Tax Director – CPA

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

📋 Description

• Oversee the tax department of the firm, focusing on both compliance and advisory functions.

• Act as the primary technical expert on tax-related issues.

• Propel the growth of Tax Advisory Services (TAS).

• Cultivate the development of the firm's tax professionals and systems.

• Participate in the firm’s leadership team.

• Provide an outstanding client experience across all client categories.

• Ensure accuracy in returns, adherence to deadlines, execution of strategies, consistency, accountability, and quality.

• Mentor and support advisors and preparers while upholding high standards and minimizing turnover.

• Broaden and enhance the advisory practice throughout the client portfolio.

• Deliver proactive, high-value guidance to TAS clients.

• Retain, serve, and expand relationships with high-value clients.

⛳️ Requirements

• CPA is required; an MS in Taxation is highly preferred.

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

• Expertise in developing tax strategies.

• Capability to swiftly assess a client’s situation and outline strategies to reduce tax exposure.

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

• Demonstrated ability to build and sustain client relationships at the advisory level.

• Experience in managing or developing tax staff.

• Adaptable to a growing firm and able to implement structure beyond just increasing headcount.

• Extensive knowledge in tax planning, compliance, and reviewing complex business and individual returns.

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

• Ability to clearly articulate tax strategies.

• Skillful in diagnosing complex tax and financial situations and proposing effective, defensible solutions.

• Strong sense of ownership and accountability with excellent follow-through.

• Capacity to contribute strategically to the firm’s overall direction.

🏝️ Benefits

• Performance bonuses.

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

• Health insurance along with optional dental and vision coverage.

• Additional workplace perks.