Tax Director | Private Equity (Outsourcing)

CBIZ

3d•Hybrid

About The Position

The Tax Director will serve as the primary point of contact for private equity clients, building and maintaining strong client relationships. This role involves providing personalized tax planning and advisory services, developing and implementing comprehensive tax strategies, and staying current on tax law changes to ensure compliance and maximize tax efficiency. The Director will also lead a team of tax professionals, oversee workflow, and ensure timely and accurate delivery of tax services. Responsibilities include ensuring accurate and timely filing of tax returns, reviewing complex tax returns and financial statements, and coordinating with other departments. Additionally, the role involves identifying opportunities to expand the firm's private equity tax practice, participating in business development activities, and assessing and mitigating tax-related risks.

Requirements

Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs

Nice To Haves

Master's degree preferred in Accounting, Taxation or related field.
Extensive experience in tax planning and compliance, with a focus on private equity clients.
Strong knowledge of tax laws and regulations.
Excellent leadership and interpersonal skills.
Proven ability to manage and develop a team.
Exceptional communication and presentation skills.
Business development and client relationship management experience.

Responsibilities

Serve as the primary point of contact for private equity clients.
Build and maintain strong client relationships, understanding their financial goals and objectives.
Provide personalized tax planning and advisory services tailored to the unique needs of each client.
Develop and implement comprehensive tax strategies for private equity clients.
Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency.
Advise clients on various tax-related matters.
Manage and lead a team of tax professionals, including tax managers, senior tax consultants, and other staff.
Provide guidance, mentorship, and support to team members.
Oversee the workflow and ensure timely and accurate delivery of tax services.
Ensure that tax returns as well as related documents are prepared accurately and filed on time.
Navigate the complexities of clients’ tax strategies, challenges and provide solutions.
Review complex tax returns and financial statements.
Coordinate with other departments to gather necessary information for tax compliance.
Identify opportunities to expand the firm's private equity tax practice.
Participate in business development activities, including networking events and client presentations.
Work with the marketing team to develop promotional materials and strategies.
Assess and mitigate potential risks associated with tax planning and compliance.
Implement internal controls and best practices to ensure high-quality service delivery.