Tax Director

Description:

The Tax Director Private Client Services plays a vital role in providing specialized tax services to high net worth individuals. The successful candidate will be a CPA with expertise in Private Client Services, ASC, Tax Provisions, Tax Research, and Public Accounting. This role requires an individual with excellent attention to detail and an ability to work independently and in teams. Responsibilities will include providing quality tax services and advice to clients, preparing and reviewing tax returns, tax research, and staying up-to-date on the latest tax laws and regulations.

Position Overview
 

• Manage all aspects of private client tax services, including preparation and review of tax returns for individuals, trusts, and estates.
• Understand and research complex tax-related issues.
• Build and maintain relationships with clients to ensure a high level of service.
• Develop client tax strategies.
• Identify and resolve tax issues.
• Ensure compliance with federal, state, and local regulations.
• Keep abreast of the latest tax laws and regulations.
• Perform client tax projections and cash flow analysis.
• Monitor and review tax returns for accuracy.
• Provide tax advice to clients.
   

Qualifications
 

• CPA with 7+ years of experience in the private client services field.
• Strong knowledge of ASC, Tax Provisions, Tax Research, and Public Accounting.
• Excellent organizational, communication, and interpersonal skills.
• Demonstrated ability to work both independently and on teams.
• Strong attention to detail and problem solving skills.