Tax Director

Tax Director

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don't just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.

At Lutz, our people are our greatest asset. That's why we've built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

The Accounting team at Lutz forms the backbone of our business, providing expert tax, audit, and assurance services with a personal touch. From working with family-owned businesses to navigating complex financial structures, our accountants do more than deliver compliance—they serve as trusted advisors helping clients achieve their goals. With dedicated niche groups and a focus on continuous learning, Lutz offers opportunities to specialize, grow, and make an impact.

We like it here, and we think you will, too.

As a Tax Director, you will:

• Provide strategic tax planning, compliance, and advisory services for a diverse client base.
• Lead, mentor, and develop a high-performing tax team while fostering a collaborative and growth-focused culture.
• Serve as a trusted advisor to clients by proactively identifying opportunities, mitigating risks, and delivering value-added tax solutions.
• Oversee and review complex tax engagements, ensuring quality, accuracy, and timeliness.
• Build and maintain strong client relationships, with a focus on long-term growth and retention.
• Collaborate with firm leadership to develop business strategies and contribute to overall firm growth.
• Stay current with changes in tax laws and regulations and communicate their impact to clients and staff.
• Play an active role in business development efforts, including networking, proposals, and client presentations

Qualifications:

• 8+ years of experience in tax, including supervisory responsibilities
• Bachelor's degree in accounting required
• Active CPA license required
• Deep technical knowledge of federal, state, and local tax laws, compliance, and planning.
• Strong leadership and team development skills with a proven ability to mentor and grow professionals.
• Excellent client service, relationship management, and communication skills.
• Business development experience with a successful track record of winning and growing client engagements.
• Ability to manage multiple priorities in a fast-paced environment while maintaining high quality.

Benefits:

• Investments & Incentives: Competitive Base Salary | Matching 401k Program | Profit-Sharing | New Client Referral Incentives | Professional Certification Exam Incentives
• Lifestyle Balance: Paid Holidays | Paid Time Off (PTO) | Flexible Schedule | Employee Appreciation Events | Social Events | Family Outings
• Professional Development: Formal Mentor Program | Continuing Education | Leadership Development Program | CPA Exam Fee Reimbursement | CPA Review Course Support | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support
• Health & Wellness: Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program
• Office Perks: "Dress for Your Day" Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks