Tax Director
This role is the heart of the company. It involves leadership, guidance, and constant improvement.
This person is responsible for managing a team and guiding it to growth. For clients, setting and delivering on promises while looking to constantly improve the client experience/journey.
Must have the desire to keep improving.
APPLY HEREExperience
- 7 years consistent tax seasons with face to face client interaction
- 5 years management of 3+ people
License Requirements
- Active Enrolled Agent license (maintained a minimum of 8 years)
- Active CA CPA license (maintained a minimum 8 years)
Software Experience
- Lacerte Tax
- Intermediate Excel (calculations, Vlookup, pivot tables)
- Google: search, Docs, Sheets
- Karbon
Knowledge
- Management and Leadership
- High EQ
- Knows how to read W2s, 1099s, and other tax related forms
- Knows how to read tax returns - Form 1040, Schedule A, B, C, D, E
- Knows where complex tax forms belong on the tax return
- In depth knowledge of company stock options, ESPP, and RSUs
- In depth knowledge of business entities - C-corp, S-corp, LLC, Partnerships
Interpersonal Skills
- Leader
- Likable
- Team player
- Efficient
- Dedicated to work and helping people
- Can communicate openly and honestly
- Wants growth, progress, and improvement in self
- Communicate complex tax rules in an easy to understand way
- Able to train and lead an entire team to success
Accountability
- Sales and onboarding perfect clients
- Responsible for setting and achieving beyond what is promised
- Handles complex clients (unhappy, complaints)
- Train and improve all levels of team members
- Managing overall client relations
- Manage Tax Advisor, Sr. Tax Associate
- Responsible for overall team flow
- Client success and happiness