Tax Director

Full Time
Edmond, OK 73013
$88,400 - $145,600 a year
Posted
Job description

Who We Are

Williamson CPA PLLC is a startup CPA firm with a strong client base and rapidly expanding. We are looking for a Tax Director to manage tax operations and client satisfaction. This is an opportunity to take on the primary role in a new accounting practice striving to leverage innovation and automation to give more value to clients and provide meaningful work to our team members.

Duties

  • Final review of business and individual tax returns.
  • Performing tax projections and assisting with planning for clients.
  • Hiring, supervision, and development of tax staff.
  • Responsibility for key accuracy, client satisfaction, and profitability metrics.
  • Collaboration with Owner/Partner and Operations Manager in refining the client engagement and tax return preparation processes.
  • Review of tools and technology to constantly improve the accuracy, consistency, efficiency, and "review-ability" of tax returns.
  • Developing and maintaining client relationships and ensuring overall client satisfaction.

Who You Are

  • You have at least five years experience preparing, and supervising the preparation of, business, trust, and multi-state individual tax returns.
  • You have demonstrated knowledge of Federal and State tax regulation for businesses, trusts & estates, and individuals.
  • You have strong experience in training and supervising others in preparing tax returns.
  • You enjoy public accounting and keeping up with changing tax regulations.
  • You take pride in helping clients and providing exceptional service.
  • You are a CPA or Enrolled Agent. (Will consider very strong candidates who are still working toward credentialing.)

Minimum Qualifications

  • Bachelor’s Degree in Accountancy or related field
  • 5+ years experience in public accounting preparing individual tax returns.
  • Demonstrated knowledge of Federal and Oklahoma State income tax regulations

What We Offer

  • Competitive base salary, plus performance-based bonuses
  • Benefits, including Health Reimbursement Account, retirement savings plan, dependent care savings account, cell phone stipend, and four weeks paid time off.
  • Hybrid and flexible work opportunities
  • Opportunity to play a key role in a small and growing accounting firm.

Your Skill Set

  • Flexible and detail-oriented
  • Experience with CCH Axcess Tax a plus
  • Experience working in a digital workpaper and file storage environment
  • Experience with practice management software (e.g. Karbon)

Job Type: Full-time

Pay: $88,400.00 - $145,600.00 per year

Benefits:

  • 401(k)
  • Cell phone reimbursement
  • Dependent care reimbursement
  • Health insurance
  • Paid time off

Experience level:

  • 5 years

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Edmond, OK 73013: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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