Tax Strategic Director, CPA

Job not on LinkedIn

October 4

Apply Now
Logo of Edge Staffing

Edge Staffing

Recruitment • B2B • Human Resources

Edge Staffing is a national recruitment solutions provider that specializes in connecting qualified candidates with companies seeking to fill permanent and contract positions. With a focus on personalized service, Edge Staffing caters to both large corporations and small start-ups, fostering strong relationships with clients and applicants. Their team of experienced recruiters is dedicated to ethical practices and exceptional customer service, ensuring a successful match for job seekers and employers alike.

11 - 50 employees

Founded 2019

🎯 Recruiter

🤝 B2B

📋 Description

• A CPA and Consulting firm is looking for a forward-thinking Tax Director who can design and execute innovative tax strategies that maximize profitability, ensure compliance, and strengthen the financial health of the firm's clients. • The Tax Director will build and lead the firm's tax advisory function, ensure clients benefit from cutting-edge tax planning, compliance, and optimization strategies. • Lead tax planning for mergers, acquisitions, restructurings, and new program initiatives. • Advise executive leadership on the tax implications of strategic business decisions. • Lead client kickoff meetings with the Sales Team, establish strong relationships, set expectations as you assume ownership of accounts. • Oversee preparation and review of financial statements, reports, and analyses, ensuring accuracy, timeliness, and compliance with regulatory standards. • Lead quarterly client meetings to review performance, deliver feedback, and present strategic tax projections. • Supervise preparation and review of business and individual income tax returns; ensure accuracy and maximize tax efficiency. • Oversee and perform research on complex or unusual tax issues, delivering actionable strategies for clients. • Ensure client compliance with federal, state, and local tax laws and reporting requirements. • Identify and leverage supplemental payment programs, grants, and alternative funding models. • Partner with Finance, Legal, and Operations to align tax strategies with broader business objectives.

🎯 Requirements

• 7+ years of progressive tax experience, ideally in healthcare, financial services, or consulting. • Proven track record in strategic tax planning, compliance, and risk management. • Strong knowledge of federal and state tax regulations, with exposure to international tax a plus. • Accounting experience to be able to support accounting functions • Experience advising executive leadership on tax-related business strategy. • Experience managing remote teams. • CPA license or JD strongly preferred • CPA firm experience REQUIRED • Expertise in QuickBooks online and desktop, UltraTax, Excel/Google Sheets • Familiarity with CRM's or client portals • Experience with workflow/project tools (ClickUp, Asana, Trello, Monday) • Excellent analytical, organizational, and communication skills. • Bachelor’s degree in Accounting, Finance, or related field required • Prior leadership experience in a mid-sized firm or consulting environment; Big4 experience a plus

🏖️ Benefits

• 4 weeks PTO • Health, vision, and dental insurance • Retirement account with 3% company match • Remote work environment • Company issued laptop • Employee Discounts

Apply Now

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