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.   
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                      Must have the desire to keep improving.  

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EXPERIENCE

• 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
• 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 - margin interest, foreign tax credit, backdoor Roth IRA conversion, AMT, AMT credit.
• Knows details of Schedule C and E including aspects of depreciation, home office, mileage, hiring dependents, etc.  
• 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 - verbally, written, and visual.  
• Able to train and lead a entire team to success
• Able to improve individuals 

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
• Create clear understanding and visuals
• Managing overall client relations
• Managing flow
• Manage Tax Advisor, Sr. Tax Associate
• Responsible for Tax Advisor's work
• Responsible for Sr. Tax Associate's work
• Responsible for overall team flow
• Client success and happiness

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