Associate Director – Construction Tax Services

Dean Dorton•Cincinnati, OH

About The Position

Dean Dorton's tax team provides comprehensive solutions to clients, serving a wide variety of entity types and industries. The team partners with clients to meet their compliance requirements, while also providing crucial guidance and expertise to implement an overall tax strategy covering local, state, national, and international areas. The Associate Director – Construction Tax Services role focuses, leads, and manages a diverse portfolio of clients and engagements, with a primary focus on construction-related businesses. This role oversees workflow, ensures compliance with regulatory requirements, and provides strategic tax advisory services tailored to the construction industry. They serve as a leader within the firm, driving internal initiatives, representing the firm to clients and prospects, and contributing to business development activities, particularly within the construction sector. Additionally, they play a crucial role in mentoring and developing team members, fostering a culture of continuous learning, and maintaining a strong focus on client relationships and engagement performance. This role requires a balance of tax expertise, management, and strategic growth efforts, and is ideal for an experienced CPA who excels in tax expertise, leadership, and client relationship management.

Requirements

Bachelor’s degree required in accounting, finance, business, or related field.
Minimum of ten years of experience in a tax or tax-related technical role with significant experience serving construction or real estate clients preferred.
Extensive experience in leading teams, managing processes, and building a strong technical expertise.
CPA licensure required.

Nice To Haves

Significant experience serving construction or real estate clients preferred.

Responsibilities

Lead and manage client service teams and engagements, requiring a variety of tasks, that may include: Managing workflow of engagements, ensuring deadlines are met, including the collection and review of client information to complete client engagement tasks.
Reviewing prepared tax returns and workpapers, providing review comments as needed, to meet all regulatory and compliance requirements.
Developing a deep understanding of construction operations, including job costing, WIP schedules, bonding requirements, and project-based accounting.
Understanding clients’ business and operations – providing advisory and consultative services.
Connect with clients to foster relationships.
Researching complex tax issues, including revenue recognition methods, cost capitalization (UNICAP), and industry-specific deductions and credits.
Engaging in tax planning activities, identifying opportunities to minimize tax liabilities and optimize financial outcomes for clients.
Consulting with clients on tax implications related to entity structuring, mergers and acquisitions, joint ventures, and multi-state construction projects.
Interfacing with taxing authorities and assisting in gathering information for federal, state, and local tax audits, as needed.
Resolving client issues.
Signing tax returns.
As necessary, participating at any level of a tax engagement or project to ensure client and regulatory deadlines are met.
Communicate with clients throughout the year to maintain relationships and address significant issues.
Educate clients on tax law, regulatory, and compliance changes/requirements.
Assess overall risk and staffing needs for tax engagements.
Monitor staffing of client engagements to ensure proper leveraging standards are maintained.
Assess skill sets, strengths, and abilities to match team members with client engagements.
Monitor overall performance, including profitability, of client engagements.
Communicate effectively, setting clear expectations for team members and clients.
Obtain confidence and independence in making decisions and managing clients, that reduce client and firm risk.
Specialize in specific industries or niches, providing subject matter expertise and delivering team education.
Commit to continuous learning and professional development.
Create and champion the culture of the tax practice and the firm with team members.
Serve as a mentor, coach, and Career Advisor, participating in the development, growth, and training of team members.
Build personal connections with team members.
Serve as a leader for team members, assessing internal initiatives, processes, and procedures.
Evaluate success of internal programs.
Serve as the face of the firm, representing Dean Dorton to clients and prospects.
Manage the firm’s reputation in the market.
Begin accountability for firm growth activities, including responding to proposal requests and engaging in networking activities.
Ensure proper team staffing, including recruiting and interviewing candidates, that meets the needs of client engagements.
Oversee firm administrative tasks such as scheduling, billing, business development, recruiting, and training.
Lead or actively participate in tax and firm committees.