Tax Director

Terrific opportunity to take over a substantial book of business from a retiring partner for this well-established, high-quality CPA firm. You should be a successful tax professional with an extensive estate, gift & trust taxation expertise as well as dealing with high net worth individual tax work. This role offers an exceptional growth opportunity to lead a key department within a vibrant regional CPA firm conveniently located in the suburbs. The firm prides itself on its long tradition of maintaining a uniquely collaborative culture among a team of technically strong, business savvy, and service oriented professionals.

Responsibilities

• Provide individual tax compliance and advisory services for our high net worth business clients

• Work as part of a multi-disciplinary team to provide industry knowledge and experience to our clients and their owners

• Build and manage relationships with our clients

• Build and manage teams of tax professionals focused on delivering tax services to our high net worth business clients

• Participate in and contribute to market and business activities external to the firm

• Assist teams focused on partnership and corporate tax compliance in slower periods

Qualifications

• A minimum of seven years of individual tax experience in an accounting firm, corporation, and/or law firm

• Bachelor's degree, J.D. or CPA

• Experience with individual income taxation and estate and gift taxation for high net worth taxpayers

• Excellent advisory and compliance skills

• Excellent verbal and written communications skills and the ability to articulate complex information

• Ability to handle multiple engagements and client service teams