At a Glance
- Tasks: Lead a sophisticated tax advisory practice and mentor senior tax professionals.
- Company: A growing CPA firm focused on entrepreneurial businesses and high-net-worth individuals.
- Benefits: Competitive salary, annual bonuses, great health benefits, and generous time off.
- Other info: Collaborative culture with opportunities for professional growth and development.
- Why this job: Make a real impact by guiding clients through complex tax matters and business strategies.
- Qualifications: 12+ years of tax experience, CPA or EA required, strong leadership skills.
A growing CPA firm is seeking an experienced tax leader to oversee and expand a sophisticated tax advisory practice serving entrepreneurial businesses, executives, high-net-worth individuals, and complex ownership structures. This individual will act as a strategic leader to the firm’s clients while also leading internal operations, talent development, engagement execution, and overall expanding practice growth. The position requires a strong blend of technical tax expertise, leadership/management experience, business development and advisory experience, as well as strong relationship management skills.
Responsibilities
- Lead the execution and continued development of a high-level tax advisory practice focused on privately held businesses, ownership groups, and affluent individuals.
- Provide strategic tax guidance and planning related to business operations, entity structuring, wealth preservation, and long-term financial objectives.
- Oversee complex client engagements to ensure quality, responsiveness, accuracy, and strong overall client experience.
- Partner closely with leadership on practice management initiatives including forecasting, budgeting, engagement economics, and operational performance.
- Monitor utilization, profitability, and workflow efficiency while identifying opportunities for process improvements and scalability.
- Mentor, develop, and manage senior-level tax professionals while fostering a collaborative and growth-oriented team culture.
- Support business development efforts through relationship management, client expansion opportunities, and strategic advisory discussions.
- Utilize technology and workflow tools to improve efficiency, reporting capabilities, and client service delivery.
- Maintain compliance with internal quality standards, regulatory requirements, and risk management procedures.
- Advise clients on complex tax matters involving pass-through entities, trusts, multi-entity organizations, and transactional activity.
Qualifications
- Bachelor’s Degree in Accounting, Finance, or related field required.
- CPA or EA required.
- 12+ years of progressive tax experience within public accounting, advisory, or consulting environments.
- Direct experience with corporate tax return review, including 1120 filings, is required.
- Strong experience working with closely held businesses, high-net-worth individuals, partnerships, trusts, and pass-through entities.
- Demonstrated leadership experience managing teams, mentoring professionals, and overseeing complex client relationships.
Compensation
A competitive compensation package will be available for this position including a base salary, annual bonus upwards of 20-30%, as well as a GREAT medical, dental, vision, wellness, a GREAT 401K, vacation and sick time, paid holidays, floating holidays, etc.
Working Situation
This is in the office 4 days a week Monday through Thursday with Fridays being work from home.
Director of Tax employer: Liberty Personnel Services, Inc.
As a leading CPA firm, we pride ourselves on fostering a dynamic and collaborative work culture that prioritises employee growth and development. Our commitment to providing competitive compensation packages, including generous bonuses and comprehensive benefits, ensures that our team members feel valued and supported. Located in a vibrant area, we offer a unique opportunity for tax professionals to lead a sophisticated advisory practice while enjoying a balanced work-life environment with flexible working arrangements.
Contact Detail:
Liberty Personnel Services, Inc. Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Director of Tax
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to former colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to meet potential employers, make sure to highlight your unique skills and experiences. Share specific examples of how you've led tax advisory practices or improved client relationships. This is your time to shine and show them why you're the perfect fit!
✨Prepare for Interviews
Do your homework before interviews! Research the firm’s clients and recent projects, and think about how your experience aligns with their needs. Prepare thoughtful questions to ask them too; it shows you're genuinely interested and engaged.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only streamlines the process but also gives you a better chance of being noticed. We’re always on the lookout for talented individuals like you!
We think you need these skills to ace Director of Tax
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Director of Tax role. Highlight your leadership experience, technical tax expertise, and any relevant business development achievements to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about tax advisory and how your background aligns with our firm's goals. Be sure to mention your experience with high-net-worth individuals and complex ownership structures.
Showcase Your Leadership Skills:We’re looking for someone who can lead and mentor a team. In your application, share examples of how you've developed talent and fostered a collaborative culture in previous roles. This will help us see you as a strategic leader!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Liberty Personnel Services, Inc.
✨Know Your Tax Stuff
Make sure you brush up on your technical tax knowledge, especially around corporate tax returns and complex ownership structures. Be ready to discuss specific scenarios where you've provided strategic tax guidance or solved tricky tax issues.
✨Showcase Your Leadership Skills
Prepare examples that highlight your leadership experience. Think about times when you've mentored team members or led a project to success. This role is all about managing teams and client relationships, so demonstrate how you've excelled in these areas.
✨Understand the Firm's Culture
Research the CPA firm’s values and culture. Be prepared to discuss how your personal values align with theirs and how you can contribute to a collaborative and growth-oriented team environment. This will show that you're not just a fit for the role, but for the company as well.
✨Prepare for Business Development Questions
Since this role involves expanding client relationships, think of ways you've successfully developed business in the past. Be ready to share strategies you've used to identify client expansion opportunities and how you've built strong relationships with clients.
