About The Position

This role is responsible for expanding the revenue of existing clients, short-term and long-term business planning, and managing all aspects of co-sourcing/outsourcing engagements. The Tax Director will serve as a key client contact, acting as a trusted business advisor, and ensuring quality control standards are met. This position involves direct interaction with clients and management of the engagement team, driving a team environment, and demonstrating support of management decisions to build a positive culture. Additional responsibilities will be assigned as needed.

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 in Accounting, Finance or related field
  • Comprehensive tax planning and consulting experience and demonstrated expertise in FATCA, CRS, Chapter 3 of the Internal Revenue Code, WHFPs, QIs, 871m or other withholding and reporting regimes
  • Market leading technical expertise of 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9 or CRS Self-Certifications)

Responsibilities

  • Expand revenue of existing clients
  • Responsible for short-term and long-term business planning
  • Manager all aspects of the co-sourcing/outsourcing engagement
  • Serve as key client contact; viewed as a trusted business advisor by clients
  • Ensure quality control standards are met
  • Direct interaction with clients and management of engagement team
  • Drive a team environment; demonstrate support of management decisions and builds a positive culture
  • Additional responsibilities as assigned
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