Director, Tax (Small Business & Accounting)

Overview

An established accounting firm is seeking an experienced Small Business Tax & Accounting Director to join their growing tax team. This role focuses on serving small business clients, mentoring team members, and contributing to a high-performing public accounting environment. The position involves delivering quality tax services, building trusted client relationships, and supporting team development.

Responsibilities

Client Leadership & Advisory

• Serve as the primary advisor for a portfolio of small business clients across various industries.
• Build and maintain strong, long-term client relationships, acting as a trusted resource for business owners.
• Provide proactive guidance on accounting, tax planning, cash flow, and operational matters.
• Identify opportunities to expand client services and collaborate with partners on business development.

Tax & Accounting Oversight

• Review and approve federal, state, and local tax returns for individuals and small businesses, including Forms 1040, 1065, 1120S, and 1120.
• Sign tax returns in accordance with firm policy and professional standards.
• Oversee monthly, quarterly, and year-end accounting engagements, including financial statement reviews.
• Ensure compliance with current tax laws, regulations, and professional standards.

Leadership & Team Development

• Lead, mentor, and develop managers, senior accountants, and staff within the small business practice.
• Provide technical guidance and review work to ensure accuracy, quality, and consistency.
• Support performance management, coaching, and career development initiatives.
• Foster a collaborative, high-performing team environment aligned with firm values.

Practice Management & Strategy

• Assist partners in managing workflow, capacity planning, and engagement economics.
• Contribute to the development and refinement of small business service offerings.
• Support process improvement initiatives, including the use of technology and automation tools.
• Stay current on tax law changes and industry trends and share knowledge across the firm.

Requirements

• CPA license in good standing preferred.
• 10–15 years of progressive public accounting experience with a strong focus on small business clients.
• Extensive experience reviewing and signing tax returns.
• Deep technical knowledge of small business tax and accounting matters.
• Proven ability to manage client relationships and lead engagement teams.
• Strong understanding of accounting systems and cloud-based platforms.
• Experience with ProFx is a plus.

Key Competencies

• Client-focused mindset with strong advisory skills.
• Technical excellence in tax and accounting.
• Leadership and people development.
• Strategic thinking and business acumen.
• Excellent communication and relationship-building skills.

Additional Information

• This position is remote, but occasional travel to client locations, corporate meetings, and trainings may be required.

Compensation & Benefits

• Salary range: $138,000 – $175,000 per year, excluding bonus potential.
• Competitive salary and bonus plan.
• Flexible work-from-anywhere policy (including options for Westborough, Boston, hybrid, or fully remote).
• Comprehensive benefits package including subsidized medical and dental, 401(k), life insurance, and disability coverage.
• Generous and flexible paid time off.
• On-staff leadership and professional development coaching and training.
• Complimentary consultations with wealth management advisors.
• Extensive learning and development resources (CPE catalog).
• Firm-sponsored memberships (AICPA and State CPA Society).
• Access to automation tools to streamline manual processes.
• Team member referral incentives and peer-driven awards.

Equal Opportunity Statement

The employer is committed to creating a diverse and inclusive environment and encourages candidates from all backgrounds to apply. They provide equal employment opportunities without discrimination based on race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other protected status. Accommodations are available for applicants with disabilities.