About the Firm

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.

About the Role

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.

Key Responsibilities

• 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.

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