Director, Tax

About the Company:

Anderson Advisors is a nationally recognized business advisory firm serving entrepreneurs, business owners, investors, and high-net-worth individuals. Through a broad suite of entity formation, asset protection, tax, estate planning, and business advisory services, we help clients build, protect, and grow their wealth.

As the organization continues to scale, we are investing in operational excellence, leadership depth, and organizational maturity to support sustainable growth while maintaining the entrepreneurial culture that has fueled our success.
 

Job Purpose:

To lead and oversee the Tax department, ensuring the delivery of high-quality services to clients. This role involves strategic planning, managing tax managers and other leaders, developing innovative solutions, and maintaining strong client relationships. The Director will act as a key leader in driving the success and growth of the department.

Key Responsibilities:

Leadership and Strategy:

• Provide strategic direction and leadership for the Tax department.
• Develop and implement departmental goals and objectives aligned with the company's vision and strategy.
• Oversee the performance of managers and ensure departmental goals are met.
• Responsible for tracking and optimizing departmental metrics, such as turnaround times, realization rates, and preparer-to-reviewer efficiency.

Client Relations:

• Build and maintain strong relationships with key clients.
• Ensure exceptional client service and satisfaction.
• Act as a senior point of contact for resolving complex client issues.

Team Management:

• Lead and develop managers within the Tax department.
• Foster a culture of continuous improvement and professional development.
• Create development plans, track progress, and recognize achievements.

Operational Excellence:

• Oversee the development and implementation of efficient processes and best practices.
• Ensure compliance with all relevant tax laws and accounting standards.
• Design and enforce standardized quality control processes to maintain accuracy across a high volume of returns.

Financial Management:

• Manage the Tax department within approved budgets and financial targets.
• Develop and implement strategies to achieve financial goals.
• Monitor and control expenses to ensure cost-effectiveness.

Process Improvement:

• Identify opportunities for improving departmental processes and systems.
• Implement innovative solutions to enhance efficiency and service quality.
• Lead problem-solving initiatives and guide teams through complex issues.

Conflict Resolution:

• Manage significant conflicts within and across departments.
• Develop and implement conflict resolution processes.
• Coach others on effective conflict management techniques.

Compliance and Risk Management:

• Ensure adherence to regulatory requirements and company policies.
• Identify and mitigate risks associated with tax services.
• Maintain high standards of ethical behavior and integrity.

Collaboration and Communication:

• Communicate complex ideas clearly and persuasively to various stakeholders.
• Lead collaborative efforts across teams and departments.
• Manage difficult conversations with tact and diplomacy.

Additional Duties:

• Perform all other duties as assigned by the Senior Executive Team to support the overall objectives of the organization.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
• Active CPA or EA certification required.
• Minimum 10 years of experience in tax and accounting services with at least 3 years in a leadership role overseeing tax teams or managers
• 5 years experience in CPA/Public Accounting firm with high-volume production
• Proven experience in strategic planning and execution.
• Strong understanding of tax laws and accounting principles.
• Excellent leadership, communication, and interpersonal skills.
• Ability to manage multiple priorities and work in a fast-paced environment.
• Proficiency in tax and accounting software, including CCH, QuickBooks, and other relevant tools.

Preferred Qualifications:

• Master’s degree in Accounting/Finance preferred.
• Additional certifications or coursework related to advanced tax strategies or financial management.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Team Efficiency: Timely completion of tax tasks and projects.
• Financial Performance: Achievement of departmental financial goals and budget management.
• Accuracy: Ensuring accuracy in tax processes and deliverables.