Director, Tax - Financial Services

Description & Requirements

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.

What You Will Do :

• Guide a team in the preparation of income tax provision (ASC 740) calculations and reporting for public advisory clients
• Lead the planning and execution of tax compliance and advisory services for corporations (Forms 1120)
• Advise clients on technical financial services U.S. income tax concepts
• Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
• Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
• Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions
• Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships
• Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
• Delegate and oversee project tasks, ensuring timely and successful engagement delivery
• Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency
• Drive business growth through strategic planning, client retention, and proactive business development
• Expand firm visibility and opportunities by representing the firm at industry events and networking forums
• Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
• Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities

Minimum Qualifications :

Preferred Qualifications :

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