Position Summary
We are seeking an experienced and forward-thinking Managing Tax Director to lead our tax department with a focus on strategic direction, technical excellence, and operational effectiveness. This role is responsible for managing all tax-related functions including compliance, planning, risk management, and client advisory, while overseeing and developing a high-performing team. As a key member of the leadership team, the Managing Tax Director will also contribute to firm-wide initiatives and growth strategies.
Key Responsibilities
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Lead and manage the overall tax function including individual, corporate, partnership, and trust taxation.
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Oversee tax planning and consulting for clients across multiple industries and jurisdictions.
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Ensure timely and accurate tax filings in compliance with federal, state, and local laws.
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Serve as a strategic advisor to clients on complex tax matters including structuring, transactions, succession planning, and regulatory changes.
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Review and approve high-level tax returns and related documentation.
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Maintain deep technical knowledge of evolving tax laws and lead internal updates and training.
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Manage, mentor, and develop a team of tax professionals at all levels.
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Monitor and improve departmental workflows, procedures, and use of tax technology tools.
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Coordinate with external auditors, legal counsel, and tax authorities as needed.
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Support business development efforts by building client relationships and identifying new service opportunities.
Qualifications
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Bachelor’s degree in Accounting or Finance; Master’s in Taxation or JD preferred.
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CPA license required.
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10+ years of progressive tax experience, with at least 3 years in a senior leadership or director-level role.
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Strong technical knowledge of federal, state, and local tax laws and regulations.
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Proven experience managing a team and client relationships.
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Deep expertise in business taxation; experience with high-net-worth individuals is a plus.
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Proficiency in tax preparation and research software (e.g., CCH Axcess, UltraTax, ProSystem fx, BNA, etc.).
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Excellent analytical, leadership, and communication skills.
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Strategic thinker with a proactive, solutions-oriented mindset.
Preferred Attributes
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Previous experience in a public accounting firm or mid-sized tax advisory firm.
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Comfortable leading change and improving operational efficiencies.
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Strong presence and confidence in client-facing situations and team leadership.