Tax Director

Overview

An established professional services firm is seeking an experienced Tax Director to serve as a trusted advisor and primary relationship leader for a portfolio of closely held business and individual tax clients. This leadership role combines technical tax expertise, strategic client advisory, team development, and operational oversight.

The ideal candidate is a client-focused tax professional who enjoys building long-term relationships, leading high-performing teams, and helping business owners navigate complex tax and business decisions. Beyond tax compliance, this role involves serving as a year-round advisor, collaborating with specialists across the firm to deliver comprehensive solutions that help clients achieve their goals.

Responsibilities

Client Advisory & Relationship Management

• Serve as the primary relationship leader for an assigned client portfolio.
• Develop a deep understanding of clients' businesses, ownership structures, and strategic objectives.
• Build and maintain trusted relationships with business owners, executives, and key stakeholders.
• Proactively advise clients on tax, operational, and strategic business matters.
• Identify opportunities to deliver additional value through advisory, accounting, technology, and consulting services.
• Coordinate resources and specialists to provide integrated client solutions.

Tax Compliance, Planning & Advisory

• Oversee the delivery of tax compliance and advisory services for business and individual clients.
• Review complex partnership, S corporation, C corporation, and individual tax returns.
• Provide tax planning guidance related to ownership structures, business decisions, and growth initiatives.
• Collaborate with subject matter experts on state tax, transactions, accounting methods, credits and incentives, and other specialized tax matters.
• Stay current on tax law developments and communicate implications to clients and team members.

Leadership & Team Development

• Lead, mentor, and develop Tax Senior Managers, Managers, and staff.
• Provide technical guidance, coaching, and performance feedback.
• Foster collaboration, accountability, and continuous learning across engagement teams.
• Support employee growth through mentoring and professional development initiatives.

Engagement & Practice Leadership

• Oversee service delivery, engagement quality, and client satisfaction across your portfolio.
• Monitor engagement performance, including realization, utilization, work in progress (WIP), and accounts receivable.
• Ensure projects are completed efficiently, on time, and within budget.
• Contribute to operational improvements, process enhancements, and strategic initiatives that support firm growth and scalability.

Required Qualifications

• Bachelor's degree in Accounting or related field.
• Active CPA license.
• 10+ years of public accounting tax experience.
• Strong technical expertise in partnership, S corporation, C corporation, and individual taxation.
• Proven ability to build and maintain executive-level client relationships.
• Experience managing multiple client engagements and engagement economics.
• Strong leadership, coaching, and team development skills.
• Excellent written and verbal communication abilities.

Preferred Qualifications

• Experience serving Architecture, Engineering, and Construction (AEC) or other closely held business clients.
• Master's degree in Taxation (MST) or related advanced degree.
• Experience with federal tax credits and incentives, state tax planning, M&A tax, accounting methods, or other specialty tax areas.
• Experience with tax and practice management software such as CCH Axcess, GoSystem, ProSystem fx, Deltek, or similar platforms.
• Demonstrated success identifying cross-service opportunities and supporting firm growth initiatives.

Additional Experience

• Experience working successfully in a fully remote environment.
• Experience within the Tax Department of a leading professional service firm.
• Experience within the AEC Industry.

Compensation & Benefits

• Salary range: $180,000 - $205,000, with final offer based on skills, experience, knowledge, licensure, certifications, and geography.
• Health & wellness options including three medical plans to fit different needs and budgets.
• Access to zero-cost telehealth services and wellness discounts for gym memberships, nutrition guidance, and mental health support.
• Flexible paid time off policy and 10 paid holidays.
• Employer-backed Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs).
• Employer-paid life insurance, accidental death & dismemberment (AD&D), and comprehensive short- and long-term disability coverage.
• Employee Assistance Program and access to personal insurance options.

Location

• This role supports a fully remote work environment.

Equal Opportunity

The organization is committed to building an inclusive workplace and will provide reasonable accommodations for individuals with disabilities throughout the application and employment process.