Tax Director

Ascend; Orlando (FL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Firm-paid CPE

Leadership opportunities

Sabbatical program

Flexible PTO

Major medical, dental, and vision insurance

401(k) with company match

Job summary

A professional services firm in Orlando is seeking an experienced Tax Director to lead tax advisory and compliance engagements. This hybrid role involves managing client relationships, performing technical reviews, and coaching staff. Candidates should have a bachelor's degree in accounting, CPA, and 5-10 years of tax experience. The firm offers comprehensive benefits including flexible PTO, major medical insurance, and leadership opportunities, promoting a friendly and supportive work environment.

Qualifications

• 5-10 years of tax preparation and review experience.
• Strong background in individual taxation.
• Consultative/Advising experience.

Responsibilities

• Perform initial and/or final review of manager and staff work products.
• Act as primary client point of contact.
• Identify opportunities for value-added services for clients.
• Coach and mentor staff.

Skills

Project management

Analytical skills

Interpersonal skills

Communication skills

Self-motivator

Education

Bachelor's degree in accounting, finance, or related field

CPA

Tools

CCH Axcess Tax

Microsoft Office Suite

Job description

Overview

Saltmarsh is looking for an experienced Tax Director to their growing Orlando office. As a Tax leader at Saltmarsh, you will lead and manage all phases of business (1120, 1120S, 1065) and individual client tax advisory and compliance engagements. You will manage clients independently and carry out project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.

What You’ll Do

Responsibilities

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.

Qualifications

• Bachelor's degree in accounting, finance, or related field
• CPA
• 5-10 years of tax prep & review experience
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership
• Strong background in individual taxation
• Consultative/Advising Experience
• Proficiency in:
• CCH Axcess Tax
• Microsoft Office Suite

What We Offer

• Firm-paid CPE
• Leadership opportunities
• Sabbatical program
• Flexible PTO
• 11 firm-paid holidays
• Major medical, dental, and vision insurance
• Employer-paid life insurance
• Long-term disability coverage
• 401(k) with company match
• Equity program for Senior Managers+ and top performing Managers

Location

This position will be a hybrid role located at our Orlando office. Local candidates preferred.

Saltmarsh is not just a place to work; it's a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.

How To Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at [e-mail].