Overview
Full-time position.
This role leads Tax Managers and may also lead Tax Associates and Tax Senior Associates, accountable for the quality and timeliness of private-foundation tax returns produced by the team. Serving as coordinator for a set of complex clients, the Director reviews the most complex returns, provides formal training on complex topics, partners with the Legal Department on tax policy, and owns interdepartmental initiatives and new-process development. This leader develops Managers, ensures tax-season readiness, and continuously improves how the team works.
Responsibilities
Preparation, Review & Quality Assurance (40%)
- Review level 3, 4, and 5 returns, and review level 1 and 2 returns for training purposes
- Prepare the most complex level 4 and 5 returns
- Review estimates, extensions, and Minimum Distribution Requirement (MDR) calculations
- Review responses to IRS notices and tax-authority correspondence
Leadership & Talent Development (30%)
- Lead and develop Tax Managers, Tax Senior Associates, and Tax Associates as direct reports, including performance management and coaching
- Provide formal training on specific complex tax topics
- Oversee resource allocation and tax-season readiness across teams
Client & Cross-functional Leadership (20%)
- Serve as coordinator for a set of complex clients and maintain client relationships
- Assist with Legal Department coordination on tax policies and statutes
- Partner across departments to ensure accurate, on-time delivery
Process & Department Initiatives (20%)
- Own interdepartmental initiatives and the building of new processes
- Drive efficiency improvements and end-to-end process refinement
- Lead special projects as requested by upper management
Other duties as assigned. This job description does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Requirements
- Bachelor’s degree in Accounting or Finance; Master’s degree preferred
- CPA required
- 10+ years of tax experience, including multi-team or multi-manager leadership
- Deep technical knowledge of private-foundation tax (990-PF, 990-T, foreign filings, estimates, MDR)
- Proven ability to review complex returns and develop Managers and preparers
- Strong process orientation with a record of building new processes and interdepartmental initiatives
- Mastery of computer and web-based products including MS Word, Excel, Outlook, Adobe Acrobat, and Salesforce; GoSystem Tax RS preferred
- Excellent leadership, analytical, and communication skills
Remote Work Requirements
- Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.
- Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Compensation & Benefits
Equal Opportunity Employer
The organization does not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is the intention that all qualified applicants are given equal opportunity and that selection decisions are based on job-related factors.