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Tax Director

Job Juncture

Wakefield

On-site

GBP 150,000 - 200,000

30+ days ago

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Job summary

An established industry player is seeking a Tax Director to join their Wakefield office. This pivotal role involves overseeing tax policies, ensuring compliance, and minimizing tax obligations for high-net-worth clients. The Tax Director will manage a diverse portfolio, conduct multi-state tax filings, and provide expert advice, making a significant impact on the firm's strategic objectives. This opportunity is perfect for a seasoned professional looking to leverage their expertise in a supportive and responsive environment, while also mentoring the next generation of tax associates. If you're ready to take your career to the next level, this role is for you.

Qualifications

  • Experience in tax planning and compliance for high-net-worth individuals.
  • Strong background in multi-state tax filings and client management.

Responsibilities

  • Oversee firm's tax policies and ensure compliance with tax statutes.
  • Train and mentor tax associates while managing client portfolios.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Management

Research Skills

Analytical Skills

Education

CPA Certification

Tools

ProSystem fx Tax

BNA Products

CCH Intelliconnect

Job description

The company is looking for a Tax Director to work in our Wakefield, MA office. Our Tax Director oversees the firm's tax policies and objectives; monitors reporting and planning to ensure compliance with applicable tax statutes; ensures accuracy of tax returns and works to minimize the organization's tax obligations; creates functional strategies and specific objectives; and develops budgets/policies/procedures to support the infrastructure.

Qualifications:

Essential Job Functions

  • Provide tax planning and compliance services for high-net-worth individuals, estates, and trusts
  • Conduct multi-state tax filings
  • Perform tax accruals
  • Manage a portfolio of clients
  • Serve as a trusted advisor, offering clients industry expertise and knowledge
  • Work closely with engagement teams to continually add value to clients
  • Train and mentor tax associates

Qualifications:

  • Excellent interpersonal, communication, and client relationship management skills
  • Strong research and analytical skills
  • Prior experience with ProSystem fx Tax, BNA products, and CCH Intelliconnect is desired
  • CPA certification is required
Why is This a Great Opportunity:

We have been working with this client for the past few months and are actively searching for candidates for the Audit Tax Manager and Tax Director roles. Additionally, we have found them to be responsive.

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