Tax Director | Hybrid Path to Partnership & Bonuses

ExcelliSearch, Inc.; Bremerton (WA); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Bonus potential

401K match

Job summary

Unknown CPA Firm seeks a Tax Director to oversee technical tax reviews, estate/trust tax leadership, and client mentorship. The role includes collaboration with Partners, oversight of tax preparations, and potential advancement within the firm.

The position offers a hybrid work model with travel to client sites and extended overtime during peak season. A CPA license and 7–10 years of public accounting tax experience are required.

Qualifications

• Seven to ten years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• At least two (2) years' experience representing clients before taxing authorities.
• Minimum one (1) year experience supervising and directing work of tax preparers with an emphasis on estate and trust taxation.
• Bachelor’s degree in accounting required, master’s degree in taxation preferred.
• Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
• A current and valid certified public accountant’s license is required.
• Must be a member in good standing with the American Institute of CPAs.

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in estate and trust tax.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Accurate and timely billing and collection processes are made.
• Possesses a complete knowledge of the firms’ philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Prepares other reports and projects as requested from time to time by the partners.
• Researches and evaluates tax preparation and tax research software for recommendation to partners.
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
• Occasional travel for work at clients’ offices, meetings, and seminars.
• Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.

Skills

Public accounting

Tax expertise

Client management

Leadership

Education

Bachelor's degree in accounting

Master's degree in taxation

CPA license

Job description

Unknown CPA Firm seeks a Tax Director to oversee technical tax reviews, estate/trust tax leadership, and client mentorship. The role includes collaboration with Partners, oversight of tax preparations, and potential advancement within the firm.

The position offers a hybrid work model with travel to client sites and extended overtime during peak season. A CPA license and 7–10 years of public accounting tax experience are required.