Tax Director

Julienunger; Kirkland (WA); Híbrido; USD 150 000 - 200 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Dental insurance

Vision insurance

401(k) with matching

Health Savings Account

Home-office stipend

Paid sick time

Paid time off

Holidays

Professional development

Flexible scheduling

Hybrid/Remote work options

Resumo da oferta

Julien Unger & Associates in Kirkland, WA seeks a Tax Director to lead engagements, drive tax compliance for individuals and closely-held firms, and manage client communications with partners. The role focuses on proactive planning, reviewing trial balances, and delivering accurate tax results.

The position requires 8+ years in public accounting or tax advisory services, with strong knowledge of federal/state/local tax laws and experience with major tax software.

Qualificações

• Bachelor's degree in Accounting, Finance or related field required; Master's in Taxation, CPA or EA preferred.
• 8+ years of relevant work experience in public accounting or tax advisory services.
• In-depth knowledge of federal, state, and local tax laws and ability to manage engagements.

Responsabilidades

• Lead engagements and serve as a point of contact for clients, delivering proactive tax planning and advisory services.
• Review tax trial balances and analyze ledgers for tax adjustments for accuracy and compliance.
• Analyze taxable income for individuals, estates, trusts, partnerships, and corporations.
• Prepare and review Federal Forms 1040, 1041, 1065, 1120, 1120S and extensions, meeting deadlines.
• Collaborate with team to resolve inquiries, tax notices, audits, and examinations.

Conhecimentos

Tax planning

Client communication

Analytical skills

Team leadership

Formação académica

Bachelor's degree in Accounting or Finance

Master's in Taxation / CPA / EA

Ferramentas

CCH Axcess

ProSystem fx Tax

CCH Axcess Engagement

Descrição da oferta de emprego

As a Tax Director at Julien Unger & Associates, you will play a pivotal role in driving tax compliance for small and mid-sized closely-held companies and high net worth individuals. You will prepare and analyze tax filings, manage engagements, lead client communications, drive our clients’ annual tax planning and compliance filings, all in close collaboration with our partners. This role offers reliability, flexibility, and room for professional growth in a supportive and collaborative environment.

Responsibilities:

- Lead engagements and serve as an additional point of contact for clients, providing proactive tax planning and advisory services to optimize tax outcomes.

- Review tax trial balances and analyze general ledgers for tax adjustments, ensuring accuracy and compliance with applicable tax laws and regulations.

- Analyze taxable income for individuals, estates, trusts, partnerships, and corporations, identifying opportunities for tax optimization and risk mitigation.

- Prepare and review federal tax forms 1040, 1041, 1065, 1120, 1120S, and related extensions, adhering to strict deadlines and quality standards.

- Collaborate with team members to resolve client inquiries, address tax notices, and facilitate tax audits and examinations as needed.

- Stay abreast of changes in tax legislation, regulations, and industry trends, and communicate insights and recommendations to clients and internal stakeholders.

Qualifications:

- Bachelor's degree in Accounting, Finance, or related field required; Master's degree in Taxation, CPA or EA certification preferred.

- 8+ years of relevant work experience in public accounting or tax advisory services, with a focus on individual, corporate, and partnership taxation.

- In-depth knowledge of federal, state, and local tax laws and regulations, including recent changes and updates.

- Proficiency in tax preparation software (e.g., CCH Axcess, ProSystem fx Tax, CCH Axcess Engagement) and Microsoft Office Suite, coupled with strong analytical and problem-solving skills.

- Excellent verbal, written, and interpersonal communication skills, with the ability to engage confidently with clients and team members at all levels.

- Proven ability to manage engagements, prioritize tasks, and meet deadlines without the need for constant supervision.

- Commitment to upholding professional standards and ethical principles, with a focus on delivering exceptional client service and driving positive outcomes.

Salary Range:

Minimum $150,000 up to maximum $200,000

- Competitive salary and comprehensive benefits package, including health insurance, dental insurance, vision insurance, 401(k) with matching, and health savings account.

- Home-office stipend to support remote work arrangements.

- Paid sick time and generous paid time off, including bank holidays and four weeks of annual leave.

- Opportunities for advancement and professional development in a supportive and encouraging environment.

- Flexible scheduling options and working arrangements, including in-person in Kirkland, hybrid, or fully remote.

- Minimal overtime required, ensuring a healthy work-life balance.