Tax Director

Ascend Partner Firms•Orlando, FL

1d•Hybrid

About The Position

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com . Elevate your career at Saltmarsh! Saltmarsh is looking for an experience Tax Director to their growing Orlando office. As a Tax leader at Saltmarsh, you will lead and manage all phases of business (1120, 1120S, 1065) and individual client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. If you're passionate about excellence and looking to take your career to the next level, this role is for you.

Requirements

Bachelor's degree in accounting, finance, or related field
CPA
5-10 years of tax prep & review experience
Excellent project management, analytical, interpersonal, and communication skills
Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
A strong desire toward career advancement and goal toward future firm ownership
Strong background in individual taxation
Consultative/Advising Experience
Proficiency in: CCH Axcess Tax Microsoft Office Suite

Responsibilities

Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
Act as primary client point of contact for the firm.
Identify opportunities for value added services for clients by staying abreast of their business needs.
Review and confirm assignment objectives, scope, and work plan with client.
Resolve work product issues using firm resources.
Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
Coach and mentor staff to assist with enhancing their skills and further develop their career.
Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
Support the partner team in the development and planning of strategy, objectives, and budgets.
Prepare and/or review monthly client bills.
Anticipate, identify, and resolve complex tax-technical issues.
Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.