Tax Director

Overview

A Tax Director position is available for a US-based role in Milwaukee or remote. This leadership role involves overseeing multiple client engagements, managing tax planning and consulting, and building strong client relationships. The role reports to the Principal and requires significant experience in public accounting and tax leadership.

Responsibilities

• Oversee multiple client engagements, including supervising tax planning and consulting, managing to budget.
• Independently manage client compliance engagements from start to finish.
• Build and maintain long-term relationships with key clients.
• Consult with principals and clients on various tax matters.
• Supervise, coach, and mentor staff at all levels.
• Conduct performance reviews and provide feedback.
• Assist senior leaders with business development and client network growth.
• Identify opportunities to serve clients with comprehensive solutions.
• Participate in recruiting, retaining, and training professionals.
• Ensure ongoing professional development through education.
• Provide thought leadership and recommendations on complex tax issues.
• Mentor and coach accounting and tax professionals.
• Clearly articulate tax planning opportunities and recommendations.
• Demonstrate a cooperative partnership approach.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum 10 years of progressive public accounting experience.
• At least 8 years of experience leading, coaching, and mentoring teams.
• CPA certification required.
• Prior leadership experience in a tax role at a public accounting firm.
• Strong background in partnership taxation preferred.
• Proficiency in tax software and Microsoft Office.
• Strong client rapport and project management skills.
• Ability to manage multiple engagements and priorities in a fast-paced environment.
• Excellent leadership, recruiting, training, verbal, written, and presentation skills.
• Ability to provide strategic direction and champion the firm.

Additional skills:

• Servant leadership focused on employee engagement and development.
• Solutions-oriented mindset.
• Strong collaboration and relationship-building skills.
• Integrity and trustworthiness.
• Ability to influence and gain support for initiatives without formal authority.

Compensation & Benefits

• Midpoint salary range: $188,000 (subject to variation based on experience and location).
• Flexible Time Off (FTO) policy effective from day one.
• Paid holidays including time off during the last week of the calendar year when possible.
• Comprehensive wellness program with rewards.
• Flexible work arrangements.
• Health, dental, vision, life, and accident/disability insurance options.
• Health Savings Account (HSA) employer contributions.
• Nine paid holidays annually.
• Paid Parental Bonding Leave for birth, adoption, and foster care.
• 401(k) plan with employer contributions.
• CPA bonus program including paid exam and study days.
• Tuition reimbursement.
• Employee and client referral bonus programs.
• Pet insurance.
• Paid volunteer time for community service.

Location

• US-based, Milwaukee or remote work options available.