• 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.
• 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.
• Lead tax planning for mergers, acquisitions, restructurings, and new program initiatives.
• Advise executive leadership on the tax implications of strategic business decisions.
• Lead client kickoff meetings with the Sales Team, establish strong relationships, set expectations as you assume ownership of accounts.
• Oversee preparation and review of financial statements, reports, and analyses, ensuring accuracy, timeliness, and compliance with regulatory standards.
• Lead quarterly client meetings to review performance, deliver feedback, and present strategic tax projections.
• Supervise preparation and review of business and individual income tax returns; ensure accuracy and maximize tax efficiency.
• Oversee and perform research on complex or unusual tax issues, delivering actionable strategies for clients.
• Ensure client compliance with federal, state, and local tax laws and reporting requirements.
• Identify and leverage supplemental payment programs, grants, and alternative funding models.
• Partner with Finance, Legal, and Operations to align tax strategies with broader business objectives.

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