Senior Tax Director - CPA
We are seeking an experienced CPA to lead our tax team in a non-traditional public accounting role. This position focuses on the preparation and filing of individual, business, trust, estate, 501(c)(3), and gift tax returns, as well as tax planning and optimization in collaboration with our financial advisors. The ideal candidate has over 10 years of tax experience, strong leadership skills, and is comfortable overseeing internal accounting operations. No business development is required, but revenue sharing is available for those who bring relationships.
Key Responsibilities:
- Lead and review tax return preparation across all client types
- Advise on tax planning, strategy, and optimization
- Oversee internal financial operations and support staff
- Conduct tax research, projections, and client communication
- Mentor junior CPAs and refine tax processes and systems
- Maintain accuracy in bookkeeping, payroll, and reporting
Qualifications:
- Active CPA (NC or reciprocity state)
- 10+ years in tax planning/preparation
- Strong leadership, communication, and software skills
- Proficiency with CCH Axcess, QuickBooks, Excel, and Office 365