 1040s, 1120-S, 1065, as well as multi-state and multi-entity structures.

• Demonstrated ability to cultivate and maintain client relationships at the advisory level.

• Experience in managing or developing tax staff.

• Comfort working in a growing firm, bringing structure beyond just headcount.

• In-depth expertise in tax planning, compliance, and complex return reviews for both business and individual clients.

• Proficient in coaching, motivating, and holding team members accountable.

• Proactive and innovative advisory mindset; able to communicate tax strategies clearly.

• Capacity to diagnose complex tax and financial situations and propose effective, defensible solutions.

• Strong sense of ownership and accountability.

• Strategic thinker.

• A Master's degree in Taxation is strongly preferred.

🏝️ Benefits

• Performance bonuses.

• 401k plan with employer matching of 100% of contributions up to 4% of salary.

• Health insurance, with optional dental and vision coverage.

• Additional workplace perks.