Summary of Responsibilities:
The Tax Director is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Tax Director makes decisions on all but the most unusual tax situations.
Essential Duties:
- Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
- Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
- Delegates and manages tax research projects to achieve an accurate and efficient product.
- Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
- Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
- Assumes tax preparation responsibility for the more complex business returns.
- Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.
- Communicates to the appropriate firm personnel important tax developments affecting the firm’s clients.
- Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
- Supervises tax staff and provides on-the-job training.
- Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
- Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
- Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters.
Other Duties:
- Maintains a knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
- Participates in firm’s practice development efforts through involvement with referral sources, community and industry activities.
- Performs such other duties as may be assigned.
Education, Experience, and Skills Required:
- At least seven (7) years' experience in public accounting, demonstrating a proven progression in tax return complexity, scope, and research.
- Minimum of one (1) year experience supervising and directing work of tax preparers.
- Skills/experience in tax compliance, tax structuring and utilizing tax software.
- Bachelor’s degree in accounting, finance or business-related field required, master’s degree in taxation preferred.
- Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
- Participates in career development program to improve managerial, communication, and interpersonal skills.
- Passed all four parts of the NASBA-administered uniform certified public accountant's exam required.
- Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
- Ability to operate a computer and calculator.
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