Специалист налоговой службы - Нью-Йорк
Зарплата 250000 $ - ITPG

Job Summary

We are seeking a highly motivated, entrepreneurial, and experienced Tax Director to lead our tax department and play a strategic role in advising clients and mentoring staff. This role is ideal for a seasoned tax professional with a strong background in small CPA firm environments, a commitment to excellent client service, and a passion for team leadership and operational excellence.

Key Responsibilities

Department Leadership & Oversight:

· Lead and manage the tax department, including tax accountants and tax managers

· Oversee the preparation and top-level review of individual, partnership, and corporate tax returns

· Maintain and manage tax preparation schedules and client lists

· Provide timely and constructive feedback to staff after reviews

· Develop and implement internal processes to improve efficiency and accuracy

· Provide tax technical training and mentorship to team members

· Oversee and challenge client engagement teams to ensure quality service delivery

Client Service & Advisory:

· Serve as a primary point of contact for key clients

· Conduct consultations and strategy sessions with clients

· Present tax returns and explain filing outcomes and planning opportunities

· Recommend tax strategies and solutions aligned with client business goals

· Meet with business owners and high-net-worth individuals to provide tax and business advisory services

· Respond promptly and professionally to client inquiries and correspondence

Internal Communication & Management:

· Communicate regularly with firm partners on department updates, client issues, and key initiatives

· Monitor staff-client communications and provide coaching to maintain a high standard of professionalism

· Play a key role in profitability improvement and strategic growth of the tax department

Qualifications

· Bachelor’s degree in Accounting or related field

· CPA Required

· 15+ years of experience in tax and accounting within a small CPA firm environment with minimum 5 years of management experience

· Strong expertise in preparing and reviewing complex individual, partnership, and corporate tax returns

· Proficient in tax software (preferably Ultra Tax, Axcess Tax or similar), QuickBooks, and Microsoft Office Suite as well as CRMs

· Strong research and technical writing skills

· Proven ability to work independently in a fast-paced, deadline-driven environment

· Demonstrated leadership, team management, and client service skills

Preferred Skills & Attributes

· Excellent verbal and written communication skills

· Strong business judgment and attention to detail

· Professional demeanor and well-polished appearance

· Active business network and ability to generate new opportunities

· Ethical, self-starting, and collaborative team player