Tax Director - Private Client Services

Overview

A growing accounting and advisory firm is seeking a Tax Director to join their Private Client Services (PCS) practice. This role offers the opportunity to work in multiple office locations and requires a professional who thrives in a dynamic environment and is committed to delivering exceptional client service.

Responsibilities

• Review tax projections, workpapers, and tax returns, specifically Federal and State Individual and Fiduciary tax returns
• Oversee and manage the tax return process, including identifying and resolving tax issues
• Apply knowledge of corporation and partnership accounting and tax concepts
• Mentor, train, and manage staff accountants to meet deadlines and prioritize workload
• Manage multiple tax engagements both independently and within a team environment
• Identify potential opportunities for new or expanded client services
• Lead and manage engagements, including budgeting, billing, and engagement economics
• Maintain a highly proactive approach to serving clients

Requirements

• Bachelor’s degree in Accounting or equivalent field
• Certified Public Accountant (CPA) designation
• Minimum of 10 years of work experience in tax compliance, specializing in individual, fiduciary, estate, and gift taxation
• Public accounting experience

Preferred Qualifications

• Master’s degree in tax or equivalent field

Compensation & Benefits

• Flexibility to manage workdays supporting work/life balance
• Opportunity to be part of one of the largest and fastest growing accounting and advisory firms
• Culture recognized with multiple "Places to Work" awards

Location

Preferred location: Iselin

The organization is an equal opportunity employer and does not discriminate based on veteran or disability status or any protected characteristics under federal, state, or local law.