Tax Director

Overview

• Lead the tax function within the regional office, providing strategic guidance and technical expertise.
• Serve as a senior resource for tax, trust, and estate matters across the Midwest region.
• Collaborate with leadership to standardize and enhance tax practices firmwide.
• Engage with clients to articulate tax service offerings and provide strategic consultation.
• Mentor and develop tax managers, fostering professional growth and readiness for advancement.
• Represent the firm at professional events, enhancing visibility and reputation.
• Contribute to the development of a consistent, high-quality client experience across the region.
• Support integration efforts for acquired offices within the region.

Key Responsibilities & Duties

• Coordinate pricing, staffing, and workflow planning for tax engagements.
• Oversee tax compliance services, including individual, trust, estate, and business tax returns.
• Conduct advanced tax research and provide authoritative guidance on complex issues.
• Develop and implement advanced tax and estate planning strategies.
• Lead internal training sessions for tax managers and staff across offices.
• Participate in business development efforts, including client prospect meetings.
• Support advisory teams with technical tax discussions and planning.
• Drive firmwide standardization efforts as part of the tax leadership team.

Job Requirements

• Bachelor’s degree in Accounting required; CPA certification mandatory.
• 15+ years of progressive tax experience, including leadership roles.
• Extensive expertise in trust and estate taxation, UHNW individual taxation, and partnership taxation.
• Proven ability to mentor and develop tax professionals.
• Strong technical skills in multigenerational estate planning and charitable giving strategies.
• Experience with complex entity structures and UHNW families.
• Ability to work onsite four days per week in a hybrid environment.
• Commitment to confidentiality and adherence to employment agreements.