Tax Director

LG Legacy Group, LLC; Dresher (Montgomery County); On-site; USD 180,000 - 300,000; Full time

Job summary

LG Legacy Group, LLC is a fast-growing tax and accounting advisory CPA firm outside of Philadelphia. We guide high-net-worth individuals and businesses with strategic tax planning, complex engagements, and partnership with Partners, Managers, and clients to deliver sophisticated solutions.

The role emphasizes leadership, mentoring, and expanding client relationships while upholding top-tier service and profitability. CPA and 10+ years’ tax experience are expected.

Qualifications

• Bachelor's or Master's degree in Accounting, Taxation, Finance, or related field.
• CPA license required.
• Experience with complex tax engagements for high-net-worth clients and various entity types.

Responsibilities

• Direct the preparation and technical review of tax returns for individuals, trusts, estates, and entities.
• Provide strategic tax planning and consulting on business transactions and structures.
• Lead client relationships and drive firm growth through business development.

Skills

Tax planning

Client relationships

Mentoring staff

Business development

Tax research

Team leadership

Communication

Excel/Tax software

Education

Bachelor's or Master's in Accounting

CPA license

Tools

Microsoft Excel

Microsoft Word

CCH Axcess Tax

CCH ProSystem fx

Bloomberg Tax (BNA)

Job description

LG Legacy Group, LLC is a fast growing, highly specialized tax and accounting advisory Certified Public Accounting firm located just outside of Philadelphia. We work with many business owners with varying issues and we pride ourselves on being their trusted advisors. At LG Legacy Group, we value meeting our client’s needs above all else. With a dedicated staff of CPAs, Enrolled Agents, highly-specialized Certified QuickBooks Pro Advisors, and years of experience assisting high net worth individuals and entrepreneurs, LG Legacy Group’s team is here to provide personalized and sophisticated tax and accounting services.

We are a firm that is client focused while highly valuing our team members and our local community. We have organically created a culture of professional excellence and attention to detail in an environment where individuals can grow and achieve their personal and professional goals. This has been done while recognizing our responsibility to give back in the community through encouraging volunteering activities by all LG Legacy Group employees and partners.

Skills

At LG Legacy Group, LLC, you will provide strategic tax planning and consulting services while overseeing complex tax engagements for high-net-worth individuals, trusts, estates, partnerships, corporations, and closely held businesses. You will collaborate directly with Partners, Managers, and clients to develop practical tax solutions and serve as a trusted business advisor.

Your experience will include, but will not be limited to, the following:

• Serving as the primary advisor for a portfolio of sophisticated tax clients.
• Providing proactive tax planning and consulting strategies throughout the year.
• Leading and reviewing complex tax engagements across multiple industries.
• Building long-term relationships with business owners and high-net-worth individuals.
• Mentoring, coaching, and developing Managers, Seniors, and Staff.
• Identifying opportunities to expand client relationships and firm services.
• Participating in networking, business development, and community outreach activities.
• Collaborating with firm leadership on practice growth and operational initiatives.

Additional Job Responsibilities Include

• Direct the preparation and technical review of complex individual, trust, estate, partnership, S corporation, and C corporation tax returns.
• Provide strategic tax planning and consulting to clients on business transactions, entity structure, succession planning, and tax-saving opportunities.
• Serve as the primary point of contact for key client relationships while delivering exceptional client service.
• Partner with firm leadership to identify new business opportunities and support practice development initiatives.
• Lead research and resolution of complex federal, state, and local tax matters.
• Represent clients before the IRS and other taxing authorities, including responding to examinations, notices, and technical inquiries.
• Monitor changes in tax legislation and communicate the impact to clients and internal team members.
• Manage multiple engagements, staffing, budgets, and project timelines while maintaining profitability and quality standards.
• Mentor, coach, and evaluate Managers, Senior Accountants, and Staff Accountants to support their professional development.
• Foster collaboration across engagement teams while promoting technical excellence and accountability.
• Participate in recruiting, interviewing, and retaining top talent.
• Contribute to firm initiatives, process improvements, and technology adoption to enhance efficiency and client service.

Experience

• Bachelor's or Master's degree in Accounting, Taxation, Finance, or a related field.
• CPA license required.
• 10+ years of recent public accounting tax experience.
• Previous experience managing complex tax engagements and leading client relationships.
• Demonstrated experience supervising and developing professional staff.

Skill Requirements

• Exceptional technical tax knowledge across individual, partnership, corporate, trust, and estate taxation.
• Proven leadership, mentoring, and team development skills.
• Strong business development mindset with the ability to cultivate and expand client relationships.
• Excellent analytical, organizational, written, and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment while maintaining exceptional attention to detail.
• Strong client-service orientation with sound professional judgment.
• Experience with Microsoft Excel, Word, CCH Axcess Tax, CCH ProSystem fx, and Bloomberg Tax (BNA) is a plus.

Learn more about LG Legacy Group, LLC at www.lglegacygroup.com.

LG Legacy Group is an Equal Opportunity Employer. All employment decisions, including recruiting, hiring, training, promotion, compensation, benefits, discipline, and termination, are made without regard to race, color, religion, creed, national origin, ancestry, age, sex, pregnancy, sexual orientation, gender identity or expression, marital status, veteran status, disability, citizenship status, or any other status protected by applicable federal, state, or local law.