Tax Director

At 1Source Partners, we serve as trusted advisors dedicated to supporting the growth and long-term success of our clients. We operate in a dynamic, fast-paced environment where professionalism, precision, and collaboration drive everything we do. Our firm provides comprehensive accounting, tax, assurance, and advisory services tailored to the unique needs of business owners, executives, and independent professionals.

Our team is composed of experienced professionals who bring both technical expertise and a deep understanding of business operations. We value strong client relationships and work collectively to deliver insightful guidance, exceptional service, and measurable results.

Job Overview

As a trusted advisor to business owners, executives, and high-net-worth individuals, the Tax Director provides forward-looking tax strategy, risk management guidance, and advisory insight while identifying opportunities to broaden the firm’s tax service offerings. This includes expanding tax planning services and collaborating with other service lines to deliver integrated solutions across accounting, advisory, and assurance. In addition to growth responsibilities, the Tax Director provides advanced technical oversight and strategic review of complex engagements, partnering with firm leadership on final approvals where required. The role also includes mentoring managers and senior managers, maintaining high standards of quality and compliance, and representing the firm externally to strengthen client relationships and support continued market growth.

Key Responsibilities

• Provide strategic oversight and final technical review of complex federal, state, and local tax engagements as signing partner and ultimate technical authority.
• Lead high-level tax strategy discussions for individual (1040), corporate (1120/1120S), partnership (1065), trust, estate, and exempt organization clients, while guiding Senior Managers and engagement teams in preparation and review.
• Build and maintain long-term client relationships, transitioning engagements from compliance-focused services to high-value advisory partnerships that anticipate needs and identify planning opportunities.
• Lead complex, multi-entity tax planning strategies, including entity structuring, income allocation, succession planning, and estate/trust administration, ensuring alignment with client objectives and regulatory requirements.
• Monitor and apply changes in tax laws, regulations, and court rulings, providing proactive guidance on planning opportunities, risk mitigation, and strategic alternatives.
• Support the Tax practice growth strategy by originating new business, managing a defined book of revenue, expanding existing relationships, and converting compliance work into long-term advisory engagements.
• Increase revenue through expanded tax services, cross-practice collaboration, and development of strong referral networks and centers of influence; actively participate in networking and industry events to sustain pipeline growth.
• Track business development metrics and contribute to annual revenue growth and profitability objectives.
• Collaborate with firm leadership on engagement pricing, structuring, and strategic initiatives to enhance profitability, operational efficiency, and client satisfaction.
• Establish and enforce strong documentation standards, structured review processes, and defensible technical positions to mitigate regulatory and operational risk.
• Mentor and develop Senior Managers, Managers, and staff in technical expertise, leadership, client management, and business development; lead firm-wide training initiatives to elevate practice capability and ensure consistent service excellence.
• Represent the firm externally through conferences, professional associations, speaking engagements, and thought leadership to enhance visibility, credibility, and business development opportunities.
• Advocate for the firm’s full range of services by identifying cross-service opportunities and integrating solutions across accounting, audit, and tax to drive long-term client growth.

Qualifications

Required

• Education & Credentials
• Bachelor’s degree in Accounting, Finance, or related field.
• Active CPA license (or licensed attorney).
• Experience
• 12–16 years of progressive public accounting tax experience, including 5+ years leading multiple client engagements and supervising managers or senior managers.
• Demonstrated technical expertise across corporate, partnership, and individual taxation.
• Proven ability to manage a profitable book of business under Partner oversight.
• Leadership & Client Management
• Strong communication, mentorship, and leadership skills.
• Demonstrated success developing staff and nurturing client relationships.
• Ability to identify and convert compliance engagements into value‑added advisory opportunities.
• Excellent research, writing, and review capabilities with emphasis on technical precision and efficiency.

Preferred

• Advanced degree (MST, MAcc, JD, or LLM).
• Prior experience at a regional, national, or Big 4 firm.
• Experience with multi-state, international, or transaction-oriented tax structures.
• Track record of limited origination or expansion of existing client relationships.
• Active participation in professional or community organizations
• Generous PTO policy
• 401k plan with employer contributions
• Opportunities for growth

Why Join Us?

• Dynamic and Growing Firm: Join a forward-thinking firm experiencing exciting growth across multiple service lines. We foster an environment that prioritizes agility, upholds the highest standards of quality and accountability, encourages collaboration, nurtures strong relationships, and is guided by a shared commitment to excellence.
• Commitment to Professional Development: We invest in our people through regular performance reviews, support for professional education and certifications, in-house training opportunities, and a structured coaching and mentorship program. These initiatives are designed to help you expand your expertise, strengthen your skills, and advance your career within the firm.
• Collaborative and Client-Focused Culture: Work alongside professionals who take pride in building strong client relationships and delivering exceptional service. Our team-oriented approach ensures you have the support and resources needed to succeed.
• Comprehensive Compensation and Benefits: We offer a competitive compensation structure, performance-based incentives, and a comprehensive benefits package designed to support your overall well-being and work-life balance.