Tax Director-Private Client Services(Hybrid)

Location: Mc Lean
Posted on: June 23, 2025

Job Description:

This Jobot Job is hosted by: Christie Bauer Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $180,000 - $250,000 per year A bit about us: We are a large accounting and consulting firm looking for a Private Client Services Director in the Tax Department. Why join us? Hybrid Work Schedule Annual Bonus & Raises PTO Benefits and more! Job Details Job Details: We are seeking a dynamic and passionate individual to join our company as a Tax Director-Private Client Services. The successful candidate will be responsible for managing and supervising a diverse client portfolio, providing strategic tax planning, consulting services and ensuring the accurate and timely filing of tax returns. Responsibilities: As a Tax Director-Private Client Services, your responsibilities will include but are not limited to: 1. Overseeing the preparation and review of tax returns for individuals, partnerships, and s-corporations. 2. Providing comprehensive tax planning and consulting services to our private clients. 3. Leveraging your expertise in CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, and XCM to optimize tax processes and strategies. 4. Developing and maintaining strong relationships with clients, providing exceptional customer service and becoming a trusted advisor. 5. Collaborating with our team of accountants and tax professionals to ensure the smooth operation of the tax department. 6. Managing fiduciary income tax matters and providing expert advice on complex tax issues. 7. Staying current with the latest industry trends, tax law changes, and best practices to provide the most effective and efficient services to our clients. 8. Working closely with private equity k1 and public accounting sectors to ensure compliance and maximize tax savings. Qualifications: The ideal candidate for the Permanent Tax Director-Private Client Services position will possess the following qualifications: 1. A minimum of 10 years in public accounting. 2. Experience with tax software including CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, and XCM. 3. Strong knowledge of tax laws and regulations related to individuals, partnerships, and s-corporations. 4. 5 years of supervisory experience 5. A Bachelor's degree in Accounting. A CPA designation or equivalent is highly preferred. 6. In-depth knowledge of hedge fund and private equity K1's. If you are a dedicated, ambitious, and tax-savvy professional looking for a challenging and rewarding role, we would love to hear from you. Apply today and take your career to the next level with our dynamic team. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: , Frederick , Tax Director-Private Client Services(Hybrid), Accounting, Auditing , Mc Lean, Maryland