HYBRID Tax Director - $180k-$230k

Tax Director - Hybrid (Port Washington, NY)

Compensation & Work Culture

• Salary Range: $180,000 - $230,000 + Performance Bonus & Executive Benefits

• Work Arrangement: Hybrid (Flexible office/remote schedule based out of our Port Washington, NY office)

Why Join Us? Are you a seasoned tax leader ready to step into a high-visibility executive role? We are seeking a dynamic, forward-thinking Tax Director to lead tax strategy, compliance, and strategic advisory for our premier client portfolio across Long Island and the greater New York area. In this key leadership position, you will oversee a talented tax team, partner with high-net-worth families and business owners, and drive practice innovation-all within a firm culture that values excellence, growth, and work-life flexibility!

What You'll Do

• Executive Leadership & Strategy: Lead and oversee the preparation, review, and timely execution of complex individual (Form 1040), entity (S-Corp/1120S, Partnership, C-Corp), and fiduciary/estate (Form 1041) tax returns.

• Proactive Advisory & Tax Planning: Serve as the trusted lead advisor for high-net-worth individuals (HNWIs), family offices, and business leaders, delivering sophisticated tax-minimization and estate-planning strategies.

• Team Mentorship & Practice Building: Supervise, mentor, and elevate a high-performing team of tax professionals, conducting technical training and conducting performance reviews.

• Cross-Functional Collaboration: Partner directly with wealth management advisors, estate attorneys, and corporate executives to deliver integrated, multi-disciplinary financial solutions.

• Process & Technology Optimization: Drive operational efficiency by implementing state-of-the-art tax software, workflow automation, and quality-control standards across the department.

• Tax Controversy Leadership: Serve as primary counsel for complex tax inquiries, audit representation, and state/federal regulatory matters.

What We're Looking For

• Credentials: Active, licensed Certified Public Accountant (CPA) required.

• Experience: 8+ years of progressive tax leadership experience in public accounting, featuring deep expertise in complex 1040s, multi-state compliance, and entity taxation.

• Specialized Expertise (Preferred): Deep familiarity with trust/estate taxation (Form 1041), 1120S/partnership structures, and advising HNWIs on wealth preservation.

• Leadership & Acumen: Exceptional executive presence, team development capabilities, and proven success in managing high-value client relationships.

• Technical Mastery: Advanced command of complex federal/state tax law, advanced research tools, major tax platforms (e.g., Lacerte, ProSystem fx, Drake), and Microsoft Office suite.