Res Consultant Group / Recruiting Edge Staffing ยท 3 months ago
Remote Tax Strategic Director, CPA (JF1021408)
United States
Full-time
Remote
Director/Executive
$120K/yr - $150K/yr
7+ years expRes Consultant Group is a CPA and Consulting firm seeking a forward-thinking Tax Director. The role involves designing and executing innovative tax strategies to maximize profitability and ensure compliance, while leading the firm's tax advisory function and advising executive leadership on tax implications of business decisions.
Human Resources
Responsibilities
Develop and implement comprehensive tax strategies tailored to businesses, including healthcare and service-based organizations
Lead tax planning for mergers, acquisitions, restructurings, and new program initiatives
Advise executive leadership on the tax implications of strategic business decisions
Lead client kickoff meetings with the Sales Team, establish strong relationships, set expectations as you assume ownership of accounts
Oversee preparation and review of financial statements, reports, and analyses, ensuring accuracy, timeliness, and compliance with regulatory standards. Provide executive-level consulting on results
Lead quarterly client meetings to review performance, deliver feedback, and present strategic tax projections
Direct review of YTD business and personal income for clients, ensuring accurate recalculation of estimated payments and identification of key advisory items
Supervise preparation and review of business and individual income tax returns; ensure accuracy and maximize tax efficiency
Oversee and perform research on complex or unusual tax issues, delivering actionable strategies for clients
Lead preparation of responses to taxing agencies, resolve client issues, and act as primary liaison for escalated matters
Oversee preparation and submission of sales tax filings and compliance with state-specific requirements
Directly review staff-prepared tax return work, reconcile source documents with client software, and ensure audit-ready accuracy
Support preparation of monthly/quarterly financial statements and board packages, reconciling complex accounts and reviewing workpapers
Ensure client records and tax databases are organized, current, and compliant
Design, implement, and communicate tax reduction and optimization strategies for clients
Perform additional strategic duties as assigned to enhance client tax outcomes and firm profitability
Ensure client compliance with federal, state, and local tax laws and reporting requirements
Monitor tax legislation and proactively implement strategy updates
Oversee audit readiness, minimizing risk of penalties or adjustments
Identify and leverage supplemental payment programs, grants, and alternative funding models
Evaluate the true cost of service delivery versus reimbursement to close financial gaps
Align organizations with the most beneficial reimbursement structures
Partner with Finance, Legal, and Operations to align tax strategies with broader business objectives
Manage relationships with external tax advisors, auditors, and regulatory bodies
Educate clients and internal teams on evolving tax opportunities and risks
Supervise senior managers and below
Qualification
Required
7+ years of progressive tax experience, ideally in healthcare, financial services, or consulting
Proven track record in strategic tax planning, compliance, and risk management
Strong knowledge of federal and state tax regulations, with exposure to international tax a plus
Accounting experience to be able to support accounting functions
Experience advising executive leadership on tax-related business strategy
Experience managing remote teams
CPA license or JD strongly preferred
CPA firm experience REQUIRED
Expertise in QuickBooks online and desktop, UltraTax, Excel/Google Sheets
Familiarity with CRM's or client portals
Experience with workflow/project tools (ClickUp, Asana, Trello, Monday)
Excellent analytical, organizational, and communication skills
Bachelor's degree in Accounting, Finance, or related field required
Prior leadership experience in a mid-sized firm or consulting environment; Big4 experience a plus
Preferred
CPA license or JD strongly preferred
Benefits
4 weeks PTO
Health, vision, and dental insurance
Retirement account with 3% company match
Remote work environment
Company issued laptop
Employee Discounts
Company
Res Consultant Group / Recruiting Edge Staffing
RES Consultant Group / Recruiting Edge Staffing provides professional Workforce Solutions and Consulting Services as well as identifying recruitment strategies and assisting with talent acquisition and retention.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase