Managing Tax Director

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Position Summary

We are seeking an experienced and forward-thinking Managing Tax Director to lead our tax department with a focus on strategic direction, technical excellence, and operational effectiveness. This role is responsible for managing all tax-related functions including compliance, planning, risk management, and client advisory, while overseeing and developing a high-performing team. As a key member of the leadership team, the Managing Tax Director will also contribute to firm-wide initiatives and growth strategies.

Key Responsibilities

• Lead and manage the overall tax function including individual, corporate, partnership, and trust taxation.
• Oversee tax planning and consulting for clients across multiple industries and jurisdictions.
• Ensure timely and accurate tax filings in compliance with federal, state, and local laws.
• Serve as a strategic advisor to clients on complex tax matters including structuring, transactions, succession planning, and regulatory changes.
• Review and approve high-level tax returns and related documentation.
• Maintain deep technical knowledge of evolving tax laws and lead internal updates and training.
• Manage, mentor, and develop a team of tax professionals at all levels.
• Monitor and improve departmental workflows, procedures, and use of tax technology tools.
• Coordinate with external auditors, legal counsel, and tax authorities as needed.
• Support business development efforts by building client relationships and identifying new service opportunities.

Qualifications

• Bachelor’s degree in Accounting or Finance; Master’s in Taxation or JD preferred.
• CPA license required.
• 10+ years of progressive Individual tax experience, with at least 3 years in a senior leadership or director-level role.
• Strong technical knowledge of federal, state, and local tax laws and regulations.
• Proven experience managing a team and client relationships.
• Deep expertise in business taxation; experience with high-net-worth individuals is a plus.
• Proficiency in tax preparation and research software (e.g., CCH Axcess, UltraTax, ProSystem fx, BNA, etc.).
• Excellent analytical, leadership, and communication skills.
• Strategic thinker with a proactive, solutions-oriented mindset.

Preferred Attributes

• Previous experience in a public accounting firm or small to mid-sized tax advisory firm.
• Comfortable leading change and improving operational efficiencies.
• Strong presence and confidence in client-facing situations and team leadership.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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