Tax Director

Tax Directors are responsible for the strategic direction, performance, and scalability of the tax department by empowering and holding teams accountable, setting technical and process standards, and ensuring a consistently excellent, best‑in‑class service experience for clients. As Tax Director, you will build and maintain key client and cross‑team relationships by driving retention strategies, overseeing cross‑selling of services to meet client opportunities and needs, and developing new business opportunities via networking and thought leadership, such as whitepapers, presentations, and industry engagement. Tax Directors are responsible for overseeing tax compliance services, including interacting with firm leaders to set the strategic direction of the service line, ensuring accurate and timely deliverables, designing and optimizing workflows, modeling capacity, and implementing systems that continuously improve the predictability of production and team output.

Beyond compliance, Tax Directors drive firmwide innovation by identifying, developing, and scaling solutions that improve accuracy, efficiency, and the overall client experience. You will champion technology adoption, streamline processes across teams, and collaborate directly with firmwide service line leaders and partners to build scalable, predictable workflows that strengthen efficiency, consistency, and overall operational performance. Tax Directors also play a key role in expanding the firm’s industry presence by leading thought leadership efforts, contributing to strategic firmwide initiatives, and representing Hall in professional communities.

As a senior leader, you will set the vision for team performance and talent development by providing strategic guidance, coaching, and accountability across all levels. You will build future leaders, promote clarity and alignment around goals and expectations, and foster a culture of ownership, continuous improvement, and teamwork. You will also define production expectations across roles, monitor performance against those standards, and ensure consistent execution, thereby strengthening the service line’s ability to deliver a best‑in‑class experience to clients and colleagues.

Required Education and Experience:

• Bachelor's degree in accounting from an accredited college or university (Master's preferred)
• Minimum of 10 years of relevant professional experience, with 5 years of experience in a supervisory role, mentoring and leading a team
• CPA certification required

Areas of Responsibility

• Build high‑performing teams and manage capacity through developing and facilitating scalable, flexible, and efficient processes that maximize capacity and minimize labor costs relative to revenue.
• Continuously create and refine capacity models, forecasting tools, workflow systems, and cycle time monitoring to ensure predictable production, optimized utilization, and scalable operational performance.
• Define clear production expectations for each role, monitor output against standards, and enforce accountability by identifying performance gaps, removing blockers, and driving consistent execution across the tax team.
• Ensure the firm’s goals, objectives, and processes are clearly communicated, understood, and executed consistently by each team member.
• Set clear performance targets, monitor progress, and conduct regular check‑ins, driving a culture of accountability and holding team members accountable to deadlines, revenue, and quality metrics.
• Conduct regular coaching and training sessions, as well as monthly goal check‑ins, to remove blockers, foster accountability, encourage professional growth, and drive best‑in‑class client service.
• Conduct final reviews of tax returns, sign tax returns and deliver to clients, and provide a brief recap video or phone call to walk the client through the return, highlighting key areas of significance.
• Provide best‑in‑class service to clients, serving as the primary client relationship manager, and maintaining strong client relationships by managing their expectations, being responsive to their communications/emails, and providing high‑quality deliverables.
• Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality.
• Seen as a subject matter expert in multi‑state and real‑estate taxation; lead technical research and advise on complex transactions.
• Oversee resolution of client notices and audits, facilitating communication with the client, state or federal agency, and any staff involved.
• Lead or contribute to firm initiatives including proposals, training development (CPE), and efficiency/innovation committees.
• Collaborate with Partners, Directors, and peers related to engagement concerns and issues, and resolve client engagement issues with a focus on best‑in‑class service; continuously monitor client happiness.
• Stay updated on tax law changes and mentor team members to elevate technical skills, service quality, and collaboration.
• Consult with peers, supervisors, and clients - being responsive to their communications (same‑day response time, or adhering to external 48‑hour times as applicable).
• Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc.
• Maintain complete and accurate project management system updates, client notes, and process compliance.
• Actively participate in marketing and business development efforts of the team; developing, building, expanding, and managing client relationships.

Key Performance Indicators

• Client Retention & Cross‑Selling of Service Line: Retention rates, expansion of business through cross‑selling other firm services, and new revenue generated through business development
• Timeliness of Deliverables: Team meets internal deliverable deadlines consistently
• Quality & Revenue: Team meets internal quality and revenue standards consistently
• Employee Experience: Engagement and upward feedback surveys reflecting accountability, satisfaction, leadership, support and upskilling of staff, development of future leaders
• Business Development
• Achievement of service line financial targets

Technical Knowledge and Expectations:

Technical Standards

• Complete annual team revenue goals set forth each year
• Actively contribute to firmwide training and thought leadership (internal and external CPE, whitepapers, and presentations).
• Stay current with tax law changes, multi‑state complexities, and real‑estate tax strategies

Leadership & Team Management

• Leverage advanced tax expertise to drive business development by identifying new revenue opportunities and cross‑selling additional firm services.
• Report timely and concisely on team performance, blockers, and metrics - highlighting action items and next steps for leadership approval (as needed). Utilize and present dashboards and reports in a streamlined, easy‑to‑digest format for those reviewing.
• Build future leaders through frequent and continuous coaching, goal setting, and accountability

Process & Operational Efficiency

• Identify opportunities and implement tested, scalable solutions that improve efficiency across teams
• Drive the adoption and development of new processes and technologies to streamline the tax compliance service line and elevate client experience

Communication & Collaboration

• Demonstrate exceptional executive presence by confidently articulating complex tax strategies, engaging seamlessly with clients and senior leadership, and inspiring trust through decisive, poised communication
• Serve as a culture‑builder by modeling accountability, collaboration and teamwork, and client‑first service mentality