Tax Director - Estate and Trust Tax
ExcelliSearch, Inc.
TAX DIRECTOR Hybrid - Work from both home and office Well established, highly profitable regional CPA firm seeks a Tax Director to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, and a fast track to Partnership! Tax Director Responsibilities
- Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
- Serves as a subject matter expert in estate and trust tax.
- Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
- Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
- Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
- Communicates to the appropriate firm personnel important tax and tax developments affecting the firms' clients.
- Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
- Accurate and timely billing and collection processes are made.
- Possesses a complete knowledge of the firms' philosophy and its opinions on tax matters.
- Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
- Prepares other reports and projects as requested from time to time by the partners.
- Researches and evaluates tax preparation and tax research software for recommendation to partners.
- Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
- Occasional travel for work at clients' offices, meetings, and seminars.
- Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
- Seven to ten years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. Prefer generalist tax experience including exposure to estate and trust tax issues.
- At least two (2) years' experience representing clients before taxing authorities.
- Minimum one (1) year experience supervising and directing work of tax preparers with an emphasis on estate and trust taxation..
- Bachelor's degree in accounting required, master's degree in taxation preferred.
- Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
- A current and valid certified public accountant's license is required.
- Must be a member in good standing with the American Institute of CPAs.
- Supervisory Responsibilities:
- Responsible for the development, coaching and training of senior, semi-seniors and staff accountants.
- Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
- Participates in reviews and evaluations of the tax department.
Vacancy posted 3 hours ago
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