Tax Director

Tax Director | Award-Winning Tax & Wealth Advisory Firm | Bergen County, NJ | Up to $180,000 + bonus

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About the FirmOur client is a growing and highly respected tax and wealth advisory firm in Bergen County, NJ, recognised nationally across several industry rankings in recent years. While boutique in size, their client base is mid-market in nature, and the accounting team of around 25 people handles a broad and complex mix of work.
They’re seeking a Tax Director to lead the tax function and work closely with the partner group as the firm continues to grow. The role offers a base salary of up to $180,000 plus bonus and benefits, commensurate with experience. The team works one day a week remotely, with flexible scheduling and early finishes on summer Fridays. Extra hours are expected during tax season (Feb to Apr). Relocation to NJ is welcome for the right candidate.
About the roleThis is a senior leadership role with real ownership. You’ll be the technical lead across the tax practice, overseeing the review of complex engagements, setting the standard for quality and process, and acting as a trusted advisor to the firm’s key clients. You’ll lead and develop the managers and staff beneath you, partner with the wealth advisors on integrated tax and financial planning, and help shape how the practice scales over the next few years.
Essential Duties / ResponsibilitiesLead the firm’s tax practice day to day, overseeing workflow, staffing and delivery across all engagementsProvide final level review of complex individual, partnership, corporate, trust and estate returnsOwn the tax planning process for key clients, including year round projections and strategyServe as the senior technical resource for the team, researching and resolving complex tax issuesManage, mentor and develop tax managers, seniors and staff, building out the team’s bench strengthWork alongside the wealth advisors on estate, retirement and financial planning mattersBuild and deepen relationships with high value clients and support new business developmentDrive process improvement, best practices and quality control across the tax functionOversee budgets, realization and production goals for the practiceLead internal training and CPE on technical updates and relevant industriesPartner with leadership on firm strategy, growth initiatives and new client proposals
Preferred Qualifications / RequirementsActive CPA license10+ xzbcwsv years of public accounting experience, with significant time in a tax leadership roleExperience at a mid-market CPA firm, or serving mid-market clients, strongly preferredDeep technical knowledge across 1040, 1065, 1120/1120S, 1041 and 706 returnsProven track record leading and developing tax teamsStrong client facing presence with experience managing senior client relationshipsLacerte experience a plusBachelor’s degree in Accounting; Master’s in Taxation a plus
Desired CharacteristicsConfident leader who can set direction and hold a high bar for qualitySuperior interpersonal, verbal and written communication skillsCommercially minded, with an eye for growing the practiceOrganized, detail oriented and comfortable managing competing priorities