Tax Director / Partner

Firm Overview:
Our clients midsized CPA firm located in Manhattan, NY, is known for delivering exceptional tax, audit, and advisory services to a diverse client base across various industries, including real estate, financial services, professional services, and high-net-worth individuals. As they continue to expand, they are seeking a highly skilled and experienced Tax Director / Partner to lead their tax department. This role is essential to driving both client satisfaction and firm growth through a blend of technical expertise, leadership abilities, and client relationship development.
Position Summary:
The Tax Director / Partner will be responsible for leading and managing the tax department, developing and implementing tax strategies for clients, ensuring compliance with federal, state, and local tax regulations, and fostering a high level of client engagement. This position is integral to the strategic direction of the firm and will be a key member of the firm's leadership team. The ideal candidate will bring strong technical tax expertise, a proven record of client service, and a significant, portable book of business that will help expand the firm's market presence.

Key Responsibilities:

1. 
   Leadership & Strategy:
   • Provide leadership and strategic direction for the tax department, including managing and mentoring a team of tax professionals to drive consistent quality and efficiency.
   • Participate in firm leadership activities, including strategic planning, growth initiatives, and operational decision-making.
   • Cultivate and maintain a client-centric, collaborative firm culture that encourages professional development, open communication, and a commitment to quality.
   • Collaborate with other Partners and Directors to identify new business opportunities and service offerings.
2. 
   Technical Expertise & Compliance:
   • Oversee all tax compliance and advisory services for the firm, ensuring alignment with current tax laws and industry regulations.
   • Develop and implement innovative tax planning strategies to minimize tax liabilities and enhance client outcomes, focusing on the complexities specific to each client's industry and financial goals.
   • Review and sign off on complex tax returns, including corporate, partnership, individual, trust, and estate tax returns, as well as multistate tax filings.
   • Maintain an up-to-date understanding of changes in federal, state, and local tax laws, communicating these changes effectively to clients and team members.
3. 
   Client Relationship Management & Business Development:
   • Leverage a strong, portable book of business to drive new client acquisition and expand existing relationships within the firm.
   • Act as a trusted advisor to clients, providing high-quality, strategic tax advice and solutions tailored to their specific needs.
   • Lead and participate in client presentations, proposals, and negotiations to promote the firm's tax services and demonstrate technical expertise.
   • Identify opportunities to cross-sell additional firm services, working collaboratively with other departments to deliver comprehensive financial solutions.
4. 
   Communication & Collaboration:
   • Exhibit excellent written and verbal communication skills to clearly convey complex tax concepts and recommendations to clients and colleagues.
   • Build and maintain strong professional relationships with clients, partners, and team members, fostering a collaborative environment.
   • Provide regular, transparent updates to clients on project progress, tax planning strategies, and industry developments that may impact them.
5. 
   Mentorship & Team Development:
   • Recruit, train, and develop tax department staff, promoting a culture of continuous learning and professional growth.
   • Conduct performance evaluations, set goals, and provide constructive feedback to develop the technical and professional skills of team members.
   • Foster a culture of accountability, collaboration, and shared success within the tax department.

Qualifications:

• Education & Certification: Bachelor's degree in Accounting, Finance, or a related field required; Master's degree in Taxation preferred. Active CPA license required.
• Experience: Minimum of 10 years of tax experience in a public accounting or professional services firm, with at least 5 years in a leadership role.
• Technical Expertise: Strong technical knowledge of federal, state, and local tax laws, regulations, and compliance requirements, with expertise across a wide range of industries.
• Client Portfolio: A portable book of business with established client relationships, reflecting a proven record of driving revenue and delivering excellent client service.
• Leadership & Communication: Exceptional leadership, interpersonal, and communication skills, with the ability to inspire and lead a team, collaborate with partners, and engage effectively with clients.

Compensation & Benefits:

• Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance
• Retirement savings plan with company matching
• Generous paid time off and flexible work arrangements
• Professional development and continuing education opportunities

Application Instructions:
Interested candidates should submit a resume and cover letter detailing their qualifications, portable book of business, and a summary of their leadership approach. Qualified applicants will be contacted for an initial interview.