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Director of Tax

Director of Tax

Avior Wealth Management LLCOmaha, NE, US
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Job Description

Job Description

Position Overview

The Regional Director of Tax is a senior leader within our firm’s tax organization, responsible for setting direction, driving execution, and supporting the success of multiple tax offices within a designated region. This individual plays a key role in advancing our firm’s strategic priorities, fostering a culture of excellence, and ensuring exceptional client service across all levels of the tax team.

This role combines strategic oversight with hands-on leadership. The ideal candidate will bring deep technical expertise in tax, proven experience managing complex engagements, and a passion for mentoring and developing high-performing teams. The Regional Director will guide office leaders, uphold service standards, and contribute meaningfully to firmwide initiatives and operational improvements.

Key Responsibilities

  • Lead and manage multiple tax offices, ensuring alignment with firm values, goals, and service standards with some travel as needed.
  • Provide technical oversight on complex tax issues and high-value client engagements
  • Develop and implement regional strategies in coordination with firmwide leadership
  • Integrate professionals fostering a collaborative, growth-oriented culture across tax teams
  • Serve as a coach and resource to office leaders and team members
  • Contribute to firm initiatives including process improvement, technology adoption, and talent development
  • Maintain and build strong client relationships by delivering proactive, value-driven tax guidance
  • Balance quality and efficiency of work throughout the team.
  • Identify opportunities to revise processes and expand services to clients
  • Cultivate new client relationships through referrals and networking
  • Stay current on technical matters through training and self-study
  • Maintain Tax Budget
  • Conduct regular meetings with office staff and disseminate pertinent company information
  • Provide conflict resolution for internal and external complaints or issues
  • Review staff work and provide guidance as needed
  • Responsible for client contact and planning
  • Represent clients with IRS, State or local tax compliance issues.
  • Apply knowledge of GAAP and client financial statements to tax preparation
  • Identify and suggest resolutions for technically advanced tax issues
  • Deliver concise and accurate work products in written and oral form
  • Demonstrate advanced computer literacy with relevant software programs
  • Perform complex technical research and prepare research memos,
  • Retain and apply knowledge from past engagements
  • Develop and maintain strong relationships with clients through ongoing communication and exceptional service
  • 800 billable hours at 90+% realization

Qualifications

Bachelor’s degree in accounting or related field required

  • Master’s degree in accounting or taxation preferred
  • Minimum of ten years’ tax experience
  • CPA or EA certificate required
  • Expert in 1040 preparation and review, being able to provide complex tax planning
  • Expert in accounting principles for $100mm revenue or smaller passthrough entities
  • Specializes in several industries
  • Can make AJEs, RJEs, FJEs, and STJEs based on logic without prior year or supervision
  • Can set up a tax return on all software from scratch and apply automation for the next year
  • Can teach others complex tax returns and the procedures to fully prepare a tax return
  • Can review complex tax returns and portions of a larger complex project
  • Can prepare a moderate tax return with no errors
  • Can manage a full client book while onboarding additional clients
  • Can have strategic tax conversations with clients
  • Can run an entire practice or location with no supervision
  • Can lead multiple office leaders to common goals
  • Can lead classes and training on tax or software subjects
  • Can be the deciding say on tax issues when there is a conflict between preparers
  • Can ensure all tax returns in one location are flowing through the office
  • Expert on EFIN, E-filing, signing, IRS Cir 230, and all other processes for the tax industry
  • Knows all aspects of the paperless tax industry from start to finish
  • Can replicate a working organization from one location to the next
  • Understands technology, the advantages of AI, and can implement better solutions
  • Can change policies and procedures to better fit the business and changes in the industry
  • Can influence people by providing purpose, direction, and motivation to accomplish the mission and improve the organization
  • Can emulate and enforce the company culture and values at all levels
  • Can strategize and plan the direction of the firm one, three, five, and ten years out
  • Can disseminate information and delegate tasks without hesitation
  • Strong knowledge of GAAP and tax regulations
  • Strong understanding of tax regulations at the federal, state, and local levels
  • Excellent written and verbal communication skills
  • Proficient in relevant software programs
  • Strong attention to detail and analytical skills
  • Ability to work overtime as needed
  • Ability to work effectively in a team environment
  • Desire to always be learning and contributing

    • Your Well-Being Matters

    In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being :

  • 401k and 401k Matching : Plan for your future with our retirement savings options.
  • Dental Insurance : Maintain your oral health with coverage for a range of dental services.
  • Vision Insurance : Ensure clear sight on your path to success with our vision coverage.
  • Health Insurance : Take care of your physical well-being with our health insurance offerings.
  • Health Savings Account (HSA) : Manage healthcare costs and save for the future with our HSA option.
  • Flexible Savings Account (FSA) : Set aside pre-tax dollars for certain dependent care and medical expenses.
  • Life Insurance : Provide financial security for your loved ones with our life insurance benefits.
  • Disability Insurance : Safeguard your financial future in the face of the unexpected.
  • Employee Assistance Program (EAP) : Access resources and support for personal and professional challenges.
  • Flexible Paid Time Off : We recognize the importance of work-life balance, and our flexible PTO policy reflects our commitment to your overall happiness.

    • Work Environment

  • Full-time
  • Minimum of 3 days per week in the office, ability to be remote for the rest
  • Monday – Friday 8 : 00 am – 4 : 30 pm
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    Director Tax • Omaha, NE, US