Director of Tax

CPA Solutions

Remote

About Us:

We are a unique, business-to-business tax services firm specializing in providing high-quality tax preparation and advisory services to elite tax advisory and family office firms. We don't work directly with clients instead, we operate as a concierge service, partnering with top-tier firms around the world to help them deliver exceptional tax solutions for their high net worth (HNW) and ultra high net worth (UHNW) entrepreneurs.

What sets us apart? We leverage cutting-edge technology to streamline tax return preparation and review, focusing on complex, multi-entity, multi-state, and international trust, individual, and entity tax returns for clients with intricate financial structures. Our goal is to make the tax process smoother, faster, and more accurate while maintaining the highest standards of service.

The Opportunity:

As our Director of Tax, you'll lead a highly skilled team to manage the preparation and review of complex tax returns. You'll be responsible for ensuring the efficient collaboration of onshore and offshore teams to produce superior results. This is an exciting opportunity to step into a leadership role with significant upside including equity or profit-sharing potential while helping to shape the future of a forward-thinking CPA firm.

Key Responsibilities:

Lead and manage a hybrid team (onshore and offshore) to deliver 5,000 high-quality tax returns for HNW and UHNW clients with multi-entity and multi-state filings.

Utilize UltraTax CS, Accounting CS, SurePrep, Planner CS, Fixed Assets CS, and other Thomson Reuters tools to streamline tax preparation and planning.

Oversee the use of advanced technology to gather source documents, manage tax return preparation, conduct A2 level reviews, and collaborate with customer tax managers for final review.

Ensure e-file signatures are gathered and returns are filed accurately and on time.

Build and mentor a high-performing tax team, fostering growth and continuous improvement.

Collaborate with internal and external stakeholders to deliver exceptional client experiences.

Play a key role in refining and enhancing our tax processes, leveraging technology for efficiency.

Achieve a 55-65% Gross Margin or higher

Explain the business to prospective customers after they've been screened by the VP of Revenue.

What We're Looking For:

Experience: Minimum 10 years of experience in tax, with a focus on high net worth entrepreneurs with a lot of complexity. Previous experience managing hybrid teams is essential to deliver on profitability goals.

Technology Skills: Expertise with Thomson Reuters applications (UltraTax CS, Accounting CS, SurePrep, Planner CS, Fixed Assets CS) is required.

Leadership: Proven track record of leading, managing, and developing high-performing tax teams.

Qualifications: CPA required. Additional credentials such as an MST or JD/LLM in Taxation are a plus.

Strategic Mindset: Ability to think strategically and implement efficient tax solutions for complex client needs.

Communication Skills: Strong interpersonal skills and the ability to communicate effectively with internal teams and external partners.

Why Join Us?

Unique Upside: In addition to competitive compensation, this role offers equity or profit-sharing opportunities, giving you a stake in the success of our firm.

Innovative Culture: We pride ourselves on staying ahead of the curve with our use of technology and streamlined processes.

Hybrid Work Environment: Enjoy the flexibility of working both remotely and in-office as needed.

Elite Clientele: Work on challenging, complex tax returns for some of the most successful entrepreneurs and family offices in the world.

Professional Development: Opportunities for growth and leadership in a dynamic, expanding firm.

The Application Process:

1. Submit your application and resume.

2. Initial interview (30 minutes).

3. Skills and personality assessments.

4. Technical interview focusing on Thomson Reuters products.

5. Final panel interview.

6. Offer with potential for equity/profit sharing.

If you're a visionary tax professional with a passion for complex returns, team leadership, and leveraging technology, we'd love to meet you!