Tax Director

Chief People & Platform Officer | Strategic HR & Operations Executive

About Elevate

Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture.

As part of our continued expansion across Northern California, we are seeking an experienced Tax Director to lead and grow our Bay Area tax practice. This high-impact leadership role will oversee tax strategy, client service, and team development across multiple Elevate partner firms, helping integrate and elevate capabilities within Elevate’s broader national platform.

This role is for our partner firms in the Bay Area: TYS Advisors LLC and Gilmore Advisors LLC

Key Responsibilities

• Lead and expand the Bay Area tax practice, with responsibility for growth, client service excellence, and leadership of multi-office teams.
• Deliver high-quality tax advisory and compliance services to entrepreneurial businesses, family offices, and high-net-worth individuals.
• Serve as a strategic tax advisor to clients on complex matters, including structuring, transactions, and planning opportunities.
• Collaborate with partner firms to unify processes, share best practices, and implement consistent quality and technology standards.
• Drive practice growth through expansion of services to existing clients and development of new business relationships across the Bay Area.
• Recruit, mentor, and inspire a high-performing team, fostering a collaborative, growth-oriented culture.
• Work closely with Elevate’s leadership team and shared services functions to leverage data, AI tools, and operational innovation across the platform.

Qualifications

• Active CPA license required.
• 10+ years of progressive experience in business taxation, ideally with a Big 4, large national, or top regional firm.
• Demonstrated success in leading client engagements and growing a tax practice.
• Strong technical expertise across corporate, partnership, and individual taxation.
• Excellent client relationship and communication skills.
• Proven leadership experience in developing, mentoring, and managing teams.
• Entrepreneurial mindset and ability to thrive in a dynamic, growth-focused environment.

What We Offer

• A leadership role with the opportunity to build and scale a premier multi-firm tax practice in one of the nation’s most dynamic markets.
• Competitive compensation, annual performance bonus, and participation in an equity incentive program (profits interests / stock options) tied to Elevate’s long-term growth.
• The resources, capital, and technology of Elevate’s national platform, combined with the culture and autonomy of local firms.
• Comprehensive benefits package including health, retirement, paid time off, and wellbeing programs.
• Long-term career growth, leadership development, and national exposure across Elevate’s expanding network of firms.
• A collaborative, innovative environment where you can make a lasting impact on clients, colleagues, and the profession.

Location

This role is based in the San Francisco Bay Area (San Mateo, Walnut Creek, or surrounding markets) and offers flexibility with client-facing and hybrid work arrangements.

Seniority level

• Director

Employment type

• Full-time

Job function

• Accounting/Auditing
• Business Consulting and Services, Professional Services, and Financial Services