Tax Director: Lead Strategy & Growth for HNW Clients

Leoforce; Dresher (Montgomery County); Hybrid; USD 175.000 - 225.000; Vollzeit

Zusammenfassung

Leoforce in Dresher, PA is seeking a Tax Director to lead complex tax engagements and provide strategic planning for a diverse client base, including individuals, families, and closely held businesses.

You will act as a trusted advisor on entity structuring, transactions, and tax-saving strategies while overseeing engagement staffing, budgets, timelines, and quality across the tax practice.

Qualifikationen

• CPA required with 10+ years of recent public accounting tax experience.
• Experience managing complex engagements and ownership of client relationships.
• Proven leadership of professional staff and mentoring.
• Strong focus on business development and firm growth.
• Ability to provide strategic tax planning for high-net-worth individuals and businesses.

Aufgaben

• Lead complex tax engagements across individuals, partnerships, S‑Corp, C‑Corp, trusts, and estates.
• Serve as trusted advisor on entity structuring, transactions, succession planning, and tax-saving strategies.
• Manage a portfolio of client relationships with engagement staffing, budgets, timelines, profitability, and quality.
• Lead, mentor, and develop Managers, Seniors, and Staff to foster accountability and technical excellence.
• Partner with firm leadership on business development, client expansion, recruiting, and process improvements.
• Contribute to overall practice growth and strategic direction.

Kenntnisse

Tax leadership

Client relationship management

Staff mentoring

Business development

Strategic tax planning

Ausbildung

CPA certification

Jobbeschreibung

Leoforce in Dresher, PA is seeking a Tax Director to lead complex tax engagements and provide strategic planning for a diverse client base, including individuals, families, and closely held businesses.

You will act as a trusted advisor on entity structuring, transactions, and tax-saving strategies while overseeing engagement staffing, budgets, timelines, and quality across the tax practice.