Managing Tax Director

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

  • Lead and manage the overall tax function including individual, corporate, partnership, and trust taxation.

  • Oversee tax planning and consulting for clients across multiple industries and jurisdictions.

  • Ensure timely and accurate tax filings in compliance with federal, state, and local laws.

  • Serve as a strategic advisor to clients on complex tax matters including structuring, transactions, succession planning, and regulatory changes.

  • Review and approve high-level tax returns and related documentation.

  • Maintain deep technical knowledge of evolving tax laws and lead internal updates and training.

  • Manage, mentor, and develop a team of tax professionals at all levels.

  • Monitor and improve departmental workflows, procedures, and use of tax technology tools.

  • Coordinate with external auditors, legal counsel, and tax authorities as needed.

  • Support business development efforts by building client relationships and identifying new service opportunities.


Qualifications

  • Bachelor’s degree in Accounting or Finance; Master’s in Taxation or JD preferred.

  • CPA license required.

  • 10+ years of progressive tax experience, with at least 3 years in a senior leadership or director-level role.

  • Strong technical knowledge of federal, state, and local tax laws and regulations.

  • Proven experience managing a team and client relationships.

  • Deep expertise in business taxation; experience with high-net-worth individuals is a plus.

  • Proficiency in tax preparation and research software (e.g., CCH Axcess, UltraTax, ProSystem fx, BNA, etc.).

  • Excellent analytical, leadership, and communication skills.

  • Strategic thinker with a proactive, solutions-oriented mindset.


Preferred Attributes

  • Previous experience in a public accounting firm or mid-sized tax advisory firm.

  • Comfortable leading change and improving operational efficiencies.

  • Strong presence and confidence in client-facing situations and team leadership.