Tax Director

Job Description

Job Purpose:

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To lead and oversee the Tax and Bookkeeping departments, ensuring the delivery of high-quality services to clients. This role involves strategic planning, managing senior managers, developing innovative solutions, and maintaining strong client relationships. The Director will act as a key leader in driving the success and growth of the departments.

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Key Responsibilities:

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Leadership and Strategy:

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• Provide strategic direction and leadership for the Tax and Bookkeeping departments.
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• Develop and implement departmental goals and objectives aligned with the company's vision and strategy.
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• Oversee the performance of senior managers and ensure departmental goals are met.
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Client Relations:

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• Build and maintain strong relationships with key clients.
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• Ensure exceptional client service and satisfaction.
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• Act as a senior point of contact for resolving complex client issues.
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Team Management:

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• Lead and develop senior managers within the Tax and Bookkeeping departments.
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• Foster a culture of continuous improvement and professional development.
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• Create development plans, track progress, and recognize achievements.
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Operational Excellence:

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• Oversee the development and implementation of efficient processes and best practices.
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• Ensure compliance with all relevant tax laws and accounting standards.
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• Monitor and improve the quality of service delivery.
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Financial Management:

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• Manage departmental budgets and financial performance.
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• Develop and implement strategies to achieve financial goals.
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• Monitor and control expenses to ensure cost-effectiveness.
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Process Improvement:

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• Identify opportunities for improving departmental processes and systems.
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• Implement innovative solutions to enhance efficiency and service quality.
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• Lead problem-solving initiatives and guide teams through complex issues.
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Conflict Resolution:

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• Manage significant conflicts within and across departments.
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• Develop and implement conflict resolution processes.
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• Coach others on effective conflict management techniques.
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Compliance and Risk Management:

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• Ensure adherence to regulatory requirements and company policies.
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• Identify and mitigate risks associated with tax and bookkeeping services.
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• Maintain high standards of ethical behavior and integrity.
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Collaboration and Communication:

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• Communicate complex ideas clearly and persuasively to various stakeholders.
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• Lead collaborative efforts across teams and departments.
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• Manage difficult conversations with tact and diplomacy.
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Additional Duties:

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• Perform all other duties as assigned by the Senior Executive Team to support the overall objectives of the organization.
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Required Qualifications:

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• Bachelor’s degree in Accounting, Finance, or related field
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• CPA or EA certification required.
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• Minimum 10 years of experience in tax and accounting services with at least 5 years in a senior leadership role.
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• Proven experience in strategic planning and execution.
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• Strong understanding of tax laws and accounting principles.
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• Excellent leadership, communication, and interpersonal skills.
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• Ability to manage multiple priorities and work in a fast-paced environment.
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• Proficiency in tax and accounting software, including CCH, QuickBooks, and other relevant tools.
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Preferred Qualifications:

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• Master’s degree in Accounting/Finance preferred.
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• Additional certifications or coursework related to advanced tax strategies or financial management.
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Performance Metrics:

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• Client Satisfaction: Measured by client feedback and satisfaction survey results.
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• Team Efficiency: Timely completion of tax and bookkeeping tasks and projects.
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• Communication: Responsiveness to client communication and effective team collaboration.
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• Financial Performance: Achievement of departmental financial goals and budget management.
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• Accuracy: Ensuring accuracy in tax and bookkeeping processes and deliverables.
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