Tax Director, Pcs

Overview

• Lead tax compliance and consulting services for high-net-worth individuals and private businesses.
• Oversee tax return processes, ensuring accuracy and compliance with federal and state regulations.
• Mentor and manage staff accountants, fostering professional growth and development.
• Identify and resolve complex tax issues, providing proactive solutions to clients.
• Collaborate with clients to identify opportunities for expanded services and business growth.
• Manage multiple tax engagements, ensuring timely delivery and adherence to budget.
• Contribute to a team-oriented environment while maintaining independent work capabilities.
• Support the Private Client Services team in achieving financial goals and client satisfaction.

Key Responsibilities & Duties

• Review tax projections, workpapers, and returns for individuals and fiduciaries.
• Oversee tax return processes, ensuring compliance and resolution of issues.
• Mentor and train staff accountants to prioritize workloads and meet deadlines.
• Manage engagements, including budgeting, billing, and engagement economics.
• Provide tax compliance and consulting services for S-corporations and partnerships.
• Identify opportunities for new client services and business growth.
• Collaborate with team members to ensure high-quality service delivery.
• Stay updated on technical tax developments to provide expert advice.

Job Requirements

• Bachelor’s degree in Accounting or equivalent field required; CPA or JD mandatory.
• 10+ years of progressive tax compliance and consulting experience in public/private sectors.
• Expertise in individual and fiduciary tax returns, S-corporations, and partnerships.
• Strong experience managing complex technical tax engagements.
• Preferred Master’s degree in Tax or equivalent field.
• Proven ability to acquire new clients and grow business portfolios.
• Proficient in budgeting, billing, and managing engagement economics.
• Demonstrated leadership and mentoring skills in a team-oriented environment.