Principal Director – National Exempt Tax

• Serve tax-exempt clients in the Healthcare, Higher Ed, and Nonprofit industries
• Demonstrate command of a major area of specialization and deep technical skills
• Manage engagements and deliver operational excellence
• Assist clients with tax and day-to-day compliance needs
• Research and draft technical tax memoranda on various tax issues
• Review and sign exempt organization returns
• Serve as a subject matter expert when appropriate
• Develop and mentor staff
• Oversee client engagement teams
• Build a strategic tax-exempt practice

Requirements

• Bachelor's Degree in Accounting, Finance, or a related field
• Minimum of 10+ years of experience serving in a tax role with a public accounting and/or professional services firm
• CPA required; JD or Enrolled Agent (EA) may be accepted in lieu of CPA certification
• Experience specializing in tax-exempt organizations preferred
• Excellent interpersonal and communication skills
• Strong leadership skills and ability to manage a team of controversy professionals
• Problem-solving and creative abilities with sound judgment
• Ability to manage multiple matters
• Strategic skills to build a practice
• High level of integrity and dependability
• Strong sense of urgency and results orientation

Core Competencies

Demonstrates extensive expertise in tax compliance and operational excellence for tax-exempt organizations, with strong leadership and mentoring capabilities to build and manage client engagement teams effectively.

Highest-signal resume keywords

• CPA Certification
• Tax Compliance Expertise
• Leadership Skills
• Strategic Practice Development
• Experience with Tax-Exempt Organizations

ATS Optimization Keywords

Hard Skills

• Tax Research
• Technical Tax Memoranda Drafting
• Exempt Organization Returns Review
• Operational Excellence Management
• Engagement Management

Soft Skills

• Interpersonal Skills
• Communication Skills
• Problem-Solving Abilities
• Creative Thinking
• Integrity

Certifications & Qualifications

• CPA
• JD
• Enrolled Agent (EA)

Industry Keywords

• Healthcare
• Higher Education
• Nonprofit
• Tax-Exempt Organizations
• Public Accounting