Managing Director of Tax Services

3 weeks ago


Greensboro, United States CRG Full time
Managing Director of Tax Services

A CRG client is searching for a Managing Director of Tax Services in the Triad This role requires 7+ years in tax preparations and compliance as well as management experience. Our client is known for their flexible schedule, compensation, and culture

Location: Greensboro, NC | On-site with flexibility.
Salary: up to $145,000 based on experience + ~$25,000 yearly bonus.

Responsibilities:
  • Develop and implement a tax preparation strategy, including outsourcing options, to ensure the accurate and timely preparation and filing of approximately 1,000 federal and state individual, trust, estate, partnership, foundation, and gift tax returns while maintaining compliance.
  • Complete and maintain financial reporting for ~25 Family LLCs, while responding to income tax notices for federal and state jurisdictions as needed.
  • Build and maintain rapport with clients, providing advice, addressing questions, etc.
  • Collaborate with client teams to develop tax planning strategies aimed at minimizing tax liabilities- and maximizing financial outcomes.
  • Drive process improvements and efficiency initiatives within the tax department to enhance productivity and client service delivery.

Qualifications:
  • Bachelor's degree in accounting or fiance with 7+ years of experience in preparation and compliance.
  • Prior management experience and excellent interpersonal skills.
  • A continuous desire to learn and enhance technology in a dynamic environment.
  • Proficiency with MS Suite, CCH Tax, Workstream, and QuickBooks.
Category Code: JN001, JN005

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