Tax Director

Job Description

Job Description

Position Summary:  

The Tax Director is responsible for providing guidance to tax staff on the completion of individual, corporate, partnership, and trust tax returns.  They will also review the work of the tax preparer and correspond directly with the Partner or Client.  

Essential Job Functions:  

• Serves as the day-to-day contact for clients.  

• Manage engagement efficiently by timely assignment, supervision and review of work; conducts timely billing on all engagements for which they are responsible. 

• Responsible for larger, more complicated tax returns and delegates to and trains the various tax preparers. 

• Perform technical tax review and approval of most tax returns. 

• Develop a professional relationship with the client and serves as the main point-of-contact. 

• Inform the client of engagement progress & expectations.  

• Generate new business opportunities within current client base and outside network. 

• Respond to federal and state tax notices that impact clients. 

• Supervises staff, provides feedback, evaluates progress, and offers guidance and direction. 

• Identifies staff qualifications and reviews staff assignments, making sure they align with qualifications.  

• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs. 

• Performs technical tax review and approval of all assigned projects and identifies basic, complex, and advanced issues, as applicable, during the engagement. 

• Build long-term relationships with our clients, understanding their unique needs to provide a tailored service. 

• Communicate complex tax issues to non-tax professionals and clients. 

• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.  

• Manages tax research, the accuracy of the conclusion reached and ensures proper documentation of researched matters. 

• Remains up to date with new technologies and leverages firm technology to maximize team productivity and efficiency.  

• Consistently demonstrate ownership and accountability for all assigned clients and projects.  

• Translate complex data from a range of sources into client-ready insights and deliverables. 

• Participates in firm’s practice development efforts through involvement with referral sources, community and industry activities.  

• Perform other duties as assigned. 

Experience and Skills:  

• At least 10+ years experience  preparing/reviewing complex individual, corporate, partnership and S-corp tax returns 

• Bachelor’s degree in Accounting and CPA or EA required 

• Hold or working towards an advanced degree (MST or JD with Tax Emphasis)  preferred 

• Proficiency with Microsoft Office in particular Excel and Word, UltraTax, tax-planning software and cloud-based tax research software. 

• Ability to demonstrate sound judgment and analyzing problems logically and comprehensively, distinguishing between relevant and irrelevant information 

• Strong negotiation and persuasion skills. 

• Ability to work effectively in a team environment, as well as independently 

• Ability to handle sensitive/confidential matters in a tactful and discreet manner 

• Ability to interface with a variety of management levels & think creatively in seeking optimal solutions for clients