Senior Tax Director

Equiliem
United States, North Carolina, Winston-Salem
Remote Worksite (Show on map)
Apr 02, 2025
Key Responsibilities: Oversight, preparation, and filing of client tax returns. Assist clients with amended or corrected tax filings. Create, update, and implement tax plans on behalf of clients including withholding strategy advice. Communicate tax plan optimization plans with financial advisors. Oversee internal financial operations and accounting, including delegation to support staff. Perform tax planning and strategy research and conduct tax projection planning for Timonier clients. Create and execute processes within systems for tax return preparation and filing. Communicate with clients to set reasonable expectations for tax completion timelines. Conduct mid-year and end-of-year evaluations of processes and implement improvements. Maintain and improve upon current systems and automation capabilities. Qualifications: Active CPA designation with the state of North Carolina or reciprocity state. Extensive experience with tax planning, preparation, and tax strategy. Strong leadership and mentorship skills. Excellent communication and interpersonal skills. Ability to work collaboratively in a team environment. Softwares include CCH Axcess, QuickBooks, SafeSend, Bill.com, Excel, and Canopy. #ZR