Senior Tax Operations Director

Description

Are you a seasoned tax professional with a passion for excellence? Join our team and engage in a variety of tax and compilation/review engagements, contributing to our mission of providing exceptional service to clients across the region. We offer remote work and flexible scheduling options to support a healthy work-life balance.

Key Responsibilities

• Lead Tax Processes: Oversee tax-related processes and procedures, managing a team to ensure smooth operations.
• Prepare and Review Returns: Handle the preparation of personal, corporate, estate, and trust tax returns, including complex cases. Review and approve all returns, except those requiring specialized expertise.
• Manage Tax Accruals: Review tax accruals and related working papers to ensure accuracy.
• Client Engagement: Serve as the director-in-charge for various clients, billing, and discussing fees as needed. Act as a key client contact for several engagements.
• Complex Tax Planning: Perform complex tax planning, including BNA projections, and analyze and respond to IRS notices.
• Client Representation: Represent clients before the IRS and communicate significant tax developments to the firm.
• Tax Research: Conduct complex tax research and review research projects prepared by others.
• Team Collaboration: Assist accounting and auditing staff in client meetings, supervise and manage tax staff, and participate in departmental administrative projects.
• Professional Development: Work with directors to set standards for tax staff and provide guidance and evaluation. Act as a resource and mentor for tax staff.
• Client Service: Ensure high-quality work and attentive service, fostering strong client relationships and quick turnaround.
  
  

Additional Responsibilities

• Time Management: Demonstrate strong organizational and time management skills.
• Industry Expertise: Stay updated with industry trends and developments.
• Recruitment and Training: Assist with the recruitment and training of tax department personnel.
• Networking: Build a network of business contacts, engage with prospective clients, and cultivate referrals.
• Community Involvement: Contribute to community organizations and participate in volunteer opportunities.
• Other Duties: Perform other related duties as assigned.
  
  

Qualifications

• Bachelor's degree in accounting or a related field.
• Advanced degree (such as a law degree or a master's in taxation) is highly desirable.
• CPA certification.
• Minimum of six years of recent public accounting, tax, and review experience (experience with trusts is a plus).
• At least two years of management experience, with a proven ability to lead and develop staff.
• Proficiency in tax software programs (e.g., Document, Engagement, CCH Suite - Axcess Tax, QuickBooks).
• Strong ability to manage multiple client engagements and prioritize tasks effectively.
  
  

Why Join Us?

We are committed to hiring talented and enthusiastic professionals who are eager to grow and succeed. Our mentorship program is designed to help you advance in your career, offering opportunities for both professional success and work-life balance. Enjoy a supportive, flexible work environment with a competitive salary, comprehensive benefits, and a team-oriented culture.

Employment Type: Full-Time