Tax Services Director

12 hours ago


Greensboro NC USA, United States CRG Full time
Director of Tax Services

CRG is seeking a highly skilled Director of Tax Services to join their team. As a key member of the tax department, you will be responsible for overseeing tax compliance and proactive planning for client families.

Key Responsibilities:
  • Collaborate with the Managing Director of Tax Services to oversee the outsourcing of approximately 1,000 tax returns to an external CPA firm.
  • Review or prepare certain returns in-house, including federal and state filings for individuals, trusts, estates, partnerships, foundations, and gifts.
  • Work alongside client teams to develop and present proactive tax planning strategies.
  • Maintain a center of excellence by providing expertise, client-facing materials, templates, and resources for client teams.
  • Oversee financial reporting for approximately 25 Family LLCs.
  • Respond to income tax notices for federal and state jurisdictions as needed.
  • Lead internal process improvements within the tax department and manage their effective implementation.
  • Support business development efforts through referrals and introductions from current clients and industry influencers to bring in new clients.
Requirements:
  • Bachelor's degree in accounting or finance; CPA or EA preferred.
  • 4+ years of tax preparation experience.
  • Proficiency in MS Suite, CCH Axcess, CCH TrustUS, and QuickBooks preferred.
  • Excellent interpersonal skills with keen attention to detail.

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