Tax Director

Tax Director

Results-driven Tax Director with extensive experience leading complex tax engagements within public accounting environments. Proven expertise in managing corporate, partnership, and individual tax matters for closely held businesses, high-net-worth clients, and multi-entity organizations. Skilled in tax planning, compliance, research, and strategic advisory services while maintaining strong client relationships and developing high-performing teams. Adept at overseeing engagements from inception through completion, ensuring accuracy, efficiency, and adherence to regulatory standards. Recognized for delivering exceptional client service, driving practice growth, and mentoring staff in fast-paced, deadline-driven environments across the South Florida markets

Gerson Preston Klein Lips Eisenberg Gelber is a certified public accounting firm with offices in Miami and Boca Raton, Florida. Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries.

Responsibilities of the Tax Director Role

• Review tax returns for individuals, partnerships, and corporations
• Review tax adjustments to financial statements to prepare returns
• Contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen
• Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships
• Consistently handle the complete client engagement and relationship
• Ensure expectations are clear with the Client Ambassador on deadlines and expectations
• Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients
• Establish engagement project budgets and due dates
• Completes engagements on time, on budget, with highest quality
• Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance

Position Requirements of the Director Role

• Bachelor's degree in Accounting or Taxation; Master's degree in taxation is a plus
• CPA License or eligibility to take CPA exam required
• Experience using tax preparation software and applications
• Excellent analytical and technical skills
• Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written)
• Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes
• Ability to work on multiple projects at a given time
• Motivated to meet client deadlines and provide superior client service
• A team player with strong relationship skills

Benefits

• 401k
• Health Insurance
• Dental
• Vision
• Paid Time Off
• Wellness Plan
• Bonus