Tax Director

Leominster, MA (On-site or Hybrid)

Reagan & Company, PC, founded in 1950, is a full-service CPA firm serving individuals, families and closely-held businesses. With a legacy and reputation spanning more than 75 years of excellent client care, we offer a comprehensive range of services, including tax planning, preparation, and compliance for individuals and businesses, alongside accounting, financial reporting and business consulting. Through a blend of in-person and virtual support, clients benefit from tailored solutions  to optimize their financial lives and minimize tax liabilities. Ranked as one of the largest CPA firms in Central Massachusetts by the Worcester Business Journal, Reagan & Company is committed to excellence and high professional standards.

Our mission is to help our clients navigate a complex, ever-changing tax landscape, with insight, clarity and confidence, so they can sleep well at night knowing their tax matters are taken care of.

This is a full-time Tax Director role, on-site or hybrid, reporting directly to ownership, and based in Leominster, MA. The Tax Director oversees tax planning, compliance, and problem solving for a diverse client base, ensuring adherence to current tax laws and regulations. The role combines technical review, client advisory, project management, and team leadership, and is well suited to an experienced professional who wants both substantive client work and a hand in developing the next generation of our team and our tax tech stack.

For the right person, this role offers a genuine path toward equity and partnership over time.

•     Review and sign on behalf of the firm individual, business, fiduciary tax, gift and occasional estate tax returns, including multi-state returns, while ensuring technical quality and timeliness

•     Develop and implement tax planning strategies to minimize client liabilities and surface new opportunities

•     Manage tax engagements and projects, including scheduling, workflow, and deadline monitoring

•     Research and interpret federal, state, and local tax issues, and communicate conclusions clearly to clients and staff; stay current on tax law changes

•     Represent clients before the IRS and state tax authorities on notices, audits, and other matters

•     Advising on complex tax situations and scenarios

•     Build and maintain strong client relationships, serving as a trusted year-round advisor

•     Mentor, train, and review the work of staff and senior accountants, supporting their professional growth

•     Business development opportunities, with origination credit related compensation

•     CPA certification required, along with a bachelor’s degree in Accounting, Finance, or a related field; Masters of Science in Taxation a plus

•     6 years of recent public accounting experience, including review and client-relationship responsibility

•     Deep tax compliance and planning experience, ensuring filings adhere to federal, state, and local regulations, as it relates to individuals, S and C corporations, partnerships, estates and trusts

•     Strong understanding of tax law hierarchy and its application to diverse client scenarios

•     Ability to analyze and interpret complex tax regulations and apply them effectively

•     Excellent communication, client service and team relationship skills; ability to distill complex tax topics to relay to clients

•     Proficiency in managing multiple engagements and competing projects and deadlines

•     Ability to lead and mentor team members, with a commitment to fostering professional development and growth in others

Our tech stack includes:

·      Lacerte

·      TaxDome (workflow, client portal and communication tool)

·      Actively investigating AI tools

Familiarity with these tools is a plus, but not required.

Compensation

Our team members are our only asset and we believe in compensating fairly and well. Compensation will be commensurate with experience and skills. Additional benefits include:

·      Health insurance

·      401(k) plan with firm contribution

·      Flexible and hybrid work options

·      Generous PTO

·      Continuing education and training

·      Life and disability insurance

Important note: We are unable to provide visa sponsorship for this position.

Reagan & Company, PC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.