Skip to content

General information

Name
Director, Tax
Posting Title
Director, Tax - Financial Services
Ref #
2235794
Date Published
Monday, September 15, 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Tax
Advertised Location
US-NC-Charlotte
Working time
Full Time

Description & Requirements

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity.

What You Will Do:
  • Guide a team in the preparation of income tax provision (ASC 740) calculations and reporting for public advisory clients
  • Lead the planning and execution of tax compliance and advisory services for corporations (Forms 1120)
  • Advise clients on technical financial services U.S. income tax concepts
  • Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
  • Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
  • Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions
  • Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships
  • Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
  •  Delegate and oversee project tasks, ensuring timely and successful engagement delivery
  • Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency
  • Drive business growth through strategic planning, client retention, and proactive business development
  • Expand firm visibility and opportunities by representing the firm at industry events and networking forums
  • Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
  • Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities

Minimum Qualifications:
  • Bachelor's Degree in Accounting, Taxation or related field
  • 9+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
  • Current and valid CPA (Certified Public Accountant) license 
  • Proficiency in Microsoft Office Suite 
  • Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays 

Preferred Qualifications: 
  • Master’s Degree in related field 
  • Deep experience in U.S. GAAP, including ASC 740 and business combinations 
  • 8+ years of tax and accounting experience in the financial services industry, specifically banking institutions 
  • Experience with tax technology platforms (OneSource Tax Provision, Corptax Provision or Longview)
#LI-CLTSP
#LI-LS1