Director of Tax & Assurance Services
About The Position
In this pivotal, hands-on leadership role, you’ll oversee our Durham office and drive local business growth, working closely with colleagues in our other tax practice locations and across the firm. McConnell & Jones is a dynamic firm with 160 employees and 7 offices, and our Durham team is primarily made up of tax professionals, with a few audit specialists. As the Director of Tax & Advisory Services, you’ll provide strategic direction, mentor local tax and audit teams, and be a visible leader for our office. Your focus will be on tax compliance, planning, and consulting for a diverse client base—including NFPs, consolidated C-Corps, partnerships, fiduciaries, multi-state entities and individuals. You’ll also play a key role in business development, expanding our presence in the local market. If you’re a CPA with hands-on tax and review experience, a leadership mindset, and a commitment for small-office growth and culture, backed by the resources of a larger firm, we invite you to join us and become the face of our Durham office.
Requirements
- CPA license required and in good standing.
- Bachelor’s degree in accounting or related field.
- Minimum 8 years of progressive tax experience in public accounting or a similar environment, with at least 3 years in a supervisory or management role.
- Progressive CAS experience, or similar, with supervisory experience.
- Demonstrated experience in business development and office/practice management.
- Strong communication, leadership, and organizational skills.
- Proficiency in Microsoft Office, tax software (CCH, Ultratax, etc.), and accounting software (QuickBooks or equivalent).
Nice To Haves
- Audit experience (preferably NFP) is a plus but not required for candidates with exceptional tax expertise and business development skills.
- Local market knowledge and established community connections.
- Willingness to represent the firm at community and professional events.
Responsibilities
- Provide strategic direction and leadership to the tax team, ensuring high-quality deliverables and client satisfaction.
- Review and manage tax returns and planning projects; review compiled financial statements (Audit experience preferred, especially NFP, but not required if Tax experience is exceptional).
- Manage and monitor due dates for all client deliverables.
- Provide technical assistance to staff on complex tax compliance, planning, and accounting matters.
- Serve as a key advisor to clients, providing guidance on tax strategies, compliance, and regulatory matters.
- Assist as Co-Lead and/or provide technical and strategic support on CAS (Client Accounting Services) matters, to include managing complex CAS projects.
- Respond to IRS and state agency audits, inquiries, and tax notices.
- Manage office operations, including staff supervision, resource allocation, and workflow optimization.
- Actively participate in business development, including networking, client acquisition, and expanding the firm’s presence in the local market.
- Build and maintain strong relationships within Durham, Raleigh, and surrounding business communities.
- Lead, mentor, and develop staff; oversee recruiting, training, and performance management.
Benefits
- Hybrid and remote (determined by position) work arrangements available.
- Stipend reimbursement for home office equipment, cell phone and home internet.
- Paid Time Off (PTO) is awarded each pay period.
- 11 paid company holidays with 3 floating.
- Medical plan with HSA employer contribution, Dental, Vision available 1st of the month after start date.
- Company paid Long Term Disability.
- Company paid Life Insurance.
- Paid Parental Leave.
- 401k with company match up to 4% and 100% vested from day one.
- CPA and professional license & certification bonus.
- CPA exam review benefit with Becker CPA.
- Certification Reimbursement for CPA, CIA, CFE, CISA.
- CPE paid for 40 hours per year.
- Paid Volunteer Time Off.
- Fitness center available to Houston office employees.
- Employee Referral bonus opportunities from $1,000 to $5,000 per hired referral.
- We are committed to helping you thrive. Our wellness programs offer comprehensive tools, resources, and support to ensure you can be your best self.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
