Tax Director - Private Client Services

Andersen • Dallas, TX

4d

About The Position

As a member of the Private Client Services practice, the Tax Director oversees and collaborates with multiple client service teams on engagements for a variety of clients, which may include wealthy families, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. The role includes ultimate responsibility for secondary review of complex federal and multi-state income tax returns; client relationship and engagement management; tax planning, consulting, and compliance; and developing team members. The Director also participates in firm initiatives and business development activities. Formal Private Client Services and on-the-job training covers legislative changes, wealth transfer techniques, charitable giving strategies, and buy/sell agreement planning.

Requirements

• At least 8 years of relevant work experience with an accounting firm, including at least 6 years of Private Client experience.
• An advanced credential allowing client representation before the Internal Revenue Service, such as CPA, JD, or EA.
• Demonstrated project management experience, strong organization skills, and the ability to multitask.
• Strong technical knowledge of complex Private Client tax issues.
• Proven leadership and strong interpersonal skills.
• Excellent written and verbal communication skills.
• High integrity and care to do the right thing.
• Excellent problem-solving and analytical skills.
• Proficiency with technology.

Nice To Haves

• Bachelor’s and/or Master’s degree in Accounting, Finance, Economics, or a related field (preferred).

Responsibilities

• Conduct secondary reviews of complex income tax returns, including federal and multi-state filings, and assume ultimate responsibility for them.
• Communicate actively with clients to manage expectations, provide excellent service, meet deadlines, and lead change efforts.
• Manage, develop, train, and mentor Associates, Senior Associates, and Managers, and assess performance for engagement reviews.
• Participate in and help lead local office and firm-wide initiatives.
• Plan, execute, direct, and complete tax projects.
• Provide tax planning, consulting, and compliance expertise; design and implement tax-planning strategies and manage engagements to budget.
• Participate in business development, including preparing proposals, presenting in webinars, and collaborating with other service lines on tax strategies for prospective and current clients.

Benefits

• Medical insurance coverage for employees and their families.
• Dental insurance coverage for employees and their families.
• Vision insurance coverage for employees and their families.
• Basic life insurance coverage for employees and their families.
• Eligibility to enroll in the firm’s 401(k) plan upon hire.
• 200 hours of paid time off annually.
• Twelve paid holidays each calendar year.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed