Tax Director

Tax Director – NJ Office Lead

Our client is a modern, tech-forward accounting platform that acquires established CPA practices and operates them with the capital, technology, and support that independent firms rarely have access to. They’re seeking a Tax Director to lead their New Jersey business unit, starting with an established office in the Andover area with additional offices joining the portfolio in the coming years. This isn’t a narrow technical role — it’s a leadership position for someone who’s comfortable owning a book of business, managing a team, and partnering on the operational work of building something better. Total compensation up to $270k.

Key Responsibilities:

• Lead the NJ business unit as principal in charge, owning client relationships, quality, and day-to-day operations
• Stay hands-on with the existing book of business — review, sign off, and serve as the senior technical resource clients rely on
• Manage and develop the local team in a collaborative, coaching-oriented environment
• Partner with firm leadership on transforming processes and systems across offices as the platform scales
• Prepare and review returns across a broad mix of entity types; this is a generalist role, not a narrow specialty

What We’re Looking For

Two profiles tend to fit this role well.

The first is someone ambitious and quick to learn who has already owned a book of business, even a smaller one, and is ready to take on a larger stage.

The second is someone who has done this job before, stepped away for any reason, and is now ready to get back in. In either case, small-firm experience matters here.

This firm needs someone who can handle the full picture, not just one slice of it.

• CPA preferred; experienced EAs will be considered
• Several years of public accounting experience in a small or mid-size firm environment
• Broad technical proficiency across individual, business, partnership, and other return types
• Demonstrated ability to own and retain client relationships
• Experience leading or mentoring a team, or clear readiness to step into that role
• Tech-forward mindset with genuine interest in how AI and modern tooling are reshaping the profession

This is a strong opportunity for a tax professional who wants real ownership, a platform behind them, and the chance to help build something that’s genuinely different from the traditional CPA firm model. For immediate consideration, please contact Gatlin Johnson directly.

About The Agency Recruiting

The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.

All career opportunities listed on The Agency Recruiting’s official website and official LinkedIn page are verified and deemed credible. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.

Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.