Tax Director
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Tax Director leading HNW individual and small-business tax pods at a national CPA firm. Reviewing complex returns and driving proactive wealth-transfer and succession planning.
Responsibilities:
- Lead the small business and HNW individual tax pod, overseeing staff and all work product flowing through the pod
- Review complex individual tax returns for high-net-worth clients, including trust, estate, and gift tax returns
- Review small business returns and serve as a senior technical resource across entity types within the pod
- Drive proactive tax planning conversations covering individual tax strategies, family tax planning, gift tax, charitable planning, and wealth and succession planning
- Research complex tax issues and develop well-reasoned positions
- Manage workflow and priorities across multiple client engagements simultaneously, ensuring quality and deadlines are met
- Collaborate with the firm's broader team and clients' outside advisors as appropriate
- Contribute to a culture of long-term client relationships, continuity, and exceptional service
Requirements:
- 7+ years of public accounting experience with a strong emphasis on HNW individual and small business taxation
- Hands-on experience with trust and estate returns, gift tax, family tax planning, charitable planning, and/or wealth and succession planning
- CPA or EA preferred
- Bachelor's degree in Accounting required
- Master's in Taxation a plus
- Prior experience in a senior review or leadership role within a public accounting firm
- Excellent judgment, strong technical communication skills, and a genuine commitment to client outcomes
Benefits:
- Annual discretionary bonus up to 15%
- 20 days PTO
- Overtime beyond 40 hours converts to additional comp time
- 100% company-paid family health and dental insurance premiums
- 401(k) with dollar-for-dollar company match up to 6%
- Fully remote position
Similar Jobs
Tax Manager
Tax Manager owning CESOP, FATCA, CRS, DAC6, and DAC7 reporting for Rapyd's global payments and fintech platform. Building scalable compliance processes across EU and international operations.
Global Head of Tax
Global Head of Tax leading Canadian and international tax strategy for Progress Partners’ multinational SaaS and mobile product group. Owning transfer pricing, governance, compliance, and cross-border structuring.
Senior Tax Manager – Corporate Taxation, Mergers and Acquisitions
Tax Senior Manager providing federal corporate tax, compliance, planning, and M&A advisory services. Developing technical guidance and thought leadership for Cherry Bekaert’s national tax office.
Tax Staff
Tax Staff preparing individual, business, and corporate US tax returns for GR8, a partnership of leading US CPA firms. Supporting compliance research, work papers, and tax operations.
Senior SAP FI Consultant – Tax Reform
Consultor SAP FI Senior supporting CBS/IBS tax reform adaptation. Aligning SAP processes and systems with Brazil’s new tax model remotely.
Tax Specialist
Tax Specialist processing payroll and sales tax filings for Back Office, a unified restaurant accounting and payroll software solution. Resolving notices, ensuring compliance, and improving tax operations through automation.
Surplus Lines Tax & Compliance Specialist
Surplus lines compliance specialist supporting insurance clients for ReSource Pro, an insurance workflow optimization and technology services partner. Preparing tax filings, coordinating with regulators, and resolving client operational issues.
Tax Analyst, Direct Tax
Tax Analyst managing corporate tax compliance, audits, and planning for Remote, a global employment platform. Supporting entities and tax advisors across jurisdictions worldwide.
Tax Preparer
Remote tax preparer helping Polished Talent Group clients prepare and file individual income tax returns. Using tax software, reviewing documents, and building client relationships.
Tax Preparer
Remote tax preparer preparing individual income tax returns for AIC Solutions. Reviewing client documents, ensuring tax compliance, and building client relationships.
Tax Preparer
Remote tax preparer preparing individual income tax returns for M&N Tax Services. Reviewing client documents, ensuring compliance, and building client relationships.
Tax Associate / Tax Clerk
Tax Associate bei Münchener Digitalsteuerberatung mit berufsbegleitendem FOM-Studium. Erstellung von Buchhaltungen, Abschlüssen und Steuererklärungen sowie digitale Kanzleiprojekte.
Tax Manager
Remote Tax Manager delivering tax compliance and advisory services for a modern US accounting firm. Leading engagements, projections, returns, and client relationships.
Tax Director
Tax Director leading tax advisory and compliance for an accounting firm serving business owners and high-net-worth clients. Managing teams, complex returns, client relationships, and strategic growth.
Tax Manager
Remote Tax Manager delivering tax compliance, consulting, and projections for businesses, entrepreneurs, and family offices. Building client relationships and improving tax processes for a modern accounting firm.
Tax Manager
Remote Tax Manager advising entrepreneurs and real estate investors through proactive planning and complex tax strategies. Leading advisory meetings, strategic returns, and firm-wide technical growth.
Tax Preparer
Remote tax preparer preparing individual income tax returns for KW Tax & Financial Solutions. Collecting client documents, ensuring compliance, and building client relationships.
Senior Service Development Manager – Tax & Customs Anti-Fraud
Senior manager developing SGS anti-fraud, customs modernization, and revenue assurance services for governments. Driving global growth, tenders, partnerships, and commercialization across international markets.
Senior Service Development Manager – Tax & Customs Anti-Fraud
Senior Service Development Manager developing SGS anti-fraud, customs modernization and revenue assurance solutions for governments. Driving international growth, tenders and public-sector partnerships, especially in emerging markets and Africa.
Tax Supervisor
Tax Supervisor preparing returns, projections, and planning work for U.S. clients at MGO, a CPA and advisory firm. Managing engagements, researching tax issues, and guiding junior associates.