Boutique Public CPA: Tax Director; Partner Track

Senior Tax Manager / Tax Director – Partner Track

Salary: $150,000 – $200,000+ (potential flexibility for exceptional experience)

Location: Northern Virginia (Great Falls Area)

Office Situation: Primarily in-office during tax season with some hybrid flexibility outside busy season once established

Why This Opportunity Stands Out:

This is a rare opportunity to join a highly respected boutique public accounting firm with an established private-client practice, long-term client relationships, and a real path toward future partnership.

This is not a churn-and-burn environment. The firm has built a strong reputation through referrals, retention, and relationship-driven client service over several decades. They are looking for someone who genuinely enjoys public accounting, values client relationships, and wants long-term growth in a collaborative environment.

What makes this role especially unique:

• Real Partnership-Track Potential – Leadership is actively planning for long-term succession and client transition
• Established Client Base – Opportunity to step into an existing book of high-net-worth individuals, trusts, estates, and closely held businesses
• Excellent Work-Life Balance for Public Accounting – Limited overtime outside tax season
• Strong Compensation & Benefits:
  • Base salary up to $200K+ depending on experience
  • Bonus potential
  • 3% 401(k) match
  • Employer-paid health benefits contribution
  • CPE/CPA support
  • Generous PTO structure with additional OT-to-vacation conversion
• Tight-Knit, Professional Team – Direct access to firm leadership with a collaborative, low-ego environment
• Focused Tax Practice – No audit work and no international tax
• Growing Firm – Strong referral pipeline and continued organic growth

Key Responsibilities:

• Prepare and review 1040, 1041, 1065, and 1120S tax returns
• Manage relationships with private clients, trusts, estates, and closely held businesses
• Review tax work and support junior staff development
• Provide tax planning and advisory support to clients
• Assist with long-term client relationship transition and succession planning
• Utilize CCH Axcess and Quick Books within tax workflow processes

Qualifications:

• Required:
  • CPA required
  • 7+ years of public accounting tax experience
  • Strong hands-on 1040 experience
  • Public accounting background
  • Experience managing client relationships
  • Strong communication skills
  • Ability to work onsite during tax season
  • Interest in long-term public accounting and leadership growth
• Preferred:
  • Trust & estate experience
  • Pass-through entity experience (1065 / 1120S)
  • Private client or high-net-worth client exposure
  • CCH Axcess experience
  • Quick Books experience
  • Boutique or regional CPA firm background
  • Experience mentoring or reviewing staff work

If you’re looking for a long-term public accounting opportunity where you can grow professionally, build meaningful client relationships, and potentially step into future leadership, this is absolutely worth a conversation.

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CPA #Tax Careers #Boutique

CPA #High Net Worth Tax  #Pass Through Entities  #CFS #CF Staffing @CFS

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2026

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Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

Senior Tax Manager / Tax Director – Partner Track

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