Director of Tax | $180,000 – $260,000 + Bonus Role: A growing CPA firm is seeking an experienced tax leader to oversee and expand a sophisticated tax advisory practice serving entrepreneurial businesses, executives, high-net-worth individuals, and complex ownership structures. This individual will act as a strategic leader to the firm’s clients while also leading internal operations, talent development, engagement execution, and overall expanding practice growth. The position requires a strong blend of technical tax expertise, leadership/management experience, business development and advisory experience, as well as strong relationship management skills. Responsibilities
Lead the execution and continued development of a high-level tax advisory practice focused on privately held businesses, ownership groups, and affluent individuals. Provide strategic tax guidance and planning related to business operations, entity structuring, wealth preservation, and long-term financial objectives. Oversee complex client engagements to ensure quality, responsiveness, accuracy, and strong overall client experience. Partner closely with leadership on practice management initiatives including forecasting, budgeting, engagement economics, and operational performance. Monitor utilization, profitability, and workflow efficiency while identifying opportunities for process improvements and scalability. Mentor, develop, and manage senior-level tax professionals while fostering a collaborative and growth-oriented team culture. Support business development efforts through relationship management, client expansion opportunities, and strategic advisory discussions. Utilize technology and workflow tools to improve efficiency, reporting capabilities, and client service delivery. Maintain compliance with internal quality standards, regulatory requirements, and risk management procedures. Advise clients on complex tax matters involving pass-through entities, trusts, multi-entity organizations, and transactional activity.
Qualifications
Bachelor’s Degree in Accounting, Finance, or related field required. CPA or EA required. 12+ years of progressive tax experience within public accounting, advisory, or consulting environments. Direct experience with corporate tax return review, including 1120 filings, is required. Strong experience working with closely held businesses, high-net-worth individuals, partnerships, trusts, and pass-through entities. Demonstrated leadership experience managing teams, mentoring professionals, and overseeing complex client relationships.
Compensation A competitive compensation package will be available for this position including a base salary, annual bonus upwards of 20-30%, as well as a GREAT medical, dental, vision, wellness, a GREAT 401K, vacation and sick time, paid holidays, floating holidays, etc. Working Situation This is in the office 4 days a week Monday through Thursday with Fridays being work from home. #J-18808-Ljbffr