Summary
Join the rapidly growing team at Attivo Partners! We're seeking a dynamic Director of Tax to spearhead our new income tax division. As a key member of our team, you'll oversee multiple client engagements, deliver specialized tax advisory and compliance services, and play a vital role in shaping our firm's future.
Requirements
- Solid understanding of GAAP, CPA preferred
- Advanced Excel
- Experience with standard software solutions: QuickBooks Online, Xero, Netsuite, Bill.com, Gusto, Expensify, Carta
- Excellent written and verbal communication
- Strong analytical and problem-solving abilities
- Independent judgment and decision-making
- Ability to manage multiple projects/priorities at a time
- Professional curiosity & creativity
- Passionate desire to learn & for continuous improvement
- Proven market facing skills required to develop new business and sustain existing excellent client relationships
- Must have visibility and recognition within your industry specialization and in your local market
Responsibilities
- Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions
- Prepare and review of tax projections, tax work papers and tax returns, specifically, Federal and State tax returns
- Oversee and manage the tax return process including identification and resolution of tax issues
- Develop and establish policies, procedures, and set up technical infrastructure for preparing and processing tax returns
- Manage multiple tax engagements in a team environment and independently
- Identify potential opportunities for new and/or expanded client services
- Lead and manage engagements, including budgeting, billing and engagement economics
- Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively
- As the practice grows, mentor, train and manage staff accountants to meet deadlines and prioritize workload
- Engage in business development activities, preparing proposals, presenting in webinars, collaborating with other colleagues to present a comprehensive tax strategy to prospective and current clients
Benefits
- Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members)
- Participation in Flexible Spending Accounts
- 401(k)
- 3 weeks PTO
- Voluntary Life Insurance & Disability plans
- Work-from-home allowance
