Director of Tax and Accounting
Client Relationships & Tax Delivery
Own client relationships on complex tax matters, including planning, compliance, and consulting, and be the person clients call when something is urgent or complicated.
Play a key leadership role in the integration of new books of business, aligning tax operations, client service models, teams, and best practices to ensure a seamless transition.
Lead the preparation and review of complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.
Deliver tax planning that goes beyond compliance; identify savings, restructure positions, and advise clients on the impact of legislative changes.
Stay current on legislative changes and preemptively translate them into specific, actionable guidance.
Ensure every return that leaves the practice meets the standard you'd put your own name on.
Provide senior-level oversight across accounting and advisory engagements for small-business clients, ensuring the same standards of accuracy, judgment, and client service exist across the broader practice.
Team Leadership
Lead, mentor, and develop managers and team members. Set expectations, give direct feedback, and hold people accountable.
Lead performance evaluations that are specific and useful. Know where the team is strong and where it isn't, and build the training needed to close those gaps.
Manage capacity, priorities, and operating cadence across the practice, particularly during periods of peak client demand.
Serve as a senior escalation point for managers when client, technical, or delivery issues require additional expertise.
Practice Development & Quality
Help shape the direction of the practice while identifying opportunities to expand services with existing clients where the value is real.
Monitor and manage tax risk for the practice and for clients. Positions taken should be defensible.
When the same issue keeps showing up across returns or clients, fix the entire process.
Partner with technology, product, and the Head of Tax to translate tax delivery problems into practical platform improvements. You don't need to write code; you need to articulate what's broken and what fixed looks like.