Tax Director

Crete Professionals Alliance · Woodbury, New York

FULL TIME

Job Description

About the Company At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you'll be part of a connected team investing in your development and shaping the future of accounting. Position Overview

Reid Tax & Advisory is an independent, full-service certified public accounting firm specializing in accounting and consulting services for businesses and individuals. With offices in New York and South Carolina, we help people with complex tax needs. We are seeking an experienced tax professional to join our growing tax practice. This position will involve managing a diverse portfolio of closely held businesses and high-net-worth individuals across a variety of industries. The ideal candidate will have a strong background in tax compliance and planning, experience managing client relationships, and the ability to oversee multiple engagements with limited supervision. We are looking for someone who is comfortable working directly with clients, reviewing complex tax returns, and collaborating with partners and staff to deliver quality tax and advisory services. Responsibilities

Manage tax compliance and planning engagements for closely held businesses, partnerships, S corporations, high-net-worth individuals, and trusts.
Review federal, state, and local tax returns, including complex individual and business returns.
Serve as a primary point of contact for assigned clients, providing year-round tax planning and advisory services.
Review client financial statements, books and records, and tax workpapers to identify tax adjustments, compliance issues, and planning opportunities.
Oversee tax preparation and review workflows, including coordination with internal staff and outsourced preparation teams.
Manage engagement deadlines, budgets, workflow, and outstanding client information.
Supervise, review, and develop staff accountants and senior tax professionals.
Research and resolve federal, state, and local tax matters.
Assist clients with IRS and state tax notices, examinations, and correspondence.
Advise clients on business structure, tax-efficient transactions, estimated payments, and other planning opportunities.
Identify additional service opportunities and work closely with partners on client needs.
Contribute to improvements in tax processes, technology utilization, and overall client service. Qualifications
Bachelor's degree in Accounting or a related field.

· CPA or Enrolled Agent (EA) designation preferred.

5+ years of public accounting tax experience, with consideration given to candidates at varying levels of experience.
Strong technical knowledge of partnership, S corporation, and individual taxation.
Experience working with closely held businesses and high-net-worth individuals.

· Experience reviewing tax returns and managing multiple engagements.

Proficiency with CCH Axcess Tax and familiarity with the Wolters Kluwer suite of tax and accounting applications.
Strong understanding of financial statements, book-to-tax adjustments, and general accounting principles.
Excellent communication, organizational, and client relationship management skills.
Ability to work independently and collaborate with partners and other members of the tax team. Compensation &

Benefits

The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including:

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Company	Crete Professionals Alliance
Location	Woodbury, New York
Type	FULL TIME
Niche	Business and Financial Operations Occupations

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Tax Director

Job Description

· CPA or Enrolled Agent (EA) designation preferred.

· Experience reviewing tax returns and managing multiple engagements.

Benefits