What are the responsibilities and job description for the Director, Tax Advisory Services position at Prestige Staffing?
JobID: 49787
Director, Tax Advisory Services
Location: Athens, GA (Hybrid)
Summary:
Unique leadership opportunity for a seasoned tax professional to oversee and elevate tax advisory and compliance services within a dynamic wealth management environment. The Director, Tax Advisory Services, serves as a technical expert and strategic leader, guiding the delivery of comprehensive tax planning and compliance solutions for a diverse client base. This role emphasizes the integration of wealth management and tax advisory services, fostering growth, practice evolution, and high-quality client outcomes. Ideal for professionals seeking to leverage their technical expertise in a collaborative setting focused on professional development and impactful client service.
Requirements:
Director, Tax Advisory Services
Location: Athens, GA (Hybrid)
Summary:
Unique leadership opportunity for a seasoned tax professional to oversee and elevate tax advisory and compliance services within a dynamic wealth management environment. The Director, Tax Advisory Services, serves as a technical expert and strategic leader, guiding the delivery of comprehensive tax planning and compliance solutions for a diverse client base. This role emphasizes the integration of wealth management and tax advisory services, fostering growth, practice evolution, and high-quality client outcomes. Ideal for professionals seeking to leverage their technical expertise in a collaborative setting focused on professional development and impactful client service.
Requirements:
- Bachelor’s degree in Accounting or Finance; Master’s degree preferred (MST, MBT, MSA)
- Active CPA license
- 5 to 8 years of tax experience
- Strong knowledge of the tax code and technical accounting principles
- Excellent communication and interpersonal skills
- Proficiency in MS Office applications
- Ability to handle confidential information with discretion
- Lead and deliver comprehensive tax planning services, including review, preparation, and filing for individuals and entities such as corporations, partnerships, estates, and trusts
- Build and manage a dedicated tax team to meet client demand and maintain service quality
- Collaborate with Investment Advisors to review client tax situations and identify planning opportunities
- Participate in client meetings to support complex tax strategies and client education
- Engage in wealth management business development initiatives
- Develop and deliver internal training on tax topics, legislation updates, and client FAQs to enhance team expertise
- Ensure adherence to quality standards and continuous practice improvement
- Competitive salary with growth potential
- Opportunity to work in a collaborative, client-focused environment that emphasizes professional development and knowledge sharing
- Chance to influence the evolution of tax advisory services within a wealth management platform
- Supportive leadership and a collegial team atmosphere
- Hybrid position with occasional travel for client or professional development needs