Tax Director Estate and Trust Tax

Hybrid Tax Director Opportunity

A renowned, highly profitable regional accounting firm is in search of a Tax Director to join their dynamic team. This role presents a great work-life balance, outstanding perks including significant bonuses and a generous employer contribution to your 401K plan, with a clear path to Partnership!

• Performs in-depth technical review and approval of all tax filings and government tax audits of varying complexities.
• Acts as an expert in estate and trust tax matters.
• Takes full ownership of major tax returns and assigns tasks to tax preparers as necessary.
• Engages actively in client interactions and tax planning initiatives to support the A&A Department on larger accounts.
• Takes on client service responsibilities for designated accounts and may lead client meetings.
• Keeps firm personnel informed about significant tax updates and changes affecting clients.
• Oversees and coordinates government tax audits and may represent clients during discussions with tax authorities.
• Ensures accurate and timely billing and collection processes.
• Possesses thorough knowledge of the firm’s tax philosophies and viewpoints.
• Stays abreast of economic and political trends that could impact tax regulations.
• Prepares ad-hoc reports and projects as requested by firm partners.
• Evaluates tax preparation and research tools for recommendations to partners.
• Contributes to firm business development efforts through community and industry involvement.
• May need to travel occasionally for client meetings, seminars, and work at clients’ offices.
• Expected to work overtime especially during busy tax seasons.

• At least seven to ten years’ experience in public accounting with increasing responsibility in tax roles.
• Minimum two years representing clients in dealings with tax authorities.
• Previous supervisory experience in tax preparation, particularly in estate and trust taxation.
• Bachelor's degree in accounting required, CPA license essential, and a master's in taxation is a plus.
• Maintain at least forty hours of annual continuing education related to technical and business skills.
• Must hold a valid CPA license and be a member in good standing with the AICPA.
• Supervisory Responsibilities:
• Will be responsible for the coaching and development of tax department staff at various levels.
• Understand the training needs of all tax team members and provide guidance accordingly.
• Participate in performance reviews and assessments within the tax department.