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Tax Director
at Paragon Advisors, Inc.
Shaker Heights, OH

Tax Director
at Paragon Advisors, Inc.
Shaker Heights, OH

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Location: Shaker Heights, Ohio, , United States
Posted: '2019-06-19'
Position Title: Tax Director
Company Name: Paragon Advisors, Inc.
Sector: Other
Job Type: Full-time
Job Duration: Indefinite
Min Education: BA/BS/Undergraduate

Paragon Advisors, Inc. is a tax and financial planning firm specializing in comprehensive and confidential management of family wealth. We are currently accepting applications for a Tax Director. Essential duties include:
  • Review of complex individual, partnership, trust, S-corporation, foundation and gift tax returns and income tax projections
  • Oversee the entire tax return process for client service team responsible for 15+ client relationships
  • Work in conjunction with client service team to communicate with clients regarding tax returns and planning issues
  • Tax research
  • Proactively assess techniques to minimize tax liabilities for clients
  • Prepare and review correspondence to IRS, state and local tax authorities
  • Supervise professional development and performance of Associates, including conducting training on tax issues, preparation of returns, and firm procedures

  • Bachelor's degree in Accounting required
  • Certified Public Accountant license required
  • Masters in Tax preferred
  • At least 6 years of experience preparing and reviewing tax returns for individuals, partnerships, trusts, S-corporations, and foundations in public accounting or family office setting
  • Experience with Microsoft programs (Excel, Word, Access), Quickbooks
  • Proficiency in Prosystems Tax and BNA Income Tax Planner preferred
  • Polished/professional demeanor with strong customer service skills

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