Tax Director, Pcs

Tax Director Overview

• Serve as Tax Director, leading compliance and consulting services for high-net-worth individuals and private businesses.
• Oversee tax return processes, ensuring adherence to federal and state regulations and delivering accurate results.
• Mentor and develop staff accountants, fostering professional growth and team excellence.
• Identify and resolve complex tax issues, providing innovative solutions to clients.
• Collaborate with clients to uncover opportunities for expanded services and business growth.
• Manage multiple tax engagements, ensuring timely delivery and adherence to financial goals.
• Contribute to a collaborative environment while maintaining independent work capabilities.
• Support the Private Client Services team in achieving strategic objectives and client satisfaction.

Tax Director Key Responsibilities & Duties

• Review tax projections, workpapers, and returns for individuals and fiduciaries, ensuring accuracy and compliance.
• Oversee tax return processes, resolving issues and maintaining regulatory compliance.
• Mentor and train staff accountants, prioritizing workloads and ensuring deadlines are met.
• Manage engagements, including budgeting, billing, and monitoring engagement economics.
• Provide tax compliance and consulting services for S-corporations and partnerships.
• Identify opportunities for new client services and business portfolio expansion.
• Collaborate with team members to ensure high-quality service delivery and client satisfaction.
• Stay updated on technical tax developments to deliver expert advice and solutions.

Tax Director 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 and delivering results.
• Preferred Master’s degree in Tax or equivalent field for advanced expertise.
• Proven ability to acquire new clients and expand business portfolios effectively.
• Proficient in budgeting, billing, and managing engagement economics successfully.
• Demonstrated leadership and mentoring skills in a collaborative, team-oriented environment.