Job Description

CPA Firm is seeking Tax Director will lead a high-performing tax team, ensuring the effective implementation of tax strategies for high-net-worth individuals and businesses. Essential Job Functions: Team Leadership & Development: Hire, train, lead, coach, and hold the tax team accountable. Mentor junior staff to ensure they grow their skills and career. Provide ongoing training and development for new and existing employees. Offer real-time feedback and conduct weekly 1:1s with team members. Foster a high-performance culture, motivating the team to stay productive and positive, especially during peak seasons. Assign projects, review work, and ensure deadlines are met with proactive communication. Conduct performance reviews and address conflicts as needed. Lead client kick-off meetings with the Sales Team to establish strong relationships. Ensure timely, proactive communication with clients throughout the tax cycle. Tax Compliance & Advisory: Oversee the preparation and review of business and individual income tax returns. Lead research on complex tax strategies and issues outside of routine tax preparation. Assist with responses to tax notices, liaising with taxing agencies as necessary. Manage sales tax filings and reporting to the state. Client Engagement & Consulting: Run or attend quarterly client meetings to review financial performance, provide feedback, and discuss tax projections. Review client business and personal income for quarterly estimated tax calculations and provide advisory services as needed. Financial Reporting & Review: Prepare and review financial statements, ensuring accuracy and compliance with regulatory requirements. Assist with the month-end preparation of board financial statements and reconciliation of workpapers. Additional Responsibilities: Organize and maintain the tax database, ensuring all entries are recorded accurately in accounting & project management software platforms. Implement tax reduction strategies and provide accounting support to the team as needed. Perform other duties as assigned. Requirements 8 years of Tax experience required with proven work experience as a Tax Senior/Tax Associate 3 years of Accounting Experience Required 2+ years leading a team of remote employees CPA firm experience a must. Accounting and payroll knowledge In-depth knowledge of accounting principles, financial regulations, and tax laws. Must be a licensed EA, or CPA Proficient in Accounting Software (such as QBO, QBD) and Ultra Tax Proven ability to lead, mentor, and motivate a team in a professional setting. Strong background in compliance with local, state, and federal tax regulations. Experience with Project Management Software such as Asana, Notion, Monday, ClickUp, a plus Benefits Health insurance Vision Dental Life Insurance Simple IRA - match 3% after a year; can contribute from Day 1 Bonus - discretionary PTO 38 hours of sick leave 3 to 4 weeks of vacation - negotiable Will provide technology, computer and phone If you have the necessary qualifications, please forward a copy of your resume and state your salary requirements. RES Consultant Group

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