Tax Director
Employment Type : Full-Time
About Friedman:Since 1924, Friedman LLP has been much more than an accounting and consulting firm. We offer tax, accounting, auditing, forensic and management advisory services to publicly/privately held companies and individuals. Our accessibility, personal commitment, entrepreneurial spirit and specialized expertise exemplify the qualities of our client service. We’ve become our clients’ trusted business partner while preserving the team-environment that has helped us prosper.
About the Position:
Possesses 10+ years of experience and is responsible for overseeing, planning and reviewing engagements; supervising staff, interacting with clients, tax preparation and review, and ensuring the completion of all engagements for clients in various industries.
Responsibilities:
- Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
- Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
- Reviews tax procedures, engagement workpapers and financial statements without supervision
- Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standards
- Advanced top level tax review of returns
- Reviews returns and disclosures for appropriateness in form, content, completeness, and accuracy
- Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
- Addresses questions on advanced technical accounting matters from team members and upper level client management
- Monitors that tasks are assigned and completed on a timely basis and reviews workflow
- Oversee Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up
- Manages multiple assignments inside an engagement
- Communicate with Partner on work status and client issues that arise
- Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
- Perform a detailed review of team's workflow and monitor that tasks are assigned and completed on a timely basis
- Primary client contact and liaison for complex issues that staff are unable to resolve; communicate effectively with clients and develop positive relationships with client personnel
- Supervise, train and mentor tax staff
- Keep up to date on industry laws and regulations
Requirements:
- Bachelors of Accounting required
- CPA required
- 10+ years’ experience in a similar role
- 5+ years’ supervisory experience preferred
- Experience with pass through entities, business structuring, and nonprofit would be a plus
- Prior experience managing engagements and clients
- Ability to work independently, but also work well with others
- Experience with ProSystem Tax and ProSystem Engagement a plus
- Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives
- Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
- Advanced knowledge of a minimum of 1-2 industry areas which the firm services
- Significant experience reviewing all types of corporate tax compliance including consolidated returns
- Familiarity with international corporate tax compliance and planning
- Can review current and deferred ASC 740 tax provisions, FAS 48 uncertain tax provisions, and teach both to staff/managers
- Has done Sec. 382 studies, E&P studies
- Understands accumulated earnings tax and personal holding company rules
- Knowledgeable about corporate transaction planning include Sec. 355 and 368
- Would be helpful if they had compensation and benefits experience, especially equity based compensation and Sec. 409A
- Deep knowledge of accounting methods and change of accounting method rules
- Strong research/planning skills