Director, US Tax & Accounting

• Prepare and review standard US tax returns, including individual (1040), partnership (1065), S-Corporation (1120-S), and C-Corporation (1120) returns
• Provide tax projections, planning, tax notices, and general advisory services
• Prepare and/or review US tax returns for small business clients, primarily compliance-driven work
• Provide tax planning support, approximately 10–15% of the role, particularly toward year-end
• Manage professional accounting and bookkeeping services for business owners
• Manage financial records, transactions, entries, payments, and reporting primarily using QuickBooks
• Provide light oversight of bookkeeping and QuickBooks-related activities
• Serve as firm Tax Partner and primary point of contact
• Manage client relationships and support staff
• Act as a trusted year-round advisor, providing tax compliance guidance and advisory support
• Streamline operations and train and educate staff
• Mentor and upskill junior team members
• Develop broader strategic and firm leadership responsibilities over time
• Advise business owners on tax compliance, financial records, and related matters
• Track deliverables independently and identify additional advisory opportunities
• Support development of overseas-based, client-facing leadership in the Philippines

• Bachelor’s degree in Accounting or an advanced degree is strongly preferred
• Minimum of 5 years of US tax experience
• Hands-on experience preparing and reviewing Forms 1040, 1065, 1120, and 1120S; experience across all four return types is essential
• Must be willing and able to prepare tax returns personally, not solely review or delegate deliverables
• Strong working knowledge of QuickBooks Online and QuickBooks Desktop
• Comfortable serving as primary client point of contact, managing client relationships, negotiating fees, resolving service issues, and providing tax and business advisory guidance beyond tax preparation
• Ability to advise clients on LLC versus partnership structuring and entity location decisions
• Able to work US Eastern-aligned hours
• Proficiency in Microsoft Office tools
• Familiarity with UltraTax and Onvio is preferred
• Mid- to senior-level US tax professional; preference for significantly more than five years of experience, including 15–20+ years
• Entrepreneurial, adaptable, and growth-oriented
• Interest in a long-term commitment and broader leadership responsibilities
• Experience in fund accounting, private equity, or hedge fund taxation is a nice-to-have
• Big Four or large accounting firm background is a nice-to-have
• Experience managing client relationships while mentoring and overseeing internal team members is a nice-to-have
• CPA designation is strongly preferred