This position is in North Carolina and is a hybrid role, so living locally is required.
Our client will offer a small relocation package ("pack & move") for qualified candidates.
~~~~~~~~~~~~~~~
Our client is a public trust company that has been providing wealth management services for almost 100 years. As a steward of multigenerational family wealth, our client serves its founding family, other compatible families, charitable trusts, and foundations with dedication and commitment.
They prepare individual, fiduciary, charitable, and partnership returns and make estimated tax payments for their clients and the accounts they manage.
Reporting to the Managing Director of Tax will lead the tax department, overseeing the preparation and filing as well as outsourced tax returns. This role requires a seasoned tax professional with a deep understanding of tax law, strong leadership and collaboration skills, and a commitment to delivering exceptional service to our clients.
Areas of Responsibility (including but are not limited to)
Develop and execute a comprehensive tax preparation strategy, including working closely with our outsourcing partner, to ensure the accurate and timely preparation and filing of approximately 1,000 federal and state individual, trust, estate, partnership, foundation, and gift tax returns while maintaining compliance with applicable laws and regulations.
Oversee financial reporting for approximately 25 Family LLCs.
Address and resolve income tax notices for federal and state jurisdictions, as needed.
Hire, lead, mentor and manage the tax team, providing guidance, training, and support.
Serve as a trusted advisor to clients, delivering expert tax advice and fostering strong client relationships.
Collaborate with client teams to develop tax planning strategies aimed at minimizing tax liabilities and maximizing financial outcomes.
Stay current with changes in tax laws and regulations, ensuring that our tax preparation processes and practices remain compliant and up to date.
Drive process improvements and efficiency initiatives within the tax department to enhance productivity and client service delivery.
Qualifications
Bachelor's degree in accounting, finance, or a related field; CPA or other relevant certification preferred.
Extensive experience (typically 10+ years) in preparation and compliance.
Prior managerial experience, demonstrating effective leadership and team management skills.
Excellent interpersonal skills, essential for collaborating effectively with colleagues, client teams, and clients.
A continuous desire to learn and embrace technological advancements in the field.
Strong problem-solving abilities and adeptness at multitasking in a dynamic environment.
Meticulous attention to detail, ensuring accuracy and consistency in work.
Proficiency in Microsoft Office suite; experience with QuickBooks, CCH Tax, and Workstream preferred.
Alignment with the company's core values of respect, excellence, commitment, creativity, integrity, and passion