Tax Director

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Performs all tasks related to client service and ensures assignments are accomplished within budgeted time.
• Assumes full responsibility for larger tax returns and delegates to various tax preparers as deemed necessary.
• Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
• Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to appropriate firm personnel important tax developments affecting the firm's clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
• Ensures accurate and timely billing and collection processes.
• Possesses complete knowledge of the firm's philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Participates in firm practice development efforts through involvement with referral sources, community, and industry activities.
• Responsible for the development, coaching, and training of senior, semi-seniors, and staff accountants.
• Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
• Participates in reviews and evaluations of the tax department.
• Occasional travel for work at clients’ offices, meetings, and seminars.
• Occasional overtime work required throughout the year. Heavy overtime may be required from January 1 to April 15, potentially exceeding 55 hours per week.

Qualifications

• Seven to ten years of experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• At least two (2) years of experience representing clients before taxing authorities.
• Minimum one (1) year of experience supervising and directing the work of tax preparers.
• Bachelor’s degree in accounting required; Master’s degree in taxation preferred.
• Minimum of forty hours of continuing education required each year to maintain and develop technical and business skills.
• A current and valid certified public accountant’s license is required.
• Must be a member in good standing with the American Institute of CPAs.