Tax Director

Role Overview

• 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

Benefits

• 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