Tax Director - Entrepreneurial Services
Madison-Davisboca raton, FL
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Overview
Remote
On-site
Job Description
OVERVIEWA growing advisory practice is seeking a Senior Manager or Director to lead client relationships, oversee complex accounting and tax engagements, and drive business development initiatives. This role offers a unique opportunity to work closely with business owners, high-net-worth individuals, and closely held companies while building toward a defined partnership track. The ideal candidate will bring strong technical expertise, a consultative approach to client service, and a proven ability to develop and expand business relationships.RESPONSIBILITIES
- Serve as the primary advisor and relationship manager for high-value individual and business clients.
- Oversee complex accounting, tax, and advisory engagements across a variety of industries and client structures.
- Identify opportunities to expand services and provide strategic solutions tailored to client objectives.
- Lead engagement planning, workflow management, quality control, and risk assessment processes.
- Drive business development initiatives through networking, referrals, client expansion, and market outreach.
- Develop proposals, participate in client presentations, and support practice growth initiatives.
- Mentor, coach, and develop managers and staff while fostering a collaborative team environment.
- Provide strategic guidance on tax, accounting, and business advisory matters.
- Maintain strong relationships with internal stakeholders and external client contacts.
- Support long-term practice growth and succession initiatives through leadership and market presence.
- Bachelor's degree in Accounting, Finance, Business, or related field.
- CPA required.
- 10+ years of public accounting, tax, accounting advisory, or client services experience.
- Strong background serving business owners, entrepreneurs, closely held businesses, and high-net-worth individuals.
- Proven success developing new business and expanding client relationships.
- Experience leading client engagements and managing teams.
- Strong technical expertise across tax, accounting, and advisory services.
- Excellent communication, relationship management, and presentation skills.
- Demonstrated leadership abilities with a track record of mentoring and developing professionals.
- Spanish language skills are a plus.
- Ability to work from the Miami or Boca Raton market and participate in business development activities locally.
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FAQs About Tax Director - Entrepreneurial Services Jobs at Madison-Davis
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This job at Madison-Davis is located in boca raton, FL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Madison-Davis?
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