Our client is a growing mid-sized public accounting firm serving privately held businesses, high net worth individuals, family-owned enterprises, and emerging companies across a variety of industries. The firm is seeking an experienced Tax Director to provide strategic leadership for the tax practice while serving as a trusted advisor to clients.
The Tax Director will oversee complex tax engagements, mentor and develop tax professionals, drive business development initiatives, and help shape the long-term strategy of the firm's tax practice. This leadership role combines deep technical tax expertise with strong relationship management, operational leadership, and practice growth responsibilities.
Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
Key Responsibilities
Tax Leadership & Practice Management
- Lead and manage the firm's tax department, ensuring exceptional client service and technical excellence.
- Develop and execute strategic initiatives to support firm growth, profitability, and operational efficiency.
- Oversee departmental staffing, resource allocation, workflow management, and capacity planning.
- Establish and maintain quality control standards for tax compliance and consulting engagements.
- Monitor department performance and implement process improvements to enhance productivity and profitability.
- Collaborate with firm leadership on budgeting, forecasting, and strategic planning initiatives.
Client Advisory & Engagement Management
- Serve as lead advisor on complex tax matters involving corporations, partnerships, LLCs, S corporations, trusts, estates, and high-net-worth individuals.
- Deliver sophisticated tax planning, consulting, and compliance services.
- Review complex federal, state, and local tax returns.
- Research tax legislation and regulatory developments and communicate their impact to clients and team members.
- Identify tax-saving opportunities and develop strategic solutions tailored to client objectives.
- Manage key client relationships and serve as a trusted business advisor.
Qualifications
Education & Credentials
- Bachelor's degree in Accounting, Finance, or related field required.
- CPA license required.
Experience
- 10+ years of progressive public accounting tax experience.
- Significant experience reviewing complex tax returns and providing tax consulting services.
- Proven leadership experience managing teams and client engagements.
- Experience serving middle-market companies, privately held businesses, and high-net-worth individuals preferred. xzgxqkn
- Demonstrated success in business development and client relationship management.
Tax Director in waukesha at Unknown Company
This position is listed as full time and onsite.