Overview
We (Torre) are helping Tonneson + Co find a top candidate to join their team full-time for the role of Director of Tax.
If you’re interested, please send your resume to barbara@torre.ai with the subject: Director of Tax at Tonneson + Co.
Compensation:
USD125K – 150K/month.
Location:
Hybrid (401 Edgewater Place suite 300, Wakefield, MA, USA).
Mission of Tonneson + Co:
“Since 1975, our core values have guided our actions, and our fundamental beliefs have defined our decision-making. We are invested in our people—and our people are how we have become an industry leader.
At Tonneson + Co, our company culture is defined by:
• Diversity, Equity + Inclusion.
• Work + Life Balance.
• Professional Development.
• Women’s Leadership.
• Social Responsibility.
• Education + Training.
Our culture means living our values, learning new things, and having fun. This includes building relationships, establishing personal connections with clients and partners, and nurturing our commitment to ongoing excellence.”
What makes you a strong candidate:
• You have 8+ years of experience in tax accounting.
• You are expert in leadership, tax planning, and customer care.
• You are proficient in CCH Axcess.
• English – Native or fully fluent.
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.
Job benefits:
• Inclusive environment where everyone belongs.
• Flex time and work-from-home opportunities.
• Paid time off to study for the CPA exam.
• Tuition reimbursement for advanced degrees.
• Fun outings and team-building activities.
