Director, Tax

Foundation Source

. Lead Tax Managers and potentially Tax Associates and Tax Senior Associates and their teams .

Posted 9/18/2026full-timeRemote • United StatesLead💰 $125,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in private-foundation tax compliance, including preparation and review of complex tax returns, while leading and developing teams to ensure quality and efficiency in tax processes. Strong leadership and communication skills are essential for managing client relationships and interdepartmental collaboration.

Highest-signal resume keywords

CPAPrivate-Foundation Tax KnowledgeLeadership ExperienceProcess ImprovementMS Office Mastery

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationMDR CalculationsIRS-Notice ResponsesComplex Return Review990-PF990-TForeign FilingsEstimatesTax Policy KnowledgeInterdepartmental Initiative Development

Soft Skills

LeadershipAnalytical SkillsCommunication Skills

Tools & Technologies

GoSystem Tax RSMS WordMS ExcelMS OutlookAdobe AcrobatSalesforce

Certifications & Qualifications

CPABachelor’s Degree in Accounting or FinanceMaster’s Degree Preferred

Industry Keywords

Private-Foundation TaxTax ComplianceResource AllocationClient Relationship ManagementTax-Season Readiness

About the role

Key responsibilities & impact

Lead Tax Managers and potentially Tax Associates and Tax Senior Associates and their teams
Ensure the quality and timeliness of private-foundation tax returns
Review level 3, 4, and 5 returns, including level 1 and 2 returns for training purposes
Prepare the most complex level 4 and 5 returns
Review estimates, extensions, MDR calculations, IRS-notice responses, and tax-authority correspondence
Provide formal training on complex tax topics
Oversee resource allocation and tax-season readiness
Coordinate complex clients and maintain client relationships
Partner with the Legal Department on tax policies and statutes
Collaborate across departments to ensure accurate, timely delivery
Own interdepartmental initiatives and develop new processes
Drive efficiency improvements and end-to-end process refinement
Lead special projects requested by upper management
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree in Accounting or Finance
Master’s degree preferred
CPA required
10+ years of tax experience, including multi-team or multi-manager leadership
Deep technical knowledge of private-foundation tax, including 990-PF, 990-T, foreign filings, estimates, and MDR
Proven ability to review complex returns and develop Managers and preparers
Strong process orientation with experience building new processes and interdepartmental initiatives
Mastery of MS Word, Excel, Outlook, Adobe Acrobat, and Salesforce
GoSystem Tax RS preferred
Excellent leadership, analytical, and communication skills
Dedicated, distraction-free home office or workspace
Reliable high-speed internet connection
Ability to meet stated physical demands, including occasional lifting or moving up to 15 pounds

Benefits

Comp & perks

Fully remote work
Dedicated home office or workspace
High-speed internet required for work-related technology needs
Reasonable accommodations for individuals with disabilities
Equal employment opportunity