Senior Tax Director / Tax Manager - Software Placement Group

Senior Tax Director / Tax Manager

We are seeking a seasoned Tax Director and Tax Managers to join our well-established and highly profitable regional CPA firm. This pivotal role offers a balanced work-life dynamic, exceptional benefits, significant bonus opportunities, and rapid career advancement prospects. You will oversee diverse and sophisticated tax issues across various industry groups, providing expertise and leadership in complex tax situations and regulatory requirements. This role is instrumental in shaping the tax strategies and financial practices for both SEC and closely-held clients, making it an ideal opportunity for those seeking professional growth and influence in their career.

Salary: DOE per year

Essential Duties and Responsibilities:

• Lead technical tax review and approval processes for all tax returns and governmental tax examinations of any complexity.
• Serve as a subject matter expert in specific tax disciplines or industries, providing guidance and insights.
• Manage client services, ensuring assignments are completed within time and budget constraints.
• Take on full responsibility for large tax returns, delegating tasks to appropriate tax preparers as needed.
• Actively participate in client meetings and tax planning initiatives to support the Audit and Assurance Department with major clients.
• Provide resources for tax preparers/specialists and A&A staff, offering solutions to specific tax issues or questions.
• Handle client service for direct clients or those delegated from partners.
• Communicate important tax and legal developments that could affect clients to the appropriate personnel within the firm.
• Oversee and manage governmental tax examinations, potentially representing clients before tax authorities.
• Monitor and utilize the qualifications of all tax staff members, assigning tasks based on appropriateness.
• Facilitate the development of staff by recruiting, performing evaluations, developing training aids, and providing instruction in professional development programs.
• Ensure timely and accurate billing and collection processes.
• Maintain a thorough understanding of the firm’s philosophy and stances on tax matters.
• Stay informed on general economic and political trends that could impact tax legislation and the business climate.
• Engage in firm practice development activities by networking with referral sources and participating in community and industry events.
• Focus on the professional growth of senior, semi-senior, and staff accountants through development, coaching, and training.
• Review and evaluate the performance and processes of the tax department.
• Occasionally travel for client meetings, work, and seminars.
• Work additional hours as needed, especially during peak tax season from January 1 to April 15, which may exceed 55 hours per week.

Minimum Position Qualifications:

• Seven to ten years of experience in public accounting, demonstrating progression in tax complexity and scope.
• At least two years of experience representing clients before taxing authorities.
• One year of experience supervising and directing the work of tax preparers.
• Bachelor’s degree in accounting is required.
• A current and valid certified public accountant’s license is mandatory.
• Membership in good standing with the American Institute of CPAs.

Preferred Qualifications:

• Master’s degree in taxation.
• Extensive knowledge and experience with both SEC and closely-held clients.
• Proven ability to manage and lead a team through busy tax seasons.
• Strong interpersonal and communication skills, capable of representing the firm in professional and regulatory environments.

Skills:

• Expertise in various tax preparation software and tools.
• Strong analytic and problem-solving skills.
• Exceptional organizational and time-management skills.
• Ability to work under pressure and meet tight deadlines.
• Strong leadership and personnel management skills.

Benefits:

• Highly competitive salary structure with substantial bonus potential.
• Comprehensive benefits package.
• Generous 5% employer contribution to your 401K program.
• Opportunity for rapid career progression.
• Support for continuous professional education and development.