Tax Director

Overview

Position: Tax Director
Location: US – Milwaukee, WI – Remote
Reports to: Principal

This role oversees multiple client engagements and leads tax planning, tax consulting, and client compliance work from start to finish. The Tax Director also coaches and mentors tax and accounting professionals and contributes to business development and service delivery.

Responsibilities

• Oversee efforts across multiple client engagements, including supervising tax planning and tax consulting engagements while managing budgets.
• Manage client compliance engagements independent of the principals from start to finish.
• Build and maintain strong, long-term relationships with key client sponsors and an expanding client base.
• Consult with principals and business and individual tax clients on a range of tax matters.
• Develop people through supervising, coaching, and mentoring staff at all levels.
• Conduct performance reviews and contribute to performance feedback for staff.
• Support principals and senior leaders with generating new business opportunities, and building client networks and relationships.
• Understand service offerings and identify opportunities to better serve clients with comprehensive solutions.
• Contribute to people initiatives, including recruiting, retaining, and training professionals.
• Ensure professional development through ongoing education.
• Provide thought leadership and make insightful recommendations on complex issues using subject matter expertise.
• Maintain a significant track record of mentoring and coaching accounting and tax professionals.
• Articulate tax planning opportunities and recommendations to clients.
• Demonstrate an enthusiastic and cooperative partnership approach.

Requirements

• BA/BS degree in Accounting, Finance, or related field.
• 10+ years of current and progressive public accounting experience.
• 8+ years of experience leading high-performing teams, coaching, and mentoring staff.
• CPA certification.
• Prior leadership in a tax role in another public accounting firm.
• Proficient with computerized tax software and Microsoft Office.
• Strong client rapport and project management skills.
• Ability to manage projects independently of partners.
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
• Strong leadership, recruiting, training, and mentoring skills, with excellent verbal, written, and presentation skills.
• Ability to champion the firm and provide strategic direction.

Preferred Qualifications

• Strong background in partnership taxation.
• Proficiency in tax matters affecting real estate clients.

Compensation & Benefits

Salary range: $170,362.50 - $200,970.96 - $231,579.43

Final offer amount may vary based on factors including experience and geographic location. This range is not a guarantee of compensation.

Additional contract-related note: Compensation ranges for roles in the Government Services pillar are determined by contract with the specific government agency.

Benefits (examples):

• Flexible Time Off (FTO) policy; FTO activated on your first day.
• Paid holidays; strives to permit time off the last week of the calendar year when client and project work permits.
• Comprehensive wellness program.
• Flexible work arrangements.
• Health, dental, vision, life, and accident/death/disability insurance options.
• HSA employer contribution.
• Nine (9) paid holidays annually.
• Robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
• 401(k) with employer contributions.
• CPA bonus with four (4) paid exam days and four (4) paid study days.
• Tuition reimbursement.
• Generous employee referral bonus program.
• Client referral bonus program.
• Pet insurance.
• Volunteer program allowing up to four hours of paid time annually to volunteer in local communities.

Equal Opportunity

Equal Opportunity Employer M/F/D/V