Job Description

A CPA and Consulting firm is looking for a forward-thinking Tax Director who can design and execute innovative tax strategies that maximize profitability, ensure compliance, and strengthen the financial health of the firm's clients. This role reports directly to the CEO, works closely with executive leadership, and is central to shaping the firm’s tax advisory service line.

Job Description

The Tax Director will build and lead the firm's tax advisory function, ensure clients benefit from cutting-edge tax planning, compliance, and optimization strategies. The role blends technical expertise with strategic leadership, helping clients navigate evolving tax regulations while identifying opportunities to reduce liabilities, diversify funding, and maximize after-tax profitability.

As a leader in the Tax Strategy Team, you will touch every tax-related engagement in some capacity and will lead on the following core areas:

Strategic Tax Planning

• Develop and implement comprehensive tax strategies tailored to businesses, including healthcare and service-based organizations.
• Lead tax planning for mergers, acquisitions, restructurings, and new program initiatives.
• Advise executive leadership on the tax implications of strategic business decisions.

General Tax Responsibilities

• Client Engagement Leadership: Lead client kickoff meetings with the Sales Team, establish strong relationships, set expectations as you assume ownership of accounts.
• Financial Preparation & Review: Oversee preparation and review of financial statements, reports, and analyses, ensuring accuracy, timeliness, and compliance with regulatory standards. Provide executive-level consulting on results.
• Quarterly Meetings & Projections: Lead quarterly client meetings to review performance, deliver feedback, and present strategic tax projections.
• Quarterly Estimates: Direct review of YTD business and personal income for clients, ensuring accurate recalculation of estimated payments and identification of key advisory items.
• Tax Return Oversight: Supervise preparation and review of business and individual income tax returns; ensure accuracy and maximize tax efficiency.
• Tax Strategy Research: Oversee and perform research on complex or unusual tax issues, delivering actionable strategies for clients.
• Tax Notices & Representation: Lead preparation of responses to taxing agencies, resolve client issues, and act as primary liaison for escalated matters.
• Sales & Indirect Tax: Oversee preparation and submission of sales tax filings and compliance with state-specific requirements.
• Detail Review & Quality Assurance: Directly review staff-prepared tax return work, reconcile source documents with client software, and ensure audit-ready accuracy.
• Financial Statement Oversight: Support preparation of monthly/quarterly financial statements and board packages, reconciling complex accounts and reviewing workpapers.
• Tax Systems & Database Management: Ensure client records and tax databases are organized, current, and compliant.
• Tax Planning & Reduction Strategies: Design, implement, and communicate tax reduction and optimization strategies for clients.
• Ad Hoc Leadership: Perform additional strategic duties as assigned to enhance client tax outcomes and firm profitability.

Compliance & Risk Management

• Ensure client compliance with federal, state, and local tax laws and reporting requirements.
• Monitor tax legislation and proactively implement strategy updates.
• Oversee audit readiness, minimizing risk of penalties or adjustments.

Revenue Optimization

• Identify and leverage supplemental payment programs, grants, and alternative funding models.
• Evaluate the true cost of service delivery versus reimbursement to close financial gaps.
• Align organizations with the most beneficial reimbursement structures.

Leadership & Collaboration

• Partner with Finance, Legal, and Operations to align tax strategies with broader business objectives.
• Manage relationships with external tax advisors, auditors, and regulatory bodies.
• Educate clients and internal teams on evolving tax opportunities and risks.
• Supervise senior managers and below.

Qualifications

• 7+ years of progressive tax experience, ideally in healthcare, financial services, or consulting.
• Proven track record in strategic tax planning, compliance, and risk management.
• Strong knowledge of federal and state tax regulations, with exposure to international tax a plus.
• Accounting experience to be able to support accounting functions
• Experience advising executive leadership on tax-related business strategy.
• Experience managing remote teams.
• CPA license or JD strongly preferred
• CPA firm experience REQUIRED
• Expertise in QuickBooks online and desktop, UltraTax, Excel/Google Sheets
• Familiarity with CRM';s or client portals
• Experience with workflow/project tools (ClickUp, Asana, Trello, Monday)
• Excellent analytical, organizational, and communication skills.
• Bachelor’s degree in Accounting, Finance, or related field required
• Prior leadership experience in a mid-sized firm or consulting environment; Big4 experience a plus

Additional Information

Benefits:

• 4 weeks PTO
• Health, vision, and dental insurance
• Retirement account with 3% company match
• Remote work environment
• Company issued laptop
• Employee Discounts 

If you feel you have the necessary

qualifications

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