Results-driven Tax Director with extensive experience leading complex tax engagements within public accounting environments. Proven expertise in managing corporate, partnership, and individual tax matters for closely held businesses, high-net-worth clients, and multi-entity organizations. Skilled in tax planning, compliance, research, and strategic advisory services while maintaining strong client relationships and developing high-performing teams. Adept at overseeing engagements from inception through completion, ensuring accuracy, efficiency, and adherence to regulatory standards. Recognized for delivering exceptional client service, driving practice growth, and mentoring staff in fast-paced, deadline-driven environments across the South Florida markets
About us:
GERSON PRESTON KLEIN LIPS EISENBERG GELBER is a certified public accounting firm with offices in Miami and Boca Raton, Florida. Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries.
Responsibilities of the Tax Director role:
-Review tax returns for individuals, partnerships, and corporation
-Review tax adjustments to financial statements to prepare returns
-To contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen.
-Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships.
-Consistently handle the complete client engagement and relationship.
-Ensure expectations are clear with the Client Ambassador on deadlines and expectations.
-Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients.
-Establish engagement project budgets and due dates.
-Completes engagements on time, on budget, with highest quality.
-Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance.
Position Requirements of the Director role:
- Bachelor’s degree in Accounting or Taxation; Master’s degree in taxation is a plus
- CPA License or eligibility to take CPA exam required
- Experience using tax preparation software and applications.
- Excellent analytical and technical skills
- Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written)
- Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes.
- Ability to work on multiple projects at a given time.
- Motivated to meet client deadlines and provide superior client service
- A team player with strong relationship skills
Benefits:
- 401k
- Health Insurance
- Dental
- Vision
- Paid Time Off
- Wellness Plan
- Bonus
Skills Required
- Bachelor's degree in Accounting or Taxation
- CPA license or eligibility to take the CPA exam
- Experience leading complex tax engagements in public accounting
- Experience managing corporate, partnership, and individual tax matters
- Experience using tax preparation software and applications
- Excellent analytical and technical tax skills
- Strong verbal and written communication skills for client and management interaction
- Ability to manage multiple projects, deadlines, and client expectations
- Ability to work in a cross-functional, entrepreneurial atmosphere and mentor staff
- Master's degree in Taxation
What We Do
Gerson, Preston, Klein, Lips, Eisenberg & Gelber, P.A. is a full-service public accounting firm that is a respected and trusted business partner for a wide range of clients in South Florida. We are ranked among the Top 200 firms in the US offering a full line of accounting services including tax, audit, advisory, and litigation support. Our firm's success is lodged deeply in our professional commitment to honesty, integrity, values, respect, knowledge, and ethics. We are focused on delivering quality, adding value, and being an insightful resource to each and every client that we serve. Our clients range from the individual taxpayer to some of the largest companies in South Florida with both domestic and international operations. We have an experienced team of professionals located in 2 offices in South Florida - Miami, and Boca Raton.
