Company Profile:
Our client provides high quality professional and personalized tax preparation, accounting, and bookkeeping services for individuals, businesses, and non-profits at reasonable rates. The company is a fast-growing medium-sized accounting firm serving clients throughout the United States, with a Philippines-based accounting team of nearly 30 professionals that continues to expand.
Overall purpose and responsibilities of the role:
The Director, US Tax & Accounting will be responsible for preparing and reviewing standard US tax returns, including individual (1040), partnership (1065), S-Corporation (1120-S), and C-Corporation (1120) returns. The role also involves managing client relationships, providing tax compliance support, using QuickBooks for accounting-related tasks, and training junior staff. Experience with estate tax (1041), nonprofit tax (990), and employee benefit plan returns (5500) is an advantage but not required.
Duties & Responsibilities:
- Provides review, management, and thorough final detail review of tax returns for individuals, partnerships, and corporations.
- Prepares tax returns when not reviewing or managing returns.
- Provides tax projections, planning, and handles tax notices.
- Manages professional accounting and bookkeeping services primarily using QuickBooks.
- Provides light oversight of bookkeeping and QuickBooks-related activities.
- Serves as a firm Tax Partner and primary point of contact.
- Manages client relationships and support staff.
- Acts as a trusted year-round advisor to clients.
- Helps streamline operations and trains staff.
- Mentors and upskills junior team members.
- Provides leadership with broader strategic responsibilities developing over time.
- Advises business owners on tax compliance and financial matters.
- Tracks deliverables and identifies advisory opportunities.
- Supports development of overseas-based client-facing leadership.
Critical Skills & Experience:
- Bachelor’s degree in Accounting or advanced degree preferred.
- Minimum 5 years of US tax experience.
- Hands-on experience preparing and reviewing Forms 1040, 1065, 1120, and 1120S.
- Strong working knowledge of QuickBooks Online and Desktop.
- Comfortable managing client relationships and providing advisory guidance.
- Ability to advise on LLC vs partnership structuring and entity location decisions.
- Must work US Eastern-aligned hours.
- Proficient in Microsoft Office.
- Familiarity with UltraTax and Onvio preferred.
Ideal Candidate Profile:
- Mid- to senior-level US tax professional, preferably with 15–20+ years experience.
- Entrepreneurial, adaptable, growth-oriented.
- Interested in long-term commitment and leadership growth.
Nice-to-Haves:
- Experience in fund accounting, private equity, or hedge fund taxation.
- Background in Big Four or large accounting firms.
- Experience managing client relationships and mentoring teams.
- CPA designation strongly preferred.
Job type: Permanent
Employment type: Full-time
Schedule: Monday to Friday, flexible start times (preferred 8:00 AM–4:00 PM EST, earlier starts allowed)
Location: Work From Home
Industry: Accounting/Financial
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