Director of Tax Services - 1-800Accountant

We are seeking a highly skilled and experienced Director of Tax Services to lead our Tax Services Department. In this role you will support, plan and monitor the execution of Tax Preparation services provided to our clients. The ideal candidate will have a strong background in Tax and Accounting principles and Financial Management, along with demonstrated leadership abilities managing Tax and Accounting professionals and a commitment to delivering exceptional client service.

What makes us different:

1-800Accountant is not your typical Tax Accounting firm. We pride ourselves on creating a work environment that fosters the best work/life balance in the industry. At 1-800Accountant, we believe in growth from within, offering fantastic internal promotion opportunities. We are a tech-driven firm that values innovation and encourages new ideas.

Location:

Hybrid to Tampa or NY office

Remote to AL, AK, AZ, CT, FL, GA, HI, IN, IA, MD, MN, MO, NJ, NC, NY, OR, PA, TN, TX, UT, WA

Key Responsibilities:

• Deliver exceptional client experiences by leading day-to-day operations of the Tax Department, ensuring that all tax and accounting work is completed and processed in a timely, efficient and accurate manner

• Manage a team of 8 Managers who oversee Tax Preparation professionals both in person and virtually; leading team meetings, build presentations as necessary and establish/maintain process manuals/documentation

• Ensure that all client cases and escalations are resolved; driving client satisfaction, preventing client attrition and promote subscription renewals

• Ensure Tax and Accounting workflows and scheduling for all services are effectively and efficiently carried out for tax preparation, non-profit applications, audit defense/notice resolutions, sales tax, estimated taxes.

• Foster a team culture that is positive, rewarding and engaging; work with the management team with coaching, mentoring and providing staff professional development/training

• Work with the VP of Tax & Accounting Services with devising strategies to support the growth of the company, identify and implement process improvements that will deliver client satisfaction, improve quality and optimize business operations.

• Establish clear lines of communication and coordination with the offshore tax team across all geographies to ensure alignment on tax compliance and planning activities

• Manage onboarding processes to ensure tools, training and resources effectively prepare new Tax Accountants to deliver excellent tax services

• Work with the Data Analytics team to define critical to quality metrics, create PowerBI reports, monitor and analyze important metrics for the day-to-day performance of operations

• Work with the Retention and/or Billing team closely to address and resolve tax compliance-related complaints

• Build strong cross-functional working relationships

• Manage industry and vendor relationships, including consulting and technology companies

• Provide feedback through regular submission of operational status reports during weekly meetings with the VP of Tax & Accounting Services

• Participate in business development activities

• Maintain knowledge of new tax changes and general business trends that affect our clients and our business requirements

• Evaluate processes and controls to optimize organization's success priorities

What You'll Bring:

• Bachelor’s Degree in accounting, finance, business administration, or a related field is required.

• Minimum of 8 years of experience in tax and accounting, with 4 years in a managerial or leadership role.

• Demonstrated experience in leading teams, managing projects, and mentoring staff members.

• Possess a strategic mindset, capable of setting and executing the department's goals and objectives. Demonstrated experience in process improvement and optimization a plus

• Proficiency in tax law, accounting principles, financial analysis, and regulatory compliance is necessary (CPA or EA).

• Familiarity with tax software (Lacerte preferred), and accounting software (such as QuickBooks, SAP, or Oracle)

• Excellent verbal and written communication skills for effectively communicating complex tax and accounting concepts to clients, team members, and other stakeholders.

• Strong analytical skills and data driven

• Experience working with a high volume of clients strongly preferred

Nice to Have

• Experience managing the effectiveness of Offshore Resources

• Small business tax experience

Benefits:

• Medical, Dental, Vision, FSA, Dependent Care

• 401K with employer match

• Work with the country’s largest virtual accounting firm

• Work with cutting-edge technology

• Join an engaging community of like-minded individuals

Who We Are:

At 1-800Accountant, we believe in using business as a force for good. We are defining a new accounting services model to help business owners navigate the new economy. We combine technology with a dedicated accountant to serve the needs of start-ups, entrepreneurs, and small businesses by providing extraordinary service at an affordable price. Our team helps business owners focus on their passion for their business while helping them with their finances, creating a collaborative effort to help their business thrive.

Diversity

1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.

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