Tax Director
Job Description
Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm is seeking an experienced Tax Director with strong leadership capabilities who is ready to step into a high-impact role and play a pivotal part in the firm’s next chapter of growth.
The Tax Director is a key in-office leadership hire, brought on as part of a long-term succession plan with a genuine, performance-based path to Partner. Rather than a fixed timeline, advancement is tied to demonstrated leadership and impact — giving a strong performer real influence over how quickly that path unfolds.
You will lead a team of 6–15 professionals and oversee a broad book of work spanning individual, business, and trust/estate tax, plus advisory services for a high-value, wealth management client base — offering more sophisticated, varied work than a typical tax leadership role.
You’ll work closely with a collaborative leadership team dedicated to modernizing and expanding the firm’s capabilities, with the firm’s sole owner retaining final decision-making authority. Ideal candidates are accomplished tax professionals with proven leadership skills who are eager to guide the firm through this exciting period of growth and transition.
• Lead and manage tax engagements, delivering premium tax services — individual, business, trust/estate, and advisory — to a diverse range of clients.
• Develop and maintain strong client relationships, providing exceptional advisory services and insights.
• Mentor, coach, and manage a team of 6–15 professionals across multiple locations, fostering a culture of collaboration and professional growth.
• Stay current on tax legislation and industry trends to deliver proactive, innovative solutions.
• Partner with firm leadership to execute strategic initiatives and strengthen the firm’s market position.
• Participate in business development efforts and networking to support long-term growth.
Requirements
• Active CPA license.
• 9+ years of public accounting tax experience, including at least 2 years in a leadership role.
• Strong leadership, communication, and interpersonal skills.
• Demonstrated ability to manage multiple priorities and deadlines.
• Commitment to exceptional client service and team development.
Benefits
• Base compensation: $200,000–$250,000, commensurate with experience.
• Bonus: Performance bonuses paid in June and December, based on individual and firm performance.
• Profit share: Additional share of firm profits.
• Path to Partner: A genuine, performance-based path to equity partnership as part of a planned ownership transition — timeline driven by impact, not a fixed schedule.
• Work arrangement: Primarily in-office, with some flexibility for the right candidate.
• Paid Time Off: Flexible/unlimited PTO.
• Retirement: 401(k) with company match.
• Health coverage: Medical, dental, and vision insurance.
• Professional development: CPE / professional development budget.
• Culture: A collaborative, forward-looking leadership team with meaningful influence over firm direction and growth.
