Tax Practice Director
1 week ago
We are a rapidly growing CPA firm, Ritterband Tax & Accounting Solution, committed to delivering exceptional financial services to individuals and businesses. Our diverse client base is built on strong, long-term relationships and we ensure their financial success.
Key Responsibilities:
- Tax Review: Oversee and review tax returns (individual, corporate, partnership, fiduciary) for accuracy and compliance with tax laws.
- Client Engagement: Foster excellent relationships with clients, serving as their trusted advisor for tax-related inquiries and financial planning.
- Tax Planning & Advisory: Assist in year-end tax planning, develop strategies to optimize clients' tax positions, and conduct consultations to discuss tax-saving opportunities.
- Project Management: Manage tax projects from start to finish, ensuring timely completion and addressing any client concerns.
- Consultation Meetings: Prepare agendas, review documents, and lead discussions for annual business consultations and tax planning sessions.
- Team Leadership: Provide guidance and mentorship to junior staff and collaborate with team members to ensure efficient workflows.
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA or EA designation preferred.
- Minimum 5 years of recent tax experience, including tax review and client-facing roles at a CPA firm.
- Proficiency in tax software (Lacerte preferred) and Microsoft Office (Excel, Word, Outlook).
- Experience with QuickBooks or other accounting software is a plus but not required.
- Strong customer service skills and a passion for client success.
- Experience working in a remote or virtual office environment.
Compensation Package:
We offer a competitive salary range of $120,000 - $160,000 per annum, based on experience and qualifications. A flexible schedule and the option to work from home are also included in our benefits package.
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