Tax Associate Director – Construction Services

About the role

The Associate Director – Construction Tax Services role focuses, leads, and manages a diverse portfolio of clients and engagements, with a primary focus on construction related businesses. This role oversees workflow, ensures compliance with regulatory requirements, and provides strategic tax advisory services tailored to the construction industry. They serve as a leader within the firm, driving internal initiatives, representing the firm to clients and prospects, and contributing to business development activities—particularly within the construction sector. Additionally, they play a crucial role in mentoring and developing team members, fostering a culture of continuous learning, and maintaining a strong focus on client relationships and engagement performance.

Responsibilities

• Lead and manage client service teams and engagements, requiring a variety of tasks, that may include:
• Managing workflow of engagements, ensuring deadlines are met, including the collection and review of client information to complete client engagement tasks.
• Reviewing prepared tax returns and workpapers, providing review comments as needed, to meet all regulatory and compliance requirements.
• Developing a deep understanding of construction operations, including job costing, WIP schedules, bonding requirements, and project-based accounting.
• Understanding clients' business and operations – providing advisory and consultative services. Connect with clients to foster relationships.
• Researching complex tax issues, including revenue recognition methods, cost capitalization (UNICAP), and industry-specific deductions and credits.
• Engaging in tax planning activities, identifying opportunities to minimize tax liabilities and optimize financial outcomes for clients.
• Consulting with clients on tax implications related to entity structuring, mergers and acquisitions, joint ventures, and multi-state construction projects.
• Interfacing with taxing authorities and assisting in gathering information for federal, state, and local tax audits, as needed.
• Resolving client issues. Signing tax returns.
• Communicate with clients throughout the year to maintain relationships and address significant issues.
• Educate clients on tax law, regulatory, and compliance changes/requirements.
• Assess overall risk and staffing needs for tax engagements.
• Maintain proper staffing of client engagements to ensure proper leveraging standards are maintained.
• Audit and assess skill sets, strengths, and abilities to match team members with client engagements.
• Monitor overall performance, including profitability, of client engagements.
• Communicate effectively, setting clear expectations for team members and clients.
• Obtain confidence and independence in making decisions and managing clients, that reduce client and firm risk.

Qualifications

• Bachelor’s degree required in accounting, finance, business, or related field.
• Minimum of ten years of experience in a tax or tax-related technical role with significant experience serving construction or real estate clients preferred.
• Extensive experience in leading teams, managing processes, and building a strong technical expertise.
• CPA licensure required.
• Familiarity with relevant software and tools used in accounting and tax practices.
• Travel may be required for client or firm needs, including occasional overnight stays.