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Tax Director – Estate and Trust Tax

All, Finance

Bremerton, WA

Location: Bremerton, WA | Schedule: Full-time, Hybrid (home and office) | Compensation: Not specified

Overview

A well-established and highly profitable regional CPA firm is seeking a Tax Director to join its growing team. This role offers a clear path to partnership and the opportunity to serve as a subject matter expert in estate and trust tax, guiding both staff development and high-level client service.

What you'll do

  • Perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity
  • Serve as a subject matter expert in estate and trust tax
  • Assume full responsibility for larger tax returns and delegate to tax preparers as needed
  • Participate actively in client meetings and tax planning efforts, assisting the A&A Department with larger clients
  • Assume client service responsibility for clients handled by Tax Managers or delegated by Partners
  • Communicate important tax developments affecting firm clients to appropriate personnel
  • Delegate and manage governmental tax examinations; may represent clients before taxing authorities
  • Ensure accurate and timely billing and collection processes
  • Maintain complete knowledge of the firm's philosophy and positions on tax matters
  • Stay current on economic and political trends that could affect tax legislation or the business climate
  • Prepare additional reports and projects as requested by partners
  • Research and evaluate tax preparation and tax research software for recommendation to partners
  • Participate in firm practice development through referral sources, community, and industry activities
  • Travel occasionally for work at clients' offices, meetings, and seminars
  • Work occasional overtime throughout the year, with heavy overtime (potentially exceeding 55 hours per week) required from January 1 to April 15
  • Develop, coach, and train seniors, semi-seniors, and staff accountants
  • Understand the qualifications of all Tax staff members to guide their training and development
  • Participate in reviews and evaluations of the tax department

Required qualifications

  • Seven to ten years of experience in public accounting, demonstrating proven progression in tax complexity, scope, and research
  • At least two (2) years of experience representing clients before taxing authorities
  • Minimum one (1) year of experience supervising and directing the work of tax preparers, with an emphasis on estate and trust taxation
  • Bachelor's degree in accounting required
  • Minimum of forty hours of continuing education required each year to maintain and develop technical and business skills
  • A current and valid CPA license is required
  • Must be a member in good standing with the American Institute of CPAs

Preferred qualifications

  • Generalist tax experience including exposure to estate and trust tax issues preferred
  • Master's degree in taxation preferred

Compensation and benefits

  • Excellent benefits including large potential bonuses
  • 5% employer contribution to 401K program
  • Fast track to Partnership
  • Reasonable work-life balance

Why this role

This position offers a fast track to Partnership at a well-established, highly profitable regional CPA firm, along with excellent benefits, large potential bonuses, and a 5% employer 401K contribution.

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