Director of Tax at Tonneson + Co Job
Employer:
SpiderID: 13782479
Location: Wakefield, Massachusetts
Posted: 7/3/2024
Wage:
Priority Review Date: 8/2/2024
Job Code / NOC / SOC:
Category: Tax preparers
Job Description:
We're helping one of our clients, Tonneson + Co, hire a Director of Tax.
“Independently owned. Employee driven. Client focused.”
💰 Compensation: To be agreed upon.
🌎 Location: Hybrid (401 Edgewater Place suite 300, Wakefield, MA, USA).
💪 Skills: 8+ years of experience in tax accounting.
⭐ 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.
“Independently owned. Employee driven. Client focused.”
💰 Compensation: To be agreed upon.
🌎 Location: Hybrid (401 Edgewater Place suite 300, Wakefield, MA, USA).
💪 Skills: 8+ years of experience in tax accounting.
⭐ 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.
Contact Information:
| Contact Name: Arturo Montalva | Type: |
| Company: |