Overview

We’re helping one of our clients, Tonneson + Co, hire a Director of Tax.
“Independently owned. Employee driven. Client focused.”

Compensation: To be agreed upon.

Location: Hybrid (401 Edgewater Place suite 300, Wakefield, MA, USA).

Skills: 8+ years of experience in tax accounting.

Responsibilities and more:
As the Director of Tax, you will be critical in overseeing and managing all tax-related functions within our CPA firm. You’ll lead a team of tax professionals, collaborate with clients, and ensure compliance with tax laws and regulations. This position requires a deep understanding of tax planning, strategy, and client service.

Responsibilities:

1. Strategic Tax Planning:
– Develop and implement tax strategies to optimize clients’ financial positions.
– Stay informed about changes in tax laws, regulations, and industry trends.
Provide guidance on tax-efficient structures for business transactions.

2. Client Management:
– Build and maintain strong relationships with clients.
– Understand their unique tax needs and tailor solutions accordingly.
– Address client inquiries and concerns promptly and professionally.

3. Team Leadership:
– Manage a team of tax professionals, including tax managers, senior associates, and staff.
– Provide mentorship, training, and performance feedback. Foster a collaborative and supportive work environment.

4. Tax Compliance:
– Oversee the preparation and review of tax returns (individual, corporate, partnership, etc.).
– Ensure timely filing and accuracy of all tax-related documents. Monitor compliance with federal, state, and local tax requirements.

5. Risk Management:
– Identify and mitigate tax-related risks for clients and the firm.
– Implement internal controls to maintain data integrity and minimize errors.
– Address any potential audit issues proactively.

6. Business Development:
– Participate in business development activities, including client pitches and proposals.
– Identify opportunities to expand the firm’s tax services. Collaborate with other practice areas to cross-sell services.

7. Thought Leadership:
– Stay abreast of industry trends and contribute to thought leadership within the firm.
– Publish articles, give presentations, and participate in relevant conferences.

Qualifications:
– Education: Bachelor’s degree in Accounting, Finance, or related field (Master’s or CPA preferred).
– Experience: Minimum of 10 years in tax consulting or related roles, with at least 3 years in a leadership position.
– Proficiency in tax software (e.g., ProSystem fx, CCH Axcess, or similar).
– Strong knowledge of federal and state tax laws.
– Excellent analytical and problem-solving abilities.
– Exceptional communication and interpersonal skills. Ability to manage multiple priorities and meet deadlines. Leadership, team-building, and mentoring capabilities.