Tax Director

Tax Director

REMOTE (Must be located in Eastern/Central states)

• CPA certification is required
• 7 to 10 years of experience in non-profit

Job Description:

The company is looking for a Tax Director to oversee the firm’s tax policies and objectives; monitor reporting and planning to ensure compliance with applicable tax statutes; ensure accuracy of tax returns and work to minimize the organization’s tax obligations; create functional strategies and specific objectives; and develop budgets, policies, and procedures to support the infrastructure.

Essential Job Functions:

• Provide tax planning and compliance services for high-net-worth individuals, estates, and trusts
• Conduct multi-state tax filings
• Perform tax accruals
• Manage a portfolio of clients
• Serve as a trusted advisor, offering clients industry expertise and knowledge
• Work closely with engagement teams to continually add value to clients
• Train and mentor tax associates

Qualifications:

• Excellent interpersonal, communication, and client relationship management skills
• Strong research and analytical skills
• Prior experience with ProSystem fx Tax, BNA products, and CCH Intelliconnect is desired, not required.