Tax Director

Whitman Advisory Job Community; Florida; Hybride; USD 150 000 - 210 000; Plein temps

Résumé du poste

Whitman Advisory Job Community in Hollywood, FL is seeking a Tax Director/Manager to lead complex engagements for high-net-worth individuals, families, and professional service clients. The role blends advanced tax compliance, planning, client relations, team leadership, and business development.

The ideal candidate has extensive experience with multi-entity structures, K-1 income, trusts, and multistate issues, plus hands-on mentorship of junior staff in a collaborative, hybrid environment.

Qualifications

• Bachelor's degree in Accounting required; MST, JD, or LLM in Taxation preferred.
• Active CPA license or EA certification required.
• Manager: 7+ years of progressive public accounting tax experience.
• Director: Significant experience managing complex engagements, leading teams, advising high-net-worth clients, and developing client relationships.
• Strong technical expertise in individual, partnership, S corporation, trust, gift tax, and investment partnership returns.
• Experience with multistate and multi-entity taxation; foreign-related tax returns is a plus.
• Proficiency in Microsoft Office and tax research platforms; CCH Axcess preferred.

Responsabilités

• Manage client relationships and provide strategic tax planning and advisory services.
• Review complex federal and multistate tax returns, including Forms 1040, 1041, 1065, 1120-S, and 709.
• Advise on high-net-worth taxation, trusts and estates, S corporations, partnerships, investment entities, and professional practice ownership.
• Address multistate taxation, partner compensation, buy-in/buy-out arrangements, K-1 allocations, retirement planning, and entity structuring.
• Conduct technical tax research and document recommendations for complex tax matters.
• Supervise, mentor, and develop tax staff and senior associates.
• Oversee multiple engagements, budgets, deadlines, billing, and quality control.
• Coordinate with attorneys, wealth advisors, and other external professionals.
• Identify tax-saving opportunities and contribute to client retention, business development, and practice growth.

Connaissances

Tax planning

Client relations

Team leadership

Tax research

Communication

Formation

Bachelor's degree in Accounting

MST/JD/LLM in Taxation

Outils

CCH Axcess

Microsoft Office

Description du poste

Tax Director – Private Client & Professional Services

Location: Hollywood, FL

Work Arrangement: Hybrid – minimum 3 days onsite

Employment Type: Full-Time

Position Overview

An established accounting and advisory firm is seeking an experienced Tax Manager or Tax Director to lead complex tax engagements for high-net-worth individuals, families, professional service providers, and business owners. This role combines advanced tax compliance and planning, client relationship management, team leadership, and business development.

The ideal candidate has extensive experience advising clients with complex compensation structures, ownership interests, K-1 income, and multi-entity tax considerations.

Key Responsibilities

• Manage client relationships and provide strategic tax planning and advisory services.
• Review complex federal and multistate tax returns, including Forms 1040, 1041, 1065, 1120-S, and 709.
• Advise on high-net-worth taxation, trusts and estates, S corporations, partnerships, investment entities, and professional practice ownership.
• Address multistate taxation, partner compensation, buy-in/buy-out arrangements, K-1 allocations, retirement planning, and entity structuring.
• Conduct technical tax research and document recommendations for complex tax matters.
• Supervise, mentor, and develop tax staff and senior associates.
• Oversee multiple engagements, budgets, deadlines, billing, and quality control.
• Coordinate with attorneys, wealth advisors, and other external professionals.
• Identify tax-saving opportunities and contribute to client retention, business development, and practice growth.

Qualifications

• Bachelor's degree in Accounting required; MST, JD, or LLM in Taxation preferred.
• Active CPA license or EA certification required.
• Manager: 7+ years of progressive public accounting tax experience.
• Director: Significant experience managing complex engagements, leading teams, advising high-net-worth clients, and developing client relationships.
• Strong technical expertise in individual, partnership, S corporation, trust, gift tax, and investment partnership returns.
• Experience with multistate and multi-entity taxation; foreign-related tax returns is a plus.
• Proficiency in Microsoft Office and tax research platforms; CCH Axcess preferred.
• Excellent leadership, communication, client service, and analytical skills.