What are the responsibilities and job description for the Director of Tax & Advisory Services - Durham position at McConnell Jones?
Who we are
At McConnell Jones, we aim to be a catalyst for positive growth fostering an environment where unique perspectives come together to enhance client solutions. As the largest majority African American-owned and controlled public accounting firm in the U.S., we pride ourselves on the quality of our work, the tenure of our clients, and our own diversity—nearly two-thirds of our people are from an ethnically diverse background. The diversity of our people empowers the diversity of our client solutions, as captured by the firm’s tagline, Diverse Thinking | Unique Perspectives.
Our Mission: To foster an environment where unique perspectives come together to enhance client solutions.
Our Vision: To be a catalyst for positive growth through the power of diverse thinking.
Our Values: Creativity, Inclusion, Transparency, Accountability
What you will do
In this pivotal, hands-on leadership role, you’ll oversee our Durham office and drive local business growth, working closely with colleagues in our other tax practice locations and across the firm. McConnell & Jones is a dynamic firm with 160 employees and 7 offices, and our Durham team is primarily made up of tax professionals, with a few audit specialists. As the Director of Tax & Advisory Services, you’ll provide strategic direction, mentor local tax and audit teams, and be a visible leader for our office. Your focus will be on tax compliance, planning, and consulting for a diverse client base—including NFPs, consolidated C-Corps, partnerships, fiduciaries, multi-state entities and individuals. You’ll also play a key role in business development, expanding our presence in the local market.
If you’re a CPA with hands-on tax and review experience, a leadership mindset, and a commitment for small-office growth and culture, backed by the resources of a larger firm, we invite you to join us and become the face of our Durham office.
- Provide strategic direction and leadership to the tax team, ensuring high-quality deliverables and client satisfaction.
- Review and manage tax returns and planning projects; review compiled financial statements (Audit experience preferred, especially NFP, but not required if Tax experience is exceptional).
- Manage and monitor due dates for all client deliverables.
- Provide technical assistance to staff on complex tax compliance, planning, and accounting matters.
- Serve as a key advisor to clients, providing guidance on tax strategies, compliance, and regulatory matters.
- Assist as Co-Lead and/or provide technical and strategic support on CAS (Client Accounting Services) matters, to include managing complex CAS projects.
- Respond to IRS and state agency audits, inquiries, and tax notices.
- Manage office operations, including staff supervision, resource allocation, and workflow optimization.
- Actively participate in business development, including networking, client acquisition, and expanding the firm’s presence in the local market.
- Build and maintain strong relationships within Durham, Raleigh, and surrounding business communities.
- Lead, mentor, and develop staff; oversee recruiting, training, and performance management.
What you will need
- CPA license required and in good standing.
- Bachelor’s degree in accounting or related field.
- Minimum 8 years of progressive tax experience in public accounting or a similar environment, with at least 3 years in a supervisory or management role.
- Progressive CAS (Client Account Services) experience, or similar, with supervisory experience.
- Demonstrated experience in business development and office/practice management.
- Audit experience (preferably NFP) is a plus but not required for candidates with exceptional tax expertise and business development skills.
- Strong communication, leadership, and organizational skills.
- Proficiency in Microsoft Office, tax software (CCH, Ultratax, etc.), and accounting software (QuickBooks or equivalent).
What we prefer
- Local market knowledge and established community connections.
- Willingness to represent the firm at community and professional events.
What we offer
- Hybrid and remote (determined by position) work arrangements available.
- Stipend reimbursement for home office equipment, cell phone and home internet.
- Paid Time Off (PTO) is awarded each pay period.
- 11 paid company holidays with 3 floating.
- Medical plan with HSA employer contribution, Dental, Vision available 1st of the month after start date.
- Company paid Long Term Disability.
- Company paid Life Insurance.
- Paid Parental Leave.
- 401k with company match up to 4% and 100% vested from day one.
- CPA and professional license & certification bonus.
- CPA exam review benefit with Becker CPA.
- Certification Reimbursement for CPA, CIA, CFE, CISA.
- CPE paid for 40 hours per year.
- Paid Volunteer Time Off.
- Fitness center available to Houston office employees.
- Employee Referral bonus opportunities from $1,000 to $5,000 per hired referral.
- We are committed to helping you thrive. Our wellness programs offer comprehensive tools, resources, and support to ensure you can be your best self.