Fiduciary Tax Director

Fiduciary Tax Director About the Company Leading CPA firm

Industry
Accounting

Type
Privately Held








About the Role The Company is seeking a Fiduciary Tax Director to join their team. The successful candidate will be responsible for reviewing and managing a variety of tax-related documents and calculations, including tax returns, extensions, and planning calculations for fiduciary returns. This role requires a high level of experience in dealing with the tax affairs of high net worth individuals, trusts, estates, and gifts. The Fiduciary Tax Director will also be tasked with leading a department in the knowledge of relevant software, processes, and workflows, as well as conducting complex tax research, and representing the company in communications with clients, management, and tax authorities.

Applicants for the Fiduciary Tax Director position at the company must have a CPA, LLM, or Juris Doctorate, and a minimum of 8 years' of management experience in public accounting. The role demands a professional with a strong background in financial management, including the review of financial statements, accounting and adjusting entries, and bank reconciliations. The ideal candidate will have a proven track record in handling complex tax planning projections and be adept at managing and monitoring client deliverables and due dates. The company values a proactive approach to client service, the ability to lead a team, and a commitment to excellence in the field of tax and advisory services.




Travel Percent
Less than 10%

Functions Finance