About Us

We are a modern, entrepreneurial CPA firm focused on helping small businesses, startups, and real estate investors through tax, accounting, and advisory services. We are building a firm that prioritizes proactive strategy over reactive compliance, strong client relationships over transactional work, and systems-driven operations over chaos.

We are looking for a Director of Tax to lead and scale the tax department alongside the Managing Partner. This is a hands-on leadership role for someone who is equally comfortable preparing and reviewing returns, solving complex tax issues, developing processes, implementing technology and AI tools, and building a high-performing tax practice over time.
This role is ideal for someone who wants meaningful ownership and influence in a growing firm, not just another layer of middle management inside a large organization.

Position Overview

The Director of Tax will oversee all tax-related functions within the firm, including tax compliance, tax planning, client advisory, tax research, notices and resolutions, workflow/process management, and future tax team development.

Initially, this is a “player-coach” role. You will personally prepare and review a significant volume of business and individual tax returns while helping build the infrastructure, processes, technology stack, and team necessary to scale the department.

Over time, the role will evolve into broader leadership and management responsibilities as the tax practice continues to grow.

Key Responsibilities

Tax Compliance and Review 

• Prepare and review federal and state tax returns for:
  • S Corporations (1120S)
  • Partnerships (1065)
  • Individuals (1040)
  • Multi-State Filings
• Ensure accuracy, completeness, and timely delivery of returns
• Manage tax deadlines, quarterly estimates, extensions, and filing workflows
• Identify tax-saving opportunities during return preparation and review
• Maintain high standards for quality control and technical accuracy

Tax Planning & Advisory

• Lead proactive tax planning engagements for business owners and high-income individuals
• Develop and present tax strategies tailored to client goals and circumstances
• Utilize tax planning software and forecasting tools to model planning opportunities
• Collaborate with clients throughout the year on:
• Entity structure optimization
• Estimated tax planning
• Reasonable compensation
• Retirement strategies
• Multi-state tax considerations
• Pass-through entity elections
• Business growth and exit planning
• Support the firm’s shift toward more advisory-focused relationships

Client Communication & Problem Solving

• Serve as a lead technical and strategic point of contact for tax clients
• Respond to client tax questions throughout the year in a timely and professional manner
• Assist with:
• IRS and state notices
• Payroll tax issues & filings
• Sales tax questions
• Tax research and technical interpretation
• Build trusted relationships with clients through proactive communication and practical guidance

Process Development & Technology

• Work directly with the Managing Partner to improve and scale the tax department
• Develop and refine tax workflows, SOPs, review procedures, and quality control systems
• Identify opportunities for automation and operational improvement
• Help drive implementation and optimization of AI and technology tools across the tax practice
• Contribute to strategic decisions regarding future systems, staffing, and departmental growth

Team Leadership & Department Growth

• Assist in recruiting, onboarding, and mentoring future tax team members
• Help establish performance expectations and best practices within the tax department
• Foster a culture of accountability, ownership, responsiveness, and continuous improvement
• Support the long-term development of a scalable and modern tax practice

Qualifications

Required

• 6+ years of public accounting tax experience
• Strong experience preparing and reviewing:
• 1120S
• 1065
• 1040
• Multi-state returns
• Deep understanding of small business and owner tax planning concepts
• Strong technical tax research skills
• Experience managing client relationships directly
• Ability to work independently and operate with minimal oversight
• Strong organizational and project management skills
• Excellent written and verbal communication skills
• Comfortable operating in a fast-moving, evolving environment

Preferred

• Active U.S. CPA license
• Experience in a small or entrepreneurial CPA firm
• Experience building or improving tax department processes
• Familiarity with:
• ProConnect Tax Online
• Intuit Tax Advisor
• TaxDome
• AI and workflow automation tools
• Experience mentoring or managing tax staff
  

What We’re Looking For

This role requires more than technical tax knowledge. We are looking for someone who:

• Has an entrepreneurial mindset
• Is highly accountable and dependable
• Can “figure it out” without constant direction
• Is process-oriented and operationally minded
• Communicates confidently and empathetically with clients
• Is proactive rather than reactive
• Embraces technology and innovation
• Wants to help build something, not just maintain it
• Is willing to roll up their sleeves and lead by example

This is not the right role for someone looking to simply manage from a distance or avoid hands-on production work.

What Success Looks Like

Within the first 12 months, success in this role will likely include:

• Taking ownership of the majority of the firm’s tax operations
• Improving turnaround times and overall return quality
• Helping reduce Managing Partner involvement in day-to-day tax production
• Improving client responsiveness and proactive communication
• Expanding tax planning and advisory offerings
• Implementing process improvements and automation opportunities
• Helping establish the foundation for a scalable tax department

Why Join Us

• Opportunity to help shape and lead a growing tax department
• Direct collaboration with firm leadership
• Ability to make a meaningful impact on clients and firm operations
• Entrepreneurial and forward-thinking environment
• Flexibility and autonomy in a fully remote setting
• Opportunity for long-term growth as the firm scales