Director, US Tax & Accounting - #35344

Overview

This role is a development hire focused on growth into broader strategic and firm leadership responsibilities over time. The employer is seeking a US Tax & Accounting leader (title may be subject to discussion during calibration) to prepare and review standard US tax returns, manage client relationships, support tax compliance, perform accounting-related work using QuickBooks, and train junior staff.

The position supports clients throughout the United States and requires working US Eastern-aligned hours.

Responsibilities

Tax Services

• Provide review, management, and thorough final detail review of tax returns for individual, partnership, and corporate clients, including general advisory services (Forms 1040, 1065, 1120, and 1120-S).
• When not reviewing or managing returns, perform full-service preparation of tax returns (Forms 1040, 1065, 1120, and 1120-S).
• Provide tax projections, planning, and tax notices.
• Prepare and/or review US tax returns for small business clients with a primary focus on compliance-driven work.
• Provide tax planning support (approximately 10–15% of the time), particularly toward year-end.
• Estate tax returns (1041), nonprofit tax returns (990), and employee benefit plan returns (5500) are nice-to-haves and can be learned on the job.

Tax Supplemental Services, Accounting & Bookkeeping Services

• Manage professional accounting and bookkeeping services for business owners.
• Manage financial records, transactions, entries, payments, and reporting primarily using QuickBooks.
• Provide light oversight of bookkeeping and QuickBooks-related activities, with a primary focus on tax services rather than day-to-day bookkeeping.

Firm Support

• Serve as a firm Tax Partner and primary point of contact for clients.
• Manage client relationships and support staff.
• Act as a trusted year-round advisor, providing tax compliance guidance and advisory support beyond annual tax season.
• Streamline operations and support staff training and education.
• Mentor and upskill junior team members by modeling high-quality technical work and client service for a growing, relatively junior team.
• Provide leadership responsibilities to the firm, with broader strategic and leadership responsibilities developing over time.
• Support overseas-based, client-facing leadership as the firm grows.
• Advise business owners on tax compliance, financial records, and other matters as needed.
• Independently track deliverables and identify additional advisory opportunities with existing clients.

Requirements

• Bachelor’s degree in Accounting or an advanced degree strongly preferred.
• Minimum of 5 years of US tax experience.
• Hands-on experience preparing and reviewing all required US tax return types, including Forms 1040, 1065, 1120, and 1120-S (experience across all four return types is essential).
• Must be willing and able to prepare tax returns personally (not solely review or delegate deliverables).
• Strong working knowledge of QuickBooks Online and QuickBooks Desktop.
• Must be comfortable serving as the primary client point of contact, managing client relationships, negotiating fees, resolving service issues, and providing tax and business advisory guidance beyond tax preparation.
• Ability to advise clients on matters such as LLC versus partnership structuring and entity location decisions.
• Must work US Eastern-aligned hours to support client and team collaboration.
• Technology-savvy with proficiency in Microsoft Office tools.
• Familiarity with UltraTax and Onvio preferred.

Preferred Qualifications

• CPA designation strongly preferred.
• Mid- to senior-level US tax professional, with preference for candidates who have significantly more than five years of experience, including those with 15–20+ years of experience.
• Entrepreneurial, adaptable, and growth-oriented, with a desire to help shape and build the organization.
• Long-term commitment to the firm with interest in growing into broader leadership responsibilities.
• Nice-to-haves:
  • Experience in fund accounting, private equity, or hedge fund taxation (particularly candidates from firms specializing in these areas).
  • Big Four or large accounting firm background.
  • Experience managing client relationships while mentoring and overseeing internal team members.

Compensation & Benefits

• Permanent, full-time position.
• Compensation details are not specified in the provided description.

Location

• Work From Home
• Schedule: Monday to Friday with flexible start times.
  • Preferred schedule: 8:00 AM–4:00 PM EST
  • Earlier starts as early as 4:00 AM EST are also permitted

Industry

Accounting/Financial