Tax Practice Director

1 week ago


Alpharetta, United States Ritterband Tax & Accounting Solution Full time
Job Description

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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