Tax Director

Overview

• Lead tax advisory services, ensuring compliance with multi-state regulations and estate planning strategies for diverse clients.
• Provide strategic leadership in tax planning and client advisory, enhancing organizational reputation and client satisfaction.
• Collaborate with clients to develop tailored tax solutions, addressing complex financial and estate planning needs.
• Oversee tax compliance processes, ensuring accuracy and adherence to regulatory standards across jurisdictions.
• Mentor and guide junior staff, fostering professional growth and maintaining high performance standards.
• Contribute to the firm's strategic goals by identifying growth opportunities and optimizing tax advisory services.
• Maintain up-to-date knowledge of tax laws and regulations, applying insights to client engagements.
• Support business development initiatives, leveraging expertise to attract and retain clients.

Key Responsibilities & Duties

• Conduct comprehensive tax reviews, ensuring compliance and identifying optimization opportunities.
• Lead estate planning initiatives, providing expert advice to clients on financial strategies.
• Manage multi-state tax compliance processes, addressing jurisdiction-specific requirements effectively.
• Develop and implement tax strategies aligned with client objectives and regulatory standards.
• Collaborate with internal teams to enhance service delivery and client satisfaction.
• Provide leadership and mentorship to staff, fostering a culture of excellence and professional growth.
• Engage in client advisory, delivering insights and solutions for complex tax scenarios.
• Monitor industry trends and regulatory changes, ensuring proactive adaptation in services.

Job Requirements

• Bachelor of Science (BS) in Accounting, Finance, or related field required.
• Minimum of 7 years of experience in tax advisory, with 10 years preferred.
• Proven expertise in estate planning and multi-state tax compliance.
• Strong leadership skills with experience managing teams and mentoring staff.
• Excellent knowledge of tax laws and regulations, with ability to apply them effectively.
• Exceptional analytical and problem-solving skills, with attention to detail.
• Effective communication and interpersonal skills for client interactions and team collaboration.
• CPA certification or equivalent preferred, demonstrating professional competency.