Summary:
We are seeking a proficient and strategic Director of Tax to lead our team in delivering exceptional tax planning, compliance, and advisory services, and financial management solutions to our clients. This role requires strong technical expertise in tax matters and bookkeeping practices, outstanding leadership skills, and a client-centric approach to providing innovative tax solutions.
Essential Duties and Responsibilities :
- Lead and manage the tax services department, overseeing all aspects of client engagements and ensuring high-quality deliverables.
- Develop and implement tax strategies to optimize client tax positions while ensuring compliance with federal, state, and local tax regulations.
- Review and approve tax returns for individuals, businesses, and organizations, ensuring accuracy and adherence to filing deadlines.
- Ensure tax services employees are properly and accurately billing for time; review of non-billable, billable and utilization reports.
- Provide proactive tax planning and advisory services to clients, including strategic recommendations to minimize tax liabilities and enhance financial performance.
- Stay updated on changes in tax laws and regulations and communicate implications to clients and team members effectively.
- Manage and oversee the bookkeeping services department, ensuring timely and accurate processing of financial transactions for clients.
- Develop and implement efficient bookkeeping procedures and workflows to streamline processes and enhance productivity.
- Supervise and mentor a team of tax preparation and bookkeeping professionals, fostering a collaborative and growth-oriented work environment while providing guidance on best practices and ensuring adherence to accounting standards.
- Review and analyze financial data to produce timely and accurate financial statements, including balance sheets, income statements, and cash flow statements.
- Ensure compliance with all regulatory requirements and accounting principles.
- Stay updated on industry trends and developments in bookkeeping practices and software applications.
- Prepare and present financial reports and analysis to clients and senior management.
- Build and maintain strong client relationships through regular communication, understanding client needs, and providing responsive support.
- Manage client inquiries and resolve issues with professionalism and efficiency.
- Collaborate with senior management on business development initiatives and contribute to the growth and profitability of the practice.
- Other tasks and projects as requested and supervised by the General Manager.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education, Experience, Certificates and Licenses:
- Bachelor’s degree in Accounting, Finance, or a related field.
- Active CPA certification required.
- Extensive experience (10+ years) in tax and bookkeeping services with a focus on tax planning, compliance, and advisory for diverse clients.
- Minimum of 5 years of management or supervisory experience.
- Deep knowledge of federal, state, and local tax laws and regulations.
- Strong knowledge of accounting principles and practices, including GAAP.
Supervisory Responsibilities:
- Strong leadership and managerial skills, with the ability to inspire and develop a high-performing team.
Computer Skills:
- Proficiency in tax preparation software, bookkeeping software and financial management systems.
- Basic knowledge of word processing software and spreadsheet software.
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