Tax Director

Key Responsibilities

• Serve as the primary relationship manager and trusted advisor for a portfolio of business and individual tax clients.
• Build and maintain long-term client relationships by providing proactive communication, strategic tax planning, and practical business advice.
• Meet regularly with clients to understand their goals, identify opportunities, and provide value beyond tax compliance.
• Deliver a high-touch client experience while serving as the firm's lead point of contact for assigned relationships.
• Identify opportunities to expand services and collaborate across the firm to meet evolving client needs.
• Participate in networking, referral development, and business development activities that contribute to firm growth.

Tax Leadership

• Provide technical oversight and review of complex federal, state, and local tax returns for individuals, partnerships, corporations, S corporations, trusts, and nonprofit organizations.
• Ensure technical accuracy and compliance with applicable tax laws and regulations.
• Research complex tax issues and develop practical, client-focused recommendations.
• Stay current on changes in tax legislation and industry developments to proactively advise clients.

Team Leadership & Development

• Lead, mentor, coach, and develop managers, seniors, staff accountants, and interns.
• Delegate work effectively while providing guidance, technical support, and professional development.
• Review work product and provide timely, constructive feedback.
• Afford assistance with recruiting, onboarding, training, succession planning, and performance evaluations.
• Foster a collaborative, accountable, and high-performing team culture.

Engagement & Practice Management

• Oversee multiple client engagements while ensuring deadlines, budgets, and quality standards are consistently achieved.
• Collaborate with Partners, Directors, Managers, and staff to effectively manage workflow and staffing.
• Communicate project status, priorities, and resource needs across teams.
• Drive continuous improvement in engagement management, processes, and client service delivery.

Firm Leadership

• Participate in strategic planning and firm leadership initiatives.
• Help shape the future growth of the tax practice through innovation, process improvement, and talent development.
• Represent the firm within the business community and professional organizations.
• Champion the firm's culture of collaboration, responsiveness, and client service excellence.

Qualifications

• Required: Bachelor's degree in Accounting, Finance, or a related field. Minimum of 10 years of progressive tax experience in public accounting. Minimum of 5 years of leadership experience managing tax professionals. Extensive experience serving as the primary advisor and relationship manager for business clients. Strong technical expertise reviewing complex tax returns across multiple entity types. Demonstrated success managing multiple client engagements and competing priorities. Excellent written, verbal, and interpersonal communication skills. Strong leadership, organizational, and problem-solving abilities. Proven ability to build trusted client relationships and deliver exceptional client service.
• Preferred: Master's degree in Taxation, Accounting, or a related discipline. Experience providing strategic tax planning and consulting services. Experience with tax preparation and workflow management software. Demonstrated success in business development, client retention, or practice growth.