Tax Director (CPA) - Gpac

TAX DIRECTOR CPA 

*To apply, you MUST send email directly to search consultant by following instructions below. Do not apply through company website.

The wealth and trust team at gpac, a recruiting company with 30+ years in the industry is pleased to partner with a boutique wealth and trust management firm that is seeking an experienced CPA/Tax Director with a background in delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues. 

Responsibilities  

As a Tax Director in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client  

Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits  

Required Qualifications 

• 5+ years of public accounting experience (at least 3 years in investment management)  

• One of the following accreditations obtained:  

• Licensed CPA in state of practice/primary office if eligible to sit for the CPA  

• If not CPA eligible:  

• Licensed attorney  
• Enrolled Agent  
• Chartered Financial Advisor (CFA)  
• Certified Financial Planner (CFP)  
• Bachelor's degree in accounting, finance, or another business-related field  
• Experience reviewing partnership and/or trust documents  
• Experience managing projects including scheduling, budgeting, client correspondence, and billing
• Strong communication, interpersonal, and organizational skills  
• Excellent research and writing skills  

Preferred Qualifications 

• Advanced degree such as MST, MAcc, JD, or LLM 

• Prior Big 4 or large CPA firm experience  

• Knowledge of fund accounting and general ledger accounting 

Benefits  

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs  

*For consideration, please email your resume and give Bethany a call at bethany.delahunt@gogpac.com and 203-548-9232.   

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.