Lucida is a full-service accounting firm offering an array of business services with 4 locations and 100 employees. We are a member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts. We specialize in assisting closely held companies including healthcare, real estate, construction, manufacturing, artists, service companies, securities and more. Our mission is to provide superior customer experience, helping clients navigate tax complexities in both their business and personal lives. We aim to offer a collaborative environment to spur innovative tax concepts and strategies.

As business tax director, you will oversee the business tax department as they prepare and file federal and state(s) business and other related tax forms. You will manage the department, provide clients with tax guidance and planning, and assist with various research projects throughout the year. We serve a wide variety of industries including but not limited to: real estate, construction, manufacturing, and service industries.

Job Goals:

• Strategically plan business tax department financials and staffing to meet company goals.
• Ensure a positive employee experience and role success.
• Establish business tax department processes to ensure positive client outcomes including timely and accurate results.

Supervisory Responsibilities:

• Interviews, hires, and trains department employees.
• Oversees the daily workflow of the department.
• Provides constructive and timely employee feedback and performance evaluations.
• Handles discipline and termination of employees in accordance with company policy.

Responsibilities

• Meet goals set by president including financial targets, operational targets, employee performance.
• Oversee the preparation and review business and individual tax returns.
• Research business tax issues as needed.
• Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
• Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Proactively identify and communicate opportunities for client and firm process improvements to enhance efficiencies based on knowledge gained relative to each client's operations, processes, and business objectives.
• Work directly with firm leadership regarding oversight of the Business tax team.
• Evaluate Business tax team member performance and participate in fostering team members' growth.
• Lead Business tax team trainings and assist in identifying need areas for training.
• Perform other related duties as assigned.

Required Skills/Abilities:

• Expert knowledge of general business taxation.
• Strong organization skills as well as verbal and written communication skills.
• Strong analytical and problem-solving abilities.
• Ability to problem solve and oversee completion of multiple engagements in a deadline driven environment.
• Proficiency with the Microsoft Office Suite and tax software.
• Ability to train staff of all levels in a variety of skill areas.

Qualifications

• Bachelor’s degree required
• CPA – required
• At least 10 full busy seasons worked in the tax profession – helping to prepare and review individual and business tax returns.
• At least 5 years of people leadership experience.
• Experience with Thomson Reuters CS Professional suite preferred