Are you ready to build something of your own, backed by a collaborative, entrepreneurial team? As Director of Tax Services, you will lead the growth and evolution of our tax practice, serve as a strategic advisor to clients, and develop the next generation of talent at Journey. This is a unique opportunity to shape services, drive innovation, and play an extremely strategic role in the firm’s long-term growth.
Your responsibilities would include:
Firm growth - Building out new and expand current tax offerings to take the firm to the next level, including:
- identifying innovative, market-aligned services we can add to our portfolio of offerings.
- identifying ways to incorporate new technology, trends, and best practices to improve operational processes.
- partnering with the Journey leadership team to identify and acquire new clients as well strategic new services that complement and enhance other Journey service offerings.
Client service/relationship management - Providing excellent tax preparation and advisory services to current clients, including but not limited to:
- conducting reviews of federal and state income tax returns for corporate, S corp., partnership, and individual clients to ensure completeness, accuracy, and risk mitigation.
- managing IRS and state examinations and notices related to individuals and business entities.
- providing innovative tax planning strategies and compliance advice to clients.
- cultivating strong relationships with existing clients to make them/their business feel valued and deeply understood.
Team member development – Identifying and developing current and future leaders in the firm, helping them identify and align their unique skills and interests to current and future firm/market opportunities by:
- establishing clear and realistic goals/KPIs for the tax department and team.
- assigning and organizing work among team members to ensure successful and accurate completion of on-going tasks and special projects.
- Providing ongoing, strengths-based mentoring and feedback to team members via the annual review process and regular check-ins.
Your qualifications should include:
- a proven track record as a tax professional in a public accounting setting (7+ years)
- a bachelor’s degree in accounting, finance, or related field
- an active CPA license
- fluency in Microsoft Excel
- supervisory experience and/or professional coaching experience
You should possess:
- significant knowledge of tax, tax compliance, and all types of tax returns
- a keen ability to determine how and where to find answers about ever-changing tax code and laws
- exceptional client service skills
- a familiarity with payroll taxes
- a genuine drive to grow professionally
- excellent communication and project management skills
- a passion for training and mentorship
- capabilities to think strategically and innovatively in the field of tax
Other important requirements and details:
- *You must be willing to work out of the Grand Rapids, MI or the Naperville, IL office*
- This is a full-time, exempt position, so you may have to work hours that exceed the standard 40-hour work week (especially during tax season).
- This position is not eligible for visa sponsorship.
Some "pluses" of joining the Journey team:
- Health insurance
- 401k match up to 4%
- Performance bonuses
- 20 PTO days + holidays
- Regular team lunches
- Fun annual firm conference (professional and team-building activities)
- Flexibility in work schedule/arrangements (as needed/approved)
Why work with us?
We’re not like other accounting firms. Many people have a view of accounting firms as stuffy, slow to adapt, and just plain old boring. That’s definitely not us. We are entrepreneurial-minded, professionally casual, and market-nimble. We are smart, forward-thinking, and tech-curious. We like to build things, especially services (and maybe products – time will tell!) that help our clients and team members flourish. We want our people to develop and hone their skills, find their niche (i.e., where their passion and skills meet market and firm needs), and build something great with the help and encouragement of other similarly-driven people.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Parental leave
- Professional development assistance
- Vision insurance
Application Question(s):
- Are you interested/excited to build and lead a tax team?
Experience:
License/Certification:
Work Location: In person
