About this opportunity
Broadgate lists this Tax Director opportunity in bergen county, nj, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Tax Director | Award-Winning Tax & Wealth Advisory Firm | Bergen County, NJ | Up to $180,000 + bonus About the Firm
Our 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 role
This 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 / Responsibilities
Lead the firm’s tax practice day to day, overseeing workflow, staffing and delivery across all engagements
Provide final level review of complex individual, partnership, corporate, trust and estate returns
Own the tax planning process for key clients, including year round projections and strategy
Serve as the senior technical resource for the team, researching and resolving complex tax issues
Manage, mentor and develop tax managers, seniors and staff, building out the team’s bench strength
Work alongside the wealth advisors on estate, retirement and financial planning matters
Build and deepen relationships with high value clients and support new business development
Drive process improvement, best practices and quality control across the tax function
Oversee budgets, realization and production goals for the practice
Lead internal training and CPE on technical updates and relevant industries
Partner with leadership on firm strategy, growth initiatives and new client proposals
Preferred Qualifications / Requirements
Active CPA license
10+ years of public accounting experience, with significant time in a tax leadership role
Experience at a mid-market CPA firm, or serving mid-market clients, strongly preferred
Deep technical knowledge across 1040, 1065, 1120/1120S, 1041 and 706 returns
Proven track record leading and developing tax teams
Strong client facing presence with experience managing senior client relationships
Lacerte experience a plus
Bachelor’s degree in Accounting; Master’s in Taxation a plus
Desired Characteristics
Confident leader who can set direction and hold a high bar for quality
Superior interpersonal, verbal and written communication skills
Commercially minded, with an eye for growing the practice
Organized, detail oriented and comfortable managing competing priorities
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.