Managing Director - Tax

Overview

Compensation: $135,000

Job Overview - Managing Director CPA Firm - 33084

Sherpa Exclusive! That's right, we'reseeking an experienced and dedicated Tax Practice Directorto oversee the day-to-day operations of a boutiquefirm and you won't see this role anywhere else! The ideal candidate will be a Certified Public Accountant (CPA) with a strong background in tax, audit, and bookkeeping services. This role requires exceptional leadership, organizational, and client relationship skills.

Responsibilities

Leadership and Management:

• Oversee the daily operations of the firm, ensuring efficiency and effectiveness in service delivery.
• Manage and mentor a team of accountants, bookkeepers, and administrative staff.
• Develop and implement strategies for business growth and client retention.
• Ensure compliance with all relevant laws, regulations, and professional standards.

Client Services:

• Serve as the primary point of contact for key clients, providing expert advice and solutions.
• Oversee the preparation and review of tax returns, financial statements, and audit reports.
• Address and resolve client inquiries and issues promptly and professionally.
• Maintain strong client relationships and ensure high levels of client satisfaction.
• Monitor the financial performance of the firm, including budgeting, forecasting, and financial reporting.
• Implement cost control measures and improve operational efficiencies.
• Manage billing and collections to ensure timely and accurate invoicing and payments.

Business Development:

• Identify and pursue new business opportunities to expand the firm's client base.
• Develop and maintain strong professional networks and partnerships.
• Represent the firm at industry events, conferences, and networking functions.

Quality Control:

• Ensure the accuracy and quality of all financial documents and services provided by the firm.
• Implement and maintain internal controls and quality assurance processes.
• Stay updated on industry trends, regulations, and best practices.

Qualifications

• CPA certification is required.
• Bachelor's degree in Accounting, Finance, or a related field; Master's degree preferred.
• Minimum of 5 years of experience in tax, audit, and bookkeeping services.
• Proven experience in a managerial or supervisory role.
• Strong knowledge of tax laws, accounting principles, and auditing standards.
• Excellent leadership, communication, and interpersonal skills.
• Proficiency in accounting software and Microsoft Office Suite.
• Detail-oriented with strong analytical and problem-solving skills.