Tax Director

Genuine Search Group; Pennsylvania; On-site; USD 180,000 - 240,000; Full time

Job summary

Genuine Search Group seeks an experienced Senior Tax Professional to lead tax engagements for high-net-worth individuals, business owners, and closely held companies in the U.S. This role focuses on proactive tax planning, complex advisory work, and serving as a trusted advisor to clients.

You will build and maintain client relationships, oversee engagements, mentor staff, and help grow the firm's tax practice with leadership and strategic initiatives.

Qualifications

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

Responsibilities

• 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.
• Oversee and review complex tax returns and engagements involving various entity types.
• Research complex federal, state, and local tax issues and provide practical recommendations.
• Stay current on changes in tax legislation and communicate relevant developments.
• 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 staff, and participate in recruiting and retention efforts.
• Partner with firm leadership on operational improvements and strategic initiatives.

Skills

CPA license

Leadership

Client relationships

Communication

Problem solving

Education

Bachelor's or Master's in Accounting/Taxation/Finance

Job description

• 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: