Director of Tax Services

Summary: Our client, a privately owned trust company and wealth management firm, is searching for a Director of Tax Services to join their team! The Director of Tax Services, under the leadership of the Managing Director of Tax Services, is responsible for overseeing tax compliance and proactive planning for client families. This role includes working with external CPA firms, preparing and reviewing tax filings, managing financial reporting, and responding to tax notices. This company offers comprehensive wealth management for multiple generations of families, charitable trusts, and foundations since 1928. They prepare individual, fiduciary, charitable, and partnership returns and make estimated tax payments for their clients. They also offer a collaborative and family-oriented work environment! 

 

Salary: $100,000 (possibly up to $110,000 for a strong fit) + bonus

Location: Greensboro, NC

Schedule: Hybrid flexibility, standard work hours! (2 Days REMOTE, 2 Days Onsite)

Environment: Tight-knit team; don’t track billable hours

 

Responsibilities:

• Collaborate with the Managing Director of Tax Services to oversee the outsourcing of approximately 1,000 tax returns to an external CPA firm.
• When appropriate, review or prepare certain returns in-house, including federal and state filings for individuals, trusts, estates, partnerships, foundations, and gifts.
• Work alongside client teams to develop and present proactive tax planning strategies.
• Maintain a center of excellence by providing expertise, client-facing materials, templates, and resources for client teams.
• Oversee financial reporting for approximately 25 Family LLCs.
• Respond to income tax notices for federal and state jurisdictions as needed.
• Lead internal process improvements within the tax department and manage their effective implementation.
• Support business development efforts through referrals and introductions from current clients and industry influencers to bring in new clients

 

Qualifications:

• Bachelor’s degree in accounting or finance; CPA or EA preferred.
• 4+ years of tax preparation experience. 
• Proficiency in MS Suite, CCH Axcess, CCH TrustUS, and QuickBooks preferred. 
• Excellent interpersonal skills with keen attention to detail.

 

Category Code: JN001, JN005