Tax Director
Erie Insurance
Are you a highly motivated mentor and coach who speaks your opinion and focuses on the big picture? Do you have strong technical skills, tax knowledge, and experience as a Certified Public Accountant? At McClintock & Associates, we take the compliance burden off postsecondary institutions so they can focus on supporting and educating their students. If you are a results-oriented leader who shares our mission and strives to find customer solutions, this opportunity might be perfect for you. Strong communication skills and vast business acumen to develop strong relationships, create value for clients and lead to additional business referrals You know to operate efficiently and analyze data to help make decisions and balance employee workloads Accountable. You understand expectations and hold yourself and others accountable. You are willing to have difficult conversations if necessary Team-Oriented. You’re honest, personable, and self-aware, collaborating with the team and leading by example to help build and maintain a positive culture. You strike that balance of being respected and liked. Proactive. You’re a consistent performer who focuses on creating strategy to implement project competition. You don’t wait for something to be done, you do it. A lifelong learner. You absorb knowledge like a sponge and are always looking for ways to improve. You’re willing to learn what you don’t know and have high emotional intelligence. Responsibilities The job responsibilities of the Tax Director include, but are not limited to: Accountability Retains current business relationships with focus on high customer value Oversees workflow, software usage, and tax process Owns client tax planning and customer service Stays current on tax organization knowledge and skills Willing to provide timely feedback to staff and clients Leadership As part of the leadership team, overall focus on firm management, tax department oversight, and future success of the firm Creates or co-creates thought leadership content such as articles (industry related), webinars, etc. Communicates clear direction internally to staff Demonstrates our core values Develops network contacts and resources Monitors department utilization and profit margins including pricing structure Management Develops staff and coordinates departmental training Manages vendor relationships and coordinates outsourcing options Conducts annual performance evaluations for staff Balances appropriate workload for each staff member, providing opportunities for growth and development while remaining true to our core values Location The Tax Director position is a hybrid position headquartered in Bridgeville, PA Qualifications Required 5+ years leadership experience 10 years’ experience in the public accounting industry CPA Corporate and individual tax services experience Preferred Masters in Tax WHY McClintock & Associates? Founded in 1975, McClintock & Associates is the premier firm offering audit, tax advisory, and consultative solutions to postsecondary institutions across 40 states. We understand our clients need quick answers, and we strive to make our relationships with them much more than transactional. Our greatest assets are our employees, and we are committed to their personal and professional development. We provide education, flexibility, and opportunity for a more complete and satisfying work-life integration. We value family-life balance and have a family-focused culture Voted best place to work in 2021 We’re a growing and profitable company offering competitive employee benefits We’re an industry niche leader in providing accounting services to postsecondary institutions. We’re focused on a single industry and pride ourselves on the expertise we provide. We welcome new, challenging projects that build our capacity to learn and grow We’re busy without the busy season, providing consistent, results-oriented work in fewer hours than most firms Company Benefits Family focused culture 10 paid holidays and generous PTO policy Flexible scheduling including work from home options Student Loan Repayment program Employee Appreciation and team building events Medical insurance with Health Savings Account opportunities 401(k) plan with monthly employer contribution (including Roth) Dental, vision and life insurance Year-end bonuses paid to employees since 2006 TSA precheck for employees that travel Wellness programs Charitable match program Free parking McClintock Values As a company we believe in a shared set of values. We recruit employees based on these values and root our work in practicing these values daily. We value time at home with loved ones and provide flexibility to ensure we do not miss important moments. We recognize the importance of taking time away from our work. Lifelong Learner We are responsible for and engaged in our personal and professional development. We recognize that our mind is a muscle that can be strengthened by using the resources available to us. Solution Minded We collaborate with our clients to solve their problems. We bring a positive mindset focused on answering questions, and we are proactive in identifying issues before they arise. We Not Me We work as a team that moves together. We are not siloed individuals. When our teammates need support, we seek them out and pick them up knowing that the team is stronger together. Hear From Our Team I value the firm’s flexible working schedule that allows me to work from home when necessary. While I believe working with others one-on-one in our team environment provides for better on the job training, the flexibility provides stress relief when family commitments arise. #J-18808-Ljbffr McClintock & Associates
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...into bold, industry-changing realities. For our business, for clients, and for you Description Apex is seeking a Tax Managing Director (Corporate Title as Director) to help lead and expand our U.S. Financial Services Tax Practice. This individual will serve...Full timeWork at officeLocal areaWorldwide$161.3k - $264.9k
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