Senior Director Tax

The taxation team serves as an important strategic partner to our advisory team in working with our clients. The Associate Director Taxation is an important leadership role responsible for overseeing the preparation and review of complex tax returns for partnerships (with a focus on real estate), S-corporations, individuals, and trusts. You will guide operational excellence, help grow the tax practice, mentor the tax team, and provide strategic solutions to deliver quality client service.

Tax Compliance & Preparation Prepare and review federal, state, and local tax returns for partnerships, S-corporations, individuals, and trusts.

• Ensure all returns comply with current tax laws and regulations.
• Respond to IRS and state agency audits, inquiries, and tax notices.
• Conduct technical tax research and draft memoranda on complex tax issues.
• Maintain up-to-date knowledge of tax legislation and evaluate its impact on clients and our practice.
• Leadership & Team Development Lead, mentor, and develop junior staff and managers within the tax and advisory teams.
• Delegate projects and manage workflow to maximize efficiency and quality.
• Foster a collaborative team culture.
• Train staff on new processes, software, and regulatory changes.
• Client Service & Advisory Build and maintain strong client relationships, being a trusted advisor.
• Provide strategic tax planning and consulting services.
• Advise clients on tax implications of business transactions, investments, and estate planning.

Bachelor's degree in accounting, finance, or related field (Master's in Taxation preferred)

• CPA designation strongly preferred (alternative Enrolled Agent designation or JD)
• 5 or more years of experience in public accounting, with demonstrated expertise in partnerships (real estate preferred), S-corporations, individual and trust tax compliance.
• Supervisory and leadership experience.
• Strong technical knowledge of U.S. tax regulations and compliance.
• Effective analytical, communication, and project management skills.
• Proficiency in CCH Tax
• Ability to work independently and collaboratively in a team environment.
• High level of integrity, professionalism, and client service orientation.