Tax Director - Private Client Services

What Work You Will Be Responsible For

• Review of tax projections, tax workpapers and tax returns. Specifically, Federal and State Individual and Fiduciary tax returns.
• Oversee and manage the tax return process including identification and resolution of tax issues.
• Experience with corporation and partnership accounting and tax concepts.
• Mentor, train and manage staff accountants to meet deadlines and prioritize workload.
• Identify potential opportunities for new and/or expanded client services.
• Able to lead and manage engagements, including budgeting, billing and engagement economics.
• Highly proactive approach to serving clients.

Basic Qualifications

• Bachelor’s degree in Accounting or equivalent field is required.
• Public accounting experience.
• 10+ years work experience in tax compliance, specialization in individual, fiduciary, estate and gift taxation.

Preferred/Desired Qualifications

• Master’s degree in tax or equivalent field preferred.

About Our Tax Team

We are the largest service line within the firm, providing trusted and innovative tax solutions to our clients. Employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. Our culture is based on collaboration, innovation, and transparency. We empower our tax employees to challenge the status quo and bring new ideas to the table.