Tax Director

tonneson + co is looking for a Tax Director to work in our Wakefield, MA office.  Our Tax Director oversees the firm’s tax policies and objectives; monitors reporting and planning to ensure compliance with applicable tax statutes; ensures accuracy of tax returns and works to minimize the organization’s tax obligations; creates functional strategies and specific objectives; and develops budgets/policies/procedures to support the infrastructure.

Responsibilities include:

• Provide tax planning and compliance services for high net worth individuals, estates and trusts
• Conduct multi-state tax filings
• Perform tax accruals
• Manage a portfolio of clients
• Serve as a trusted advisor, offering clients industry expertise and knowledge
• Work closely with engagement teams to continually add value to clients
• Train and mentor tax associates

Qualifications include:

• Excellent interpersonal, communication, and client relationship management skills
• Strong research and analytical skills
• Prior experience with ProSystem fx Tax, BNA products, and CCH Intelliconnect is desired
• CPA certification is required