Tax Director

Genuine Search Group; Pennsylvania; Vor Ort; USD 140.000 - 210.000; Vollzeit

Zusammenfassung

Genuine Search Group is seeking a seasoned Tax Senior/Leader to guide proactive planning for individuals and businesses in Pennsylvania. You will advise on complex matters, structure entities, and manage high-net-worth/client engagements.

Lead engagements across individuals, partnerships, and corporate entities, while mentoring staff and growing client relationships for continued practice expansion.

Qualifikationen

• CPA license required.
• 10+ years of recent public accounting tax experience.
• Strong experience with complex tax planning, consulting and compliance.
• Experience with individuals, partnerships, corporations, trusts, estates, and closely held businesses.
• Proven ability to manage client relationships and serve as trusted advisor.

Aufgaben

• Develop and deliver proactive tax planning strategies for individuals and businesses.
• Advise on complex tax matters, entity structuring, business transactions, and succession planning.
• Lead engagements involving individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Mentor and develop Managers, Senior Accountants, and Staff; oversee deadlines, staffing, budgets, profitability, and quality.
• Build and maintain strong client relationships and identify opportunities for additional services.

Kenntnisse

Leadership

Client relationship management

Communication

Mentoring

Ausbildung

Bachelor's or Master's degree in Accounting, Taxation, Finance, or related discipline

Jobbeschreibung

• Develop and deliver proactive tax planning strategies for individuals and businesses.
• Advise clients on complex tax matters, entity structuring, business transactions, succession planning, and other strategic initiatives.
• Serve as a trusted advisor to high-net-worth individuals, business owners, and closely held companies.
• Build strong relationships with clients and identify opportunities to provide additional value and services.

Technical Leadership

• Oversee and review complex tax returns and engagements involving individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Research complex federal, state, and local tax issues and provide practical recommendations.
• Stay current on changes in tax legislation and communicate relevant developments to clients and internal teams.
• Support clients with IRS examinations, notices, and other tax authority matters.
• Lead multiple client engagements while overseeing deadlines, staffing, budgets, profitability, and quality.
• Mentor and develop Managers, Senior Accountants, and Staff.
• Foster a collaborative, high-performing team environment focused on professional growth and technical excellence.
• Participate in recruiting, interviewing, and retaining talented tax professionals.
• Partner with firm leadership on operational improvements and strategic initiatives.

Business Development

• Help strengthen existing client relationships and identify opportunities for additional services.
• Participate in networking and business development activities.
• Support the continued growth and expansion of the firm's tax practice.

What We're Looking For

• Active CPA license required.
• Bachelor's or Master's degree in Accounting, Taxation, Finance, or a related discipline.
• 10+ years of recent public accounting tax experience.
• Strong experience with complex tax planning, consulting, and compliance engagements.
• Experience working with individuals, partnerships, corporations, trusts, estates, and closely held businesses.
• Proven success managing client relationships and serving in a trusted advisor capacity.
• Demonstrated leadership experience, including mentoring and developing accounting and tax professionals.
• Strong communication, organizational, and problem-solving skills.
• A relationship-focused mindset with an interest in helping grow client relationships and the practice.

Preferred Experience

Experience with the following is a plus: