Salary & Benefits: $80,000 - $110,000 base salary Bonus opportunities Comprehensive health, dental, and vision insurance 401(k) plan with company match Paid time off and holidays Professional development opportunities Job Summary: The Tax Operations Director will lead and optimize the firms tax services, ensuring seamless processes, regulatory compliance, and exceptional client service. This role involves managing tax planning and preparation, coordinating with financial advisors, and driving strategic initiatives to enhance the firm's tax-related offerings. The ideal candidate must hold an Enrolled Agent license and either a CFP (Certified Financial Planner) or CPA (Certified Public Accountant) designation . Key Responsibilities: Lead and manage the tax operations team, fostering a culture of excellence and collaboration. Oversee tax planning, preparation, and filing processes for individual and business clients. Ensure full compliance with federal, state, and local tax regulations. Develop and implement policies and procedures to streamline tax operations and improve efficiency. Collaborate with financial advisors to integrate strategic tax planning into comprehensive wealth management services. Stay updated on tax law changes and proactively advise the team and clients on potential impacts. Build and maintain strong client relationships, addressing inquiries and providing strategic tax advice. Monitor key performance indicators, driving continuous process improvements and growth opportunities. Qualifications: Enrolled Agent (EA) license required CFP (Certified Financial Planner) or CPA (Certified Public Accountant) designation required Bachelors degree in Accounting, Finance, or a related field (Masters degree preferred) Minimum of 7 years of experience in tax operations, ideally within a wealth management or financial services firm Strong leadership and team management skills In-depth knowledge of tax codes, regulations, and compliance requirements Excellent analytical, organizational, and communication abilities Proficiency in tax software and financial planning tools About the Company: Our client is a premier financial services firm committed to delivering personalized wealth management solutions. With a reputation for integrity, innovation, and client success, they empower individuals and businesses to achieve their financial goals through expert advice and customized strategies Crawford Thomas Recruiting
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...like something you are interested in, we encourage you to apply.At Fresh Tax Solutions, we're looking for passionate, driven Enrolled Agents or Tax Attorneys to join our ever-expanding team! We pride ourselves on being the BEST tax firm, dedicated to changing our clients...
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