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Director of Tax Services
McLean, VATitle: Director of Tax Services
Firm: Professional Services/Financial Services
Location: McLean, VA
Salary Range: $180,000 - $220,000 + bonus
Position Overview:
Our client is seeking a seasoned and dynamic Director of Tax Services to lead and manage the tax department. The ideal candidate will have extensive experience in tax preparation, review, and staff management, with a particular expertise in CCH software. This individual will play a critical role in driving the department’s success by managing client relationships, ensuring timely and accurate tax filings, and developing a high-performing team.
Key Responsibilities:
Qualifications:
Benefits:
Benefits:
Firm: Professional Services/Financial Services
Location: McLean, VA
Salary Range: $180,000 - $220,000 + bonus
Position Overview:
Our client is seeking a seasoned and dynamic Director of Tax Services to lead and manage the tax department. The ideal candidate will have extensive experience in tax preparation, review, and staff management, with a particular expertise in CCH software. This individual will play a critical role in driving the department’s success by managing client relationships, ensuring timely and accurate tax filings, and developing a high-performing team.
Key Responsibilities:
- Oversee and manage the tax department operations, including staff supervision, workflow management, and client relations.
- Review and, when necessary, prepare complex individual, business, trust, and estate tax returns.
- Ensure compliance with relevant tax laws and regulations.
- Serve as the primary expert in CCH tax software, training staff and optimizing its use within the firm.
- Collaborate with leadership to develop and implement tax strategies that align with client financial goals.
- Assist in managing the firm’s growth by streamlining processes and improving efficiencies within the tax department.
- Conduct tax research to resolve complex tax issues for clients.
- Lead and mentor a team of tax professionals, ensuring ongoing professional development.
- Participate in business development efforts, helping to attract new clients and retain existing relationships.
Qualifications:
- CPA designation required.
- 10+ years of experience in tax planning, preparation, and review.
- Extensive knowledge of CCH tax software is essential.
- Proven leadership and staff management experience.
- Strong communication and interpersonal skills, with the ability to explain complex tax matters to clients.
- Ability to work under pressure, meet tight deadlines, and manage multiple priorities.
Benefits:
- Competitive salary range
- Comprehensive benefits package
- Opportunity to grow with a forward-thinking, innovative wealth management firm
Benefits:
- 401(k) and Match
- Paid time off
- Flexible schedule
- Life/Health Insurance
- Bonus