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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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