Tax Director

in Accounting + Finance
  • Shaker Heights, Ohio View on Map
  • Salary: $190,000.00 - $250,000.00
Permanent

Job Detail

  • Experience Level Director
  • Degree Type Bachelor of Arts (BA)
  • Employment Full Time
  • Working Type Hybrid
  • Job Reference 0000018650
  • Salary Type Annually
  • Industry Public Accounting;Wealth Management
  • Selling Points

    Lead impactful tax strategies at a leading organization, fostering growth. Collaborate with professionals to standardize practices and enhance client experiences. Advance your career in a flexible hybrid work environment.

Job Description

Overview

  • Lead the tax function, providing strategic guidance and technical expertise to enhance organizational tax practices.
  • Collaborate with leadership to develop and implement firmwide tax strategies and standards.
  • Engage with clients to deliver tailored tax solutions and strategic consultations.
  • Mentor and develop tax managers, fostering professional growth and leadership readiness.
  • Represent the firm at professional events to enhance visibility and reputation.
  • Support integration efforts for acquired offices, ensuring seamless transitions and consistency.
  • Contribute to the delivery of a consistent, high-quality client experience across the organization.

Key Responsibilities & Duties

  • Coordinate pricing, staffing, and workflow planning for tax engagements to optimize efficiency.
  • 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 for diverse client needs.
  • Lead internal training sessions to enhance the technical skills of tax managers and staff.
  • Participate in business development efforts, including client prospect meetings and presentations.
  • Support advisory teams with technical tax discussions and strategic planning initiatives.
  • 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 effectively.
  • 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.
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