Compass CPA, a dynamic finance and accounting firm, is seeking an experienced and strategic Tax Director to lead our tax planning and compliance functions. This role focuses on high-level tax planning strategies, collaborating closely with the CEO and Owner to optimize client outcomes.

The Tax Director will oversee the Tax Manager in managing compliance activities while working with the entire accounting/finance team to deliver comprehensive tax solutions.

Key Responsibilities

Tax Planning & Strategy:

• Develop and implement tax planning strategies tailored to clients’ financial goals.
• Proactively identify opportunities to minimize tax liabilities and manage risks.
• Serve as a trusted advisor on complex tax issues, providing actionable insights.

Tax Compliance Oversight:

• Supervise the Tax Manager in ensuring accurate and timely preparation of tax returns.
• Ensure compliance with federal, state, and local tax regulations for all client filings.
• Monitor changes in tax legislation and provide recommendations for adjustments in client strategy.

Leadership & Collaboration:

• Work collaboratively with the entire accounting and finance team to ensure seamless integration of tax planning and compliance.
• Mentor the Tax Manager, providing guidance and professional development to support career growth and effectiveness.
• Communicate and coordinate with clients, answering queries and presenting tax strategies.

Reporting & Analysis:

• Report directly to the CEO/Owner, providing regular updates on tax strategy, compliance status, and team performance.
• Analyze and review financial data to anticipate tax liabilities and potential savings.

Qualifications

• CPA required; MST or similar advanced degree in Taxation preferred. 7+ years of experience in tax planning, compliance, and leadership roles, preferably within a finance or accounting firm setting.
• Comprehensive knowledge of federal, state, and local tax regulations.
• Proven experience in developing and implementing tax planning strategies.
• Strong analytical and problem-solving skills with an attention to detail.
• Excellent interpersonal and communication skills, capable of fostering a collaborative team environment.

Based in Bend, OR, is preferred, but remote candidates from across the U.S. will be considered.

Why Join CompassCPA.net?

At Compass CPA, we offer a collaborative and supportive environment where professionals can thrive. You’ll have the chance to shape tax strategy at a high level while mentoring a motivated team. We offer competitive compensation, professional development, and the flexibility to work remotely. If you’re a strategic thinker with a passion for tax planning and want to make an impact within a growing firm, we encourage you to apply.