Tax Director (Kennesaw, GA)

Key Responsibilities

• Lead and grow the firm's tax practice, ensuring alignment with organizational goals and the firm's integrated advisory model.
• Develop and execute strategic initiatives that enhance service delivery, client experience, operational efficiency, and profitability.
• Champion innovation through the adoption of technology, automation, and best practices to improve workflows and client outcomes.
• Collaborate with leaders across accounting, assurance, outsourced accounting, insurance, and advisory services to deliver comprehensive client solutions.
• Monitor departmental performance metrics, utilization, budgets, and realization goals.
• Review and oversee complex tax returns for corporations, partnerships, S corporations, individuals, estates, and trusts.
• Serve as a strategic advisor to clients, providing proactive tax planning, consulting, and business advisory services.
• Identify opportunities to help clients improve tax efficiency, mitigate risk, and achieve long-term business objectives.
• Stay current on federal, state, and local tax developments and communicate relevant changes to clients and internal teams.
• Resolve complex technical issues and provide guidance on sophisticated tax matters, transactions, and planning strategies.
• Partner with professionals across service lines to deliver holistic solutions that address clients' tax, financial, operational, risk management, and growth objectives.
• Identify opportunities to expand client relationships through additional service offerings and strategic advisory engagements.
• Participate in key client meetings, strategic planning discussions, and business development initiatives.
• Develop and maintain strong relationships with existing and prospective clients, referral sources, and community organizations.
• Participate in networking events, professional associations, and industry groups to increase the firm's visibility and market presence.
• Support proposal development, presentations, and client onboarding activities.
• Contribute to the firm's growth by identifying new service opportunities and expanding existing client engagements.
• Mentor, coach, and develop tax managers, seniors, and staff, fostering a culture of collaboration, accountability, and continuous learning.
• Oversee staffing, workflow management, performance evaluations, and career development planning.
• Lead technical training programs, internal knowledge-sharing initiatives, and continuing professional education (CPE) opportunities.
• Support recruiting, onboarding, and retention efforts to build a high-performing tax team.
• Ensure compliance with firm policies, professional standards, and regulatory requirements.
• Maintain high-quality work product through effective review processes and quality control procedures.
• Manage engagement risks, client concerns, and complex tax matters while promoting sound professional judgment.
• Assist with firmwide risk management initiatives and tax practice governance.

Qualifications

• Bachelor's degree in Accounting required.
• Master's degree in Taxation, Accounting, or a related field preferred.
• Active CPA license required.
• 10+ years of progressive public accounting experience, including significant experience in tax compliance, planning, and advisory services.
• Minimum of 3-5 years of leadership experience managing teams, client relationships, and engagements.
• Demonstrated experience serving privately held businesses, business owners, and high-net-worth individuals.
• Strong technical knowledge of federal, state, and local tax regulations.

Skills & Attributes

• Strategic leadership mindset with a passion for client service and team development.
• Strong business acumen and consultative advisory skills.
• Excellent communication, presentation, and relationship-building abilities.
• Proven ability to manage multiple priorities and drive results in a fast-paced environment.
• Strong organizational, project management, and problem-solving skills.
• Commitment to continuous improvement, innovation, and leveraging technology to enhance efficiency.
• Proficiency with tax preparation and research software; experience with CCH Axcess and related technologies preferred.
• Ability to collaborate effectively across service lines and office locations.

Benefits

• Competitive compensation commensurate with experience.
• Annual performance and growth opportunities.
• 401(k) Plan with employer contributions of up to 4% of salary.
• Medical Insurance.
• Dental Insurance.
• Flexible work arrangements.
• Generous paid time off and firm holidays.
• Flexible Spending Accounts (FSA).
• Employee Life Insurance.
• Supplemental Life Insurance for Employees and Dependents.
• Long-Term Disability Insurance.
• Short-Term Disability Insurance.
• Paid Parental Leave.
• Childcare Assistance.