Tax Director - Trust & Estate (51806)

Responsibilities

• Review of tax returns, tax workpapers and tax projections.
• Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus).
• Provide effective consulting, planning and compliance for your clients.
• Perform tax research to resolve issues.
• Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues.
• Work to expand client base and supports business development activities.
• Participate in industry or service line-related organizations.
• Maintain strong relationships with a highly proactive approach to serving clients.
• Coaches, mentors, and trains staff.
• Maintain knowledge of new tax issues and general business trends that affect the client.

Qualifications

• Bachelor’s degree in Accounting required, Master’s in Taxation is preferred, CPA preferred
• 10+ years of progressive public accounting experience
• Excellent written and verbal communication skills
• Capable of managing multiple client engagements
• A track record of building and sustaining client relationships and high-quality client service
• Outstanding analytical, organizational and project management skills
• Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office