JOIN THE JOURNEY TEAM!

Are you ready to build something of your own, backed by a collaborative, entrepreneurial team? As Director of Tax Services, you will lead the growth and evolution of our tax practice, serve as a strategic advisor to clients, and develop the next generation of talent at Journey. This is a unique opportunity to shape services, drive innovation, and play a key role in the firm’s long-term growth.

Your responsibilities would include: 

• Firm growth – Building out new and expand current tax offerings to take the firm to the next level, including:
  • identifying innovative, market-aligned services we can add to our portfolio of offerings.
  • identifying ways to incorporate new technology, trends, and best practices to improve operational processes.
  • partnering with the Journey leadership team to identify and acquire new clients as well strategic new services that complement and enhance other Journey service offerings.

• Client service/relationship management – Providing excellent tax preparation and advisory services to current clients, including but not limited to:
  • conducting reviews of federal and state income tax returns for corporate, S corp., partnership, and individual clients to ensure completeness, accuracy, and risk mitigation.  
  • managing IRS and state examinations and notices related to individuals and business entities.  
  • providing innovative tax planning strategies and compliance advice to clients.
  • cultivating strong relationships with existing clients to make them/their business feel valued and deeply understood.

• Team member development – Identifying and developing current and future leaders in the firm, helping them identify and align their unique skills and interests to current and future firm/market opportunities by:
  • establishing clear and realistic goals/KPIs for the tax department and team.
  • assigning and organizing work among team members to ensure successful and accurate completion of on-going tasks and special projects.
  • Providing ongoing, strengths-based mentoring and feedback to team members via the annual review process and regular check-ins.

Your qualifications should include: 

• a proven track record as a tax professional in a public accounting setting (7+ years) 
• a bachelor’s degree in accounting, finance, or related field
• an active CPA license
• fluency in Microsoft Excel
• supervisory experience and/or professional coaching experience
• experience in state and local tax, international tax, or another area outside of Journey’s current offerings (e.g., 5500 filings, not for profit filings/990s, Trusts/Estates, etc.)

You should possess:

• significant knowledge of tax accounting, tax compliance and all types of tax returns
• a keen ability to determine how and where to find answers about ever-changing tax code and laws
• exceptional client service skills
• a familiarity with payroll taxes
• a genuine drive to grow professionally
• excellent communication and project management skills
• a passion for training and mentorship
• capabilities to think strategically and innovatively in the field of tax

Other important requirements and details:

• You must be willing to work out of the Grand Rapids, MI or the Naperville, IL office
• This is a full-time, exempt position, so you may have to work hours that exceed the standard 40-hour work week (especially during tax season).
• This position is not eligible for visa sponsorship.