Tax Director – Private Client Services

Jobtailor; New York (NY); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Continued professional education

Performance bonuses

Employee assistance program

Job summary

Jobtailor in New York offers a leadership role in Private Client Services, focusing on federal and state tax compliance for individuals and high-net-worth clients. You will guide engagements, manage budgets, and drive client satisfaction while mentoring a team of staff accountants.

The role emphasizes partnership with private clients and family-owned businesses, requiring CPA credentials and extensive public accounting tax experience. Strong leadership and advisory skills are essential.

Qualifications

• Bachelor’s degree in Accounting or equivalent field is required.
• Public accounting experience is required.
• CPA certification is required.
• 10+ years of tax compliance experience, specializing in entity and individual taxation.
• Experience with corporation and partnership accounting and tax concepts.
• Master’s degree in tax or equivalent field preferred.

Responsibilities

• Review tax projections, tax workpapers, and tax returns for federal and state filings.
• Oversee and manage the tax return process, resolving tax issues as they arise.
• Mentor, train, and manage staff accountants to meet deadlines and prioritize workload.
• Manage multiple tax engagements in team environments and independently.
• Identify opportunities for new or expanded client services.
• Lead and manage engagements including budgeting, billing, and engagement economics.
• Provide highly proactive client service.
• Serve private clients, family-owned and closely held businesses, and high-net-worth individuals.

Skills

Tax projections

Tax workpapers

Tax returns

Entity taxation

Individual taxation

Corporation accounting

Partnership accounting

Budgeting

Billing

Engagement economics

Mentoring

Team management

Client relationship management

CPA

Public accounting experience

Education

Bachelor’s degree in Accounting

Master’s degree in tax

Job description

• Review tax projections, tax workpapers, and tax returns, specifically federal and state individual and fiduciary tax returns
• Oversee and manage the tax return process, including identifying and resolving tax issues
• Mentor, train, and manage staff accountants to meet deadlines and prioritize workload
• Manage multiple tax engagements in team environments and independently
• Identify opportunities for new or expanded client services
• Lead and manage engagements, including budgeting, billing, and engagement economics
• Provide highly proactive client service
• Serve private clients, family-owned businesses, closely held businesses, and high net worth individuals through the Private Client Services practice

Requirements

• Bachelor’s degree in Accounting or equivalent field is required
• Public accounting experience
• CPA
• 10+ years work experience in tax compliance, specializing in entity and individual taxation
• Experience with corporation and partnership accounting and tax concepts
• Master’s degree in tax or equivalent field preferred

Core Competencies

Demonstrates expertise in tax compliance and management, with a strong focus on federal and state individual and fiduciary tax returns. Proven ability to mentor staff, manage multiple engagements, and provide exceptional client service to high net worth individuals and businesses.

Highest-signal resume keywords

• CPA
• Tax Compliance
• Public Accounting Experience
• 10+ Years Tax Experience
• Client Service Management

Hard Skills

• Tax Projections
• Tax Workpapers
• Tax Returns
• Entity Taxation
• Individual Taxation
• Corporation Accounting
• Partnership Accounting
• Budgeting
• Billing
• Engagement Economics

Soft Skills

• Mentoring
• Training
• Team Management
• Problem Solving
• Client Relationship Management

Certifications & Qualifications

• CPA

Industry Keywords

• Private Client Services
• High Net Worth Individuals
• Family-Owned Businesses
• Closely Held Businesses
• Tax Issues Resolution