Tax Strategic Director, CPA
Edge Staffing
Tax Director, CPA
RESPEC
full-time
Posted on:
Location Type: Remote
Location: Remote • Colorado • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $150,000 per year
Job Level
Lead
About the role
- Build and lead the firm's tax advisory function, ensuring clients benefit from cutting-edge tax planning, compliance, and optimization strategies.
- 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.
- 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.
- Lead preparation of responses to taxing agencies, resolve client issues, and act as primary liaison for escalated matters.
- Oversee preparation and submission of sales tax filings and compliance with state-specific requirements.
- Directly review staff-prepared tax return work, reconcile source documents with client software, and ensure audit-ready accuracy.
- Support preparation of monthly/quarterly financial statements and board packages, reconciling complex accounts and reviewing workpapers.
- Ensure client records and tax databases are organized, current, and compliant.
- Design, implement, and communicate tax reduction and optimization strategies for clients.
- Perform additional strategic duties as assigned to enhance client tax outcomes and firm profitability.
Requirements
- 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
Benefits
- 4 weeks PTO
- Health, vision, and dental insurance
- Retirement account with 3% company match
- Remote work environment
- Company issued laptop
- Employee Discounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax planningcompliancerisk managementfinancial statement preparationtax return preparationtax optimization strategiesaccountingstrategic tax projectionstax researchaudit readiness
Soft skills
leadershipanalytical skillsorganizational skillscommunication skillsrelationship buildingclient managementteam managementstrategic thinkingproblem-solvingfeedback delivery
Certifications
CPAJD
