Tax Director - CPA, EA

April 6

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

⏰ Full Time

🔴 Lead

💰 Tax

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Edge Staffing

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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.

Engineering • Staffing Services • Recruiting • Information Technology • Embedded Software

11 - 50 employees

Founded 2019

🎯 Recruitment

🤝 B2B

📋 Description

• CPA Firm is seeking Tax Director will lead a high-performing tax team, ensuring the effective implementation of tax strategies for high-net-worth individuals and businesses. • Team Leadership & Development: • Hire, train, lead, coach, and hold the tax team accountable. • Mentor junior staff to ensure they grow their skills and career. • Provide ongoing training and development for new and existing employees. • Offer real-time feedback and conduct weekly 1:1s with team members. • Foster a high-performance culture, motivating the team to stay productive and positive, especially during peak seasons. • Assign projects, review work, and ensure deadlines are met with proactive communication. • Conduct performance reviews and address conflicts as needed. • Lead client kick-off meetings with the Sales Team to establish strong relationships. • Ensure timely, proactive communication with clients throughout the tax cycle. • Tax Compliance & Advisory: • Oversee the preparation and review of business and individual income tax returns. • Lead research on complex tax strategies and issues outside of routine tax preparation. • Assist with responses to tax notices, liaising with taxing agencies as necessary. • Manage sales tax filings and reporting to the state. • Client Engagement & Consulting: • Run or attend quarterly client meetings to review financial performance, provide feedback, and discuss tax projections. • Review client business and personal income for quarterly estimated tax calculations and provide advisory services as needed. • Financial Reporting & Review: • Prepare and review financial statements, ensuring accuracy and compliance with regulatory requirements. • Assist with the month-end preparation of board financial statements and reconciliation of workpapers. • Additional Responsibilities: • Organize and maintain the tax database, ensuring all entries are recorded accurately in accounting & project management software platforms. • Implement tax reduction strategies and provide accounting support to the team as needed. • Perform other duties as assigned.

🎯 Requirements

• 8 years of Tax experience required with proven work experience as a Tax Senior/Tax Associate • 3 years of Accounting Experience Required • 2+ years leading a team of remote employees • CPA firm experience a must. • Accounting and payroll knowledge • In-depth knowledge of accounting principles, financial regulations, and tax laws. • Must be a licensed EA, or CPA • Proficient in Accounting Software (such as QBO, QBD) and Ultra Tax • Proven ability to lead, mentor, and motivate a team in a professional setting. • Strong background in compliance with local, state, and federal tax regulations. • Experience with Project Management Software such as Asana, Notion, Monday, ClickUp, a plus

🏖️ Benefits

• Health insurance • Vision • Dental • Life Insurance • Simple IRA - match 3% after a year; can contribute from Day 1 • Bonus - discretionary • PTO 38 hours of sick leave • 3 to 4 weeks of vacation - negotiable • Will provide technology, computer and phone