As a member of the Private Client Services practice, Tax Directors oversee the efforts of multiple client service teams on engagements for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Directors plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget. Directors conduct secondary review of, and have ultimate responsibility for, complex income tax returns including federal and multi-state filings. Directors maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. Directors are responsible for managing, developing, training, and mentoring Associates and Managers on tax projects, and assessing performance for engagement reviews.
Knowledge and Skill Requirements
Bachelor's or Master's degree required;
Accounting, Finance, Economics or related degree preferred;
Advanced credential allowing for client representation before the Internal Revenue Service required (ie CPA or JD);
At least 8 years relevant work experience with an accounting firm, including at least 4 years of Private Client experience;
Strong technical knowledge of complex tax issues;
Proven leadership and strong organizational skills;
Excellent communication skills, both written and verbal;
Exceptional interpersonal skills and a natural facilitator;
Excellent problem solving and analytical skills; and
Proficient use of technology including MS Excel.