Attivo Partners is hiring a
Director of Tax

Summary

Join the rapidly growing team at Attivo Partners! We're seeking a dynamic Director of Tax to spearhead our new income tax division. As a key member of our team, you'll oversee multiple client engagements, deliver specialized tax advisory and compliance services, and play a vital role in shaping our firm's future.

Requirements

• Solid understanding of GAAP, CPA preferred
• Advanced Excel
• Experience with standard software solutions: QuickBooks Online, Xero, Netsuite, Bill.com, Gusto, Expensify, Carta
• Excellent written and verbal communication
• Strong analytical and problem-solving abilities
• Independent judgment and decision-making
• Ability to manage multiple projects/priorities at a time
• Professional curiosity & creativity
• Passionate desire to learn & for continuous improvement
• Proven market facing skills required to develop new business and sustain existing excellent client relationships
• Must have visibility and recognition within your industry specialization and in your local market

Responsibilities

• Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions
• Prepare and review of tax projections, tax work papers and tax returns, specifically, Federal and State tax returns
• Oversee and manage the tax return process including identification and resolution of tax issues
• Develop and establish policies, procedures, and set up technical infrastructure for preparing and processing tax returns
• Manage multiple tax engagements in a team environment and independently
• Identify potential opportunities for new and/or expanded client services
• Lead and manage engagements, including budgeting, billing and engagement economics
• Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively
• As the practice grows, mentor, train and manage staff accountants to meet deadlines and prioritize workload
• Engage in business development activities, preparing proposals, presenting in webinars, collaborating with other colleagues to present a comprehensive tax strategy to prospective and current clients

Benefits

• Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members)
• Participation in Flexible Spending Accounts
• 401(k)
• 3 weeks PTO
• Voluntary Life Insurance & Disability plans
• Work-from-home allowance