Tax Director

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

📋 Description

• Lead the small business and high-net-worth (HNW) individual tax team, managing staff and all deliverables within the pod.

• Conduct reviews of intricate individual tax returns for affluent clients, including trust, estate, and gift tax filings.

• Evaluate small business tax returns and act as a senior technical resource across various entity types within the team.

• Initiate proactive tax planning discussions that encompass individual tax strategies, family tax planning, gift tax, charitable planning, as well as wealth and succession planning.

• Investigate complex tax matters and formulate well-supported positions.

• Oversee workflow and prioritize multiple client engagements concurrently, ensuring that quality standards and deadlines are adhered to.

• Work in collaboration with the firm's wider team and the clients' external advisors as necessary.

• Foster a culture centered on long-lasting client partnerships, continuity, and outstanding service.

⛳️ Requirements

• Over 7 years of public accounting experience, with a strong focus on HNW individual and small business taxation.

• Practical experience with trust and estate returns, gift tax, family tax planning, charitable planning, and/or wealth and succession planning.

• CPA or EA certification preferred.

• A Bachelor's degree in Accounting is required.

• A Master's degree in Taxation is a plus.

• Previous experience in a senior review or leadership position within a public accounting firm.

• Exceptional judgment, strong technical communication skills, and a sincere dedication to client outcomes.

🏝️ Benefits

• Annual discretionary bonus of up to 15%.

• 20 days of paid time off (PTO).

• Overtime beyond 40 hours is compensated with additional time off.

• Company covers 100% of family health and dental insurance premiums.

• 401(k) plan with a dollar-for-dollar company match up to 6%.

• Fully remote work opportunity.