Tax Director

Overview

We present an exceptional opportunity for a Director of Tax to elevate their career within a $6M CPA firm recently acquired by a dynamic wealth management company. This in-office role is part of a long-term succession plan, with a 12–18 month path to Partner as the current Managing Partner transitions out. You’ll work closely with forward-thinking leadership dedicated to modernizing and expanding the firm’s capabilities while continuing to serve a high-value client base, including a large concentration of dental practices.

Ideal candidates are accomplished tax professionals with proven leadership skills who are eager to play a pivotal role in guiding the firm through this exciting period of growth and transition.

• Lead and manage tax engagements, delivering premium tax services to a diverse range of clients.
• Develop and maintain strong client relationships, providing exceptional advisory services and insights.
• Mentor, coach, and manage team members 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.

• 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.

• Path to Partnership in 12–18 months as part of succession planning.
• Opportunity to influence the direction of a mid-sized CPA firm during a pivotal ownership transition.
• High-value client portfolio with growth opportunities in a modernized, forward-looking environment.