Tax Director

We are seeking an experienced and driven Tax Director to join our CPA firm with a clear path to Tax Partner. This role is ideal for a high-performing tax professional who combines deep technical expertise with leadership ability, business development interest, and a long-term commitment to growing within a firm. The Tax Director will play a critical role in managing complex tax engagements, advising clients, mentoring staff, and contributing to the firm's strategic growth while preparing for future partnership.

Responsibilities

Manage and review complex individual, partnership, S-corporation, C-corporation, trust, and estate tax returns; Research and resolve advanced tax issues, providing practical and strategic guidance to clients; Serve as a technical resource to partners, managers, and staff on tax compliance and planning matters; Ensure tax engagements comply with federal, state, and local regulations; Act as a trusted advisor to key clients, maintaining strong long-term relationships; Lead tax planning initiatives, including multi-year strategies, entity structuring, and transactional planning; Communicate proactively with clients regarding deadlines, issues, and opportunities; Participate in client meetings and presentations alongside partners; Lead, mentor, and develop tax managers, seniors, and staff; Review work for quality, accuracy, and efficiency while providing constructive feedback; Assist with staffing, workload management, and workflow optimization, especially during busy season; Foster a collaborative, high-performance team culture; Contribute to firm initiatives related to growth, efficiency, technology, and service offerings; Assist with practice management, including process improvements and best practices; Support recruiting, interviewing, and onboarding of tax professionals; Participate in business development activities, including networking, referrals, and proposal support; Identify opportunities for cross-selling and expanding client services; Begin building a personal book of business in alignment with firm goals; Demonstrate leadership, judgment, and ownership consistent with future partner expectations

Requirements

CPA license required; 10+ years of progressive public accounting experience, including significant tax management responsibility; Strong technical knowledge across a variety of tax entities and industries; Proven ability to manage multiple complex engagements and deadlines; Excellent communication, leadership, and client-service skills; Demonstrated interest in long-term growth and partnership within a CPA firm

Nice to have

Prior experience as a Director or Senior Manager with partner-level exposure; Business development or client origination experience; Familiarity with tax software and workflow systems commonly used in public accounting

Benefits

Bonus; Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental); Company-Paid Life and Long-Term Disability Insurance; Ancillary Benefits such as supplemental life insurance and short-term disability options; Classic Safe Harbor 401(k) Plan with employer contributions; Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning