Tax Director

**Position:** Tax Director

**Location:** Wakefield, MA

**Duration:** Full-time

**Salary:** DOE

**Description:**

The company is seeking a **Tax Director** with **7-10 years of experience** in **non-profit tax services** to join their team remotely. The role will involve overseeing the firms tax policies, ensuring compliance with tax statutes, managing tax returns, and minimizing tax obligations for clients. This position offers the opportunity to work with a variety of clients, including **high-net-worth individuals, estates, and trusts**, and requires a strong leader with **excellent interpersonal** and **client relationship management** skills.

**Key Responsibilities:**

• **Tax Planning & Compliance**: Provide tax planning and compliance services for **high-net-worth individuals**, **estates**, and **trusts**.
• **Multi-state Tax Filings**: Manage and perform **multi-state tax filings** and **tax accruals** for clients.
• **Client Portfolio Management**: Oversee a **portfolio of clients**, serving as a trusted advisor and providing **industry expertise**.
• **Team Management**: Lead and mentor engagement teams, **train** and **mentor tax associates**.
• **Tax Strategy**: Develop functional tax strategies, set objectives, and create budgets, policies, and procedures to support the firms infrastructure.
• **Compliance Monitoring**: Ensure compliance with applicable tax statutes, monitor reporting, and plan tax activities to minimize tax obligations.

**Qualifications:**

• **CPA certification** is required.
• **7-10 years of experience** in **non-profit tax services**.
• Excellent **interpersonal**, **communication**, and **client relationship management** skills.
• Strong **research** and **analytical skills**.
• Experience with **ProSystem fx Tax**, **BNA products**, and **CCH Intelliconnect** is desired.