Tax Director - Zephyr Connects

Do you envision yourself working for someone who truly cares about you and genuinely wants you to succeed? Are you an experienced Tax Director looking for a special opportunity to contribute your expertise to a company that prioritizes work/life balance? Would you excel in a dynamic yet comfortable setting where each day brings new opportunities for growth?

If you answered YES, please read on for more about an exceptional career opportunity with Paragon Advisors, Inc.

Intro for Company

Founded in 1996, Paragon Advisors, Inc. is a tax and financial planning firm with over 25 dedicated employees. Our firm specializes in providing comprehensive and confidential management of family wealth. At Paragon, we value work/life balance and create an environment where our employees can thrive, both personally and professionally. We take pride in our team-driven culture and are now seeking a Tax Director to be a vital member of our team.

We encourage you to visit our website to learn more! www.paragonadvisors.net

Here is What our Team Has to Say:

“I love working with our clients and I love the people I work with! Everyone is different and at different stages of life, but we’re a team. We talk about weekends; you don’t get that at larger companies.” 

Summary of Responsibilities

As Tax Director, your principal duty is to oversee and manage all aspects of tax-related functions within the company, ensuring the accurate and timely handling of all tax matters. The Tax Director will be adept at managing, directing, mentoring, and training staff in tax-related matters, fostering teamwork, and cultivating robust client relationships. The Tax Director must also display confidence in interacting with high-net-worth clients and have a polished and professional demeanor. Our ideal candidate will be a continuous learner who is always up to date on the latest developments in tax law, and an upbeat, positive, and supportive team player with a willingness to go the extra mile for our clients.

Essential Functions

• Review complex individual, partnership, trust, S-corporation, foundation and gift tax returns and income tax projections.
  
• Oversee the entire tax return process for a client service team responsible for 15+ client relationships.
  
• Work with client service team to communicate with clients about tax returns and planning issues.
  
• Conduct tax research.
• Proactively identify and assess techniques to minimize clients’ tax liabilities.
  
• Prepare and review correspondence to IRS, state, and local tax authorities.
  
• Supervise professional development and performance of Associates.
  
• Conduct training on tax issues, preparation of returns, and firm procedures.
  

Education, Experience, and Skills Required

• Bachelor's degree in accounting required.
  
• Masters in Tax preferred but not required.
  
• Certified Public Accountant license required.
  
• 5+ years of experience preparing and reviewing tax returns for individuals, partnerships, trusts, S-corporations, and foundations in public accounting or family office setting.
  
• 1-2 years management experience preferred but not required.
  
• The ability to teach/train others in your field.
  
• Full Time Mon-Fri. After 90 days and successful on-boarding you will be considered for a work from home hybrid role. 2 days a week from home, 3 days in the office.
  
• Ability to work extended hours during busy seasons (Mar-Apr and Sep-Oct).
  

Compensation

• $100K-$150K ($100k-$120k base pay) 
  
• Bonus Pay
  
• Team retreats
  
• Health, vision, and dental insurance.
  
• 401k with employer contribution.
  
• Paid Holidays.
  
• Paid Vacation/Sick Time.
  
• Maternity/Paternity leave.
  
• Free Parking.
  

How to Apply

• Submit an updated resume
  

We have a formal recruiting process and have a relationship with Zephyr Connects, whom we use for the screening and hiring process. If you are selected for the next step, you will get instructions from Cathy within 3 days of your submission. Everyone will be contacted.

Paragon Advisors, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Paragon Advisors, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Tax Manager, Tax Compliance Manager, Head of Taxation, Tax Operations Manager, Taxation Director and Tax Planning Director

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