Tax Director

Add Source Group, LLC; Birmingham (AL); Vor Ort; USD 130.000 - 190.000; Vollzeit

Zusammenfassung

Add Source Group, LLC is seeking a Director of Tax Services to lead tax planning, advisory services, and tax return preparation for high-net-worth family office clients.

The role oversees internal tax and accounting responsibilities, ensures regulatory compliance, and collaborates with client service teams to deliver tailored tax strategies.

A CPA with 7+ years of experience is required. This position is based in Birmingham, Alabama.

Qualifikationen

• Bachelor's degree in Accounting or related field.
• Active CPA license required.
• 7+ years of tax advisory and preparation experience.
• Experience with high-net-worth individuals and family offices.
• Strong knowledge of individual, trust, and corporate taxation.
• Demonstrated ability to develop and implement tax strategies.
• Excellent analytical, problem-solving, and organizational skills.
• Strong client communication and relationship management abilities.

Aufgaben

• Provide tax advisory services and prepare tax returns for family office clients.
• Oversee internal tax and accounting responsibilities, including business tax filings, financial reporting, and compliance.
• Develop proactive tax strategies tailored to individual clients' wealth management goals.
• Maintain a strong understanding of federal, state, and local tax regulations.
• Collaborate with internal teams to integrate tax planning into the firm's broader family office services.
• Communicate tax positions, planning opportunities, and recommendations to clients in a timely and clear manner.

Kenntnisse

Tax advisory

Client communication

Analytical skills

Tax planning

Regulatory knowledge

Ausbildung

Bachelor's degree in Accounting

CPA license

Tools

Tax preparation software

Financial reporting tools

Jobbeschreibung

Our client is a privately held family office that provides financial and advisory services to a select group of clients. The organization takes a personalized approach to managing clients' financial needs, with an emphasis on long-term planning, strategic guidance, and tailored solutions.

The firm offers a range of family office services, including tax planning and preparation, financial advisory, and related consulting services. The team prioritizes strong client relationships and delivering thoughtful, customized support.

Job Overview:

The Director of Tax Services will play an integral role in the family office, leading tax planning, advisory services, and tax return preparation for high-net-worth family clients. This position will also oversee the organization's internal tax and accounting responsibilities, ensuring corporate tax filings, financial reporting, and regulatory compliance requirements are met while providing strategic tax guidance.

Key Responsibilities:

• Provide tax advisory services and prepare tax returns for family office clients.
• Oversee internal tax and accounting responsibilities, including business tax filings, financial reporting, and compliance.
• Develop proactive tax strategies tailored to individual clients' wealth management goals.
• Maintain a strong understanding of federal, state, and local tax regulations.
• Collaborate with internal teams to integrate tax planning into the firm's broader family office services.
• Communicate tax positions, planning opportunities, and recommendations to clients in a timely and clear manner.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA license required.
• 7+ years of experience in tax advisory and preparation, preferably serving high-net-worth individuals and family offices.
• Strong knowledge of individual, trust, and corporate taxation.
• Demonstrated ability to develop and implement tax strategies.
• Excellent analytical, problem-solving, and organizational skills.
• Strong client communication and relationship management abilities.

Required Skills:

• Proficiency with tax preparation software and financial reporting tools.
• Exceptional attention to detail and ability to manage multiple clients and deadlines.
• Strategic mindset with a proactive approach to tax planning and advisory services.