Tax Engagement Director

Opportunity Overview - Tax Engagement Director

Tax Engagement Directors do not operate in silos. You are supported by:

• A dedicated back-office team handling preparation and technical execution
• Practice area leadership and structured review processes
• Clear systems, standards, and defined scopes

This structure allows our Tax Engagement Directors to focus on where they add the most value: clients, planning, leadership, and opportunity identification -- not grinding through technical work.

The Tax Engagement Director role is a leadership position and a natural progression for experienced tax professionals who want greater client ownership, influence, and impact.

This role is not about preparing returns. It is about:

• Leading client relationships
• Managing engagement scope and expectations
• Driving planning conversations
• Reviewing and guiding work prepared by a dedicated back office
• Identifying additional advisory opportunities

Tax Engagement Directors operate as the quarterback for their clients -- supported by strong internal systems and technical teams.

• Serve as the primary point of contact for assigned clients
• Lead annual and ongoing tax planning and advisory conversations
• Manage engagement scope, deliverables, and client expectations
  
  Review work prepared by internal teams for accuracy and alignment
• Coach and develop team members through review and training
• Identify opportunities for expanded tax, financial, and valuation services

Success is measured by client outcomes, relationship depth, and long-term value -- not hours billed or returns processed.

• Emphasis on relationship management and strategy, not volume compliance
• Dedicated back office handling preparation and execution
• Fixed-fee, results-based advisory model
• Clear expectations, systems, and leadership support
• Opportunity to build long-term client relationships and advisory depth

This is not a traditional role, and as such, we are looking at candidates who might come with a Senior Tax, Tax Supervisor, Tax Manager, or Fractional CFO background. Additionally:

• 5+ years of experience in tax or related advisory roles
• Active credential required:
  Certified Public Accountant (CPA), or
• Enrolled Agent (EA), or
• Certified Valuation Analyst (CVA)
• Strong client-facing communication skills
• Desire to lead, review, and plan -- not just execute

• Targeting candidates located in New England
• Flexible office schedule and geographic flexibility for the right candidate

• 50% paid after successful completion of the 90-day probationary period
• 50% paid at the one-year anniversary

• Eligibility for the firm's incentive and profit-sharing program
• Additional compensation potential estimated at $25,000 - $50,000+ annually, based on performance, client relationships, and firm growth

• Additional compensation opportunities tied to continued professional development, advanced credentials, and expanded areas of expertise
• Ongoing investment in leadership development and advisory skill building

• Engagement Directors are viewed as long-term leaders within the firm
• As the firm continues to grow, Engagement Directors play a central role in shaping client relationships, developing future leaders, and expanding the firm's advisory platform
• For high-performing Engagement Directors who demonstrate leadership, relationship ownership, and sustained impact, a path to senior leadership and potential partnership is available

This role is not a fit for professionals who prefer purely technical work or limited client interaction.

This role is ideal for professionals who:

• Enjoy building deep, trusted client relationships
• Think strategically and proactively
• Want ownership and leadership responsibility
• Are ready to move beyond traditional tax manager roles