Tax Director Private Client Services

Madison-Davis
  • NY, NY
  • Instant Apply
11 days ago

Job Description


ABOUT THE ROLE

A public accounting firm is seeking an experienced tax leader to serve privately held businesses and their owners. This opportunity is suited to a Senior Manager, Director, or Managing Director with deep expertise in partnership and S corporation taxation.

The role combines technical review, client relationship management, business development, and team leadership. An existing book of business is not required;candidates bringing a $1M $2M book may be considered at the Partner level.

RESPONSIBILITIES
  • Oversee tax compliance for privately held businesses and pass-through entities.
  • Review complex partnership and S corporation returns.
  • Review related individual, trust, and estate income tax filings.
  • Guide clients through multistate compliance and nexus considerations.
  • Advise on pass-through entity tax elections.
  • Review fixed-asset reporting and depreciation calculations.
  • Support resolution of IRS and state tax notices.
  • Build client relationships and identify new business opportunities.
  • Lead, mentor, and develop tax professionals.

QUALIFICATIONS
  • Active CPA license required;JD or LL.M. In Taxation preferred.
  • 10+ years of public accounting tax experience.
  • Experience serving privately held businesses and pass-through entities.
  • Currently a Senior Manager, Director, or Managing Director at a regional, national, or Big Four firm.
  • Strong technical expertise in partnership and S corporation taxation.
  • Extensive review experience with Forms 1065 and 1120-S, plus related Forms 1040 and 1041.
  • Knowledge of multistate compliance, nexus, and PTET elections.
  • Experience with fixed assets, depreciation, and tax notice resolution.
  • Proficiency with CCH Axcess, GoSystem, UltraTax, or comparable software.
  • Demonstrated ability to build relationships and develop business;no book required.
  • Experience leading and developing teams

Numbers & Facts

LocationNY, NY

Skills

  • Business Developmentunmatched
  • Certified Public Accountant (CPA)unmatched
  • Corporate Taxunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Depreciationunmatched
  • Fixed Assetsunmatched
  • Income Taxunmatched
  • Leadershipunmatched
  • Maintain Complianceunmatched
  • Mentoringunmatched
  • Private Client Servicesunmatched
  • Public Accountingunmatched
  • Sales Prospectingunmatched
  • State Taxunmatched
  • Tax Accountingunmatched
  • Tax Regulationsunmatched
  • Team Lead/Managerunmatched

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