Director of Tax
27 days ago
Omaha
Job Description Position Overview The Regional Director of Tax is a senior leader within our firm’s tax organization, responsible for setting direction, driving execution, and supporting the success of multiple tax offices within a designated region. This individual plays a key role in advancing our firm’s strategic priorities, fostering a culture of excellence, and ensuring exceptional client service across all levels of the tax team. This role combines strategic oversight with hands-on leadership. The ideal candidate will bring deep technical expertise in tax, proven experience managing complex engagements, and a passion for mentoring and developing high-performing teams. The Regional Director will guide office leaders, uphold service standards, and contribute meaningfully to firmwide initiatives and operational improvements. Key Responsibilities • Lead and manage multiple tax offices, ensuring alignment with firm values, goals, and service standards with some travel as needed., • Provide technical oversight on complex tax issues and high-value client engagements, • Develop and implement regional strategies in coordination with firmwide leadership, • Integrate professionals fostering a collaborative, growth-oriented culture across tax teams, • Serve as a coach and resource to office leaders and team members, • Contribute to firm initiatives including process improvement, technology adoption, and talent development, • Maintain and build strong client relationships by delivering proactive, value-driven tax guidance, • Balance quality and efficiency of work throughout the team., • Identify opportunities to revise processes and expand services to clients, • Cultivate new client relationships through referrals and networking, • Stay current on technical matters through training and self-study, • Maintain Tax Budget, • Conduct regular meetings with office staff and disseminate pertinent company information, • Provide conflict resolution for internal and external complaints or issues, • Review staff work and provide guidance as needed, • Responsible for client contact and planning, • Represent clients with IRS, State or local tax compliance issues., • Apply knowledge of GAAP and client financial statements to tax preparation, • Identify and suggest resolutions for technically advanced tax issues, • Deliver concise and accurate work products in written and oral form, • Demonstrate advanced computer literacy with relevant software programs, • Perform complex technical research and prepare research memos,, • Retain and apply knowledge from past engagements, • Develop and maintain strong relationships with clients through ongoing communication and exceptional service, • 800 billable hours at 90+% realization Qualifications Bachelor’s degree in accounting or related field required • Master’s degree in accounting or taxation preferred, • Minimum of ten years’ tax experience, • CPA or EA certificate required, • Expert in 1040 preparation and review, being able to provide complex tax planning, • Expert in accounting principles for $100mm revenue or smaller passthrough entities, • Specializes in several industries, • Can make AJEs, RJEs, FJEs, and STJEs based on logic without prior year or supervision, • Can set up a tax return on all software from scratch and apply automation for the next year, • Can teach others complex tax returns and the procedures to fully prepare a tax return, • Can review complex tax returns and portions of a larger complex project, • Can prepare a moderate tax return with no errors, • Can manage a full client book while onboarding additional clients, • Can have strategic tax conversations with clients, • Can run an entire practice or location with no supervision, • Can lead multiple office leaders to common goals, • Can lead classes and training on tax or software subjects, • Can be the deciding say on tax issues when there is a conflict between preparers, • Can ensure all tax returns in one location are flowing through the office, • Expert on EFIN, E-filing, signing, IRS Cir 230, and all other processes for the tax industry, • Knows all aspects of the paperless tax industry from start to finish, • Can replicate a working organization from one location to the next, • Understands technology, the advantages of AI, and can implement better solutions, • Can change policies and procedures to better fit the business and changes in the industry, • Can influence people by providing purpose, direction, and motivation to accomplish the mission and improve the organization, • Can emulate and enforce the company culture and values at all levels, • Can strategize and plan the direction of the firm one, three, five, and ten years out, • Can disseminate information and delegate tasks without hesitation, • Strong knowledge of GAAP and tax regulations, • Strong understanding of tax regulations at the federal, state, and local levels, • Excellent written and verbal communication skills, • Proficient in relevant software programs, • Strong attention to detail and analytical skills, • Ability to work overtime as needed, • Ability to work effectively in a team environment, • Desire to always be learning and contributing Your Well-Being Matters In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being: • 401k and 401k Matching: Plan for your future with our retirement savings options., • Dental Insurance: Maintain your oral health with coverage for a range of dental services., • Vision Insurance: Ensure clear sight on your path to success with our vision coverage., • Health Insurance: Take care of your physical well-being with our health insurance offerings., • Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option., • Flexible Savings Account (FSA): Set aside pre-tax dollars for certain dependent care and medical expenses., • Life Insurance: Provide financial security for your loved ones with our life insurance benefits., • Disability Insurance: Safeguard your financial future in the face of the unexpected., • Employee Assistance Program (EAP): Access resources and support for personal and professional challenges., • Full-time, • Minimum of 3 days per week in the office, ability to be remote for the rest, • Monday – Friday 8:00 am – 4:30 pm