Tax Director

Job Description

Job Description

The Tax Director is a senior leadership role responsible for serving as the primary relationship manager and trusted advisor for a portfolio of clients while providing strategic tax planning, consulting, and oversight of complex tax engagements. This is a highly client-facing position focused on building long-term relationships, delivering exceptional service, and helping clients achieve their business and financial objectives.

In addition to leading engagements and mentoring team members, the Director plays a key role in the firm's continued growth through business development, client retention, and leadership initiatives. This position offers a clearly defined path to Partner for individuals who demonstrate exceptional client leadership, technical expertise, business development success, and alignment with the firm's values.

The ideal candidate is an experienced public accounting professional with outstanding relationship-building skills, strong business acumen, and a passion for developing people while delivering exceptional client service.

Key Responsibilities

Client Leadership & Business Advisory

• Serve as the primary relationship manager and trusted advisor for a portfolio of business and individual tax clients.

• Build and maintain long-term client relationships by providing proactive communication, strategic tax planning, and practical business advice.

• Meet regularly with clients to understand their goals, identify opportunities, and provide value beyond tax compliance.

• Deliver a high-touch client experience while serving as the firm's lead point of contact for assigned relationships.

• Identify opportunities to expand services and collaborate across the firm to meet evolving client needs.

• Participate in networking, referral development, and business development activities that contribute to firm growth.

Tax Leadership

• Provide technical oversight and review of complex federal, state, and local tax returns for individuals, partnerships, corporations, S corporations, trusts, and nonprofit organizations.

• Ensure technical accuracy and compliance with applicable tax laws and regulations.

• Research complex tax issues and develop practical, client-focused recommendations.

• Stay current on changes in tax legislation and industry developments to proactively advise clients.

Team Leadership & Development

• Lead, mentor, coach, and develop managers, seniors, staff accountants, and interns.

• Delegate work effectively while providing guidance, technical support, and professional development.

• Review work product and provide timely, constructive feedback.

• Assist with recruiting, onboarding, training, succession planning, and performance evaluations.

• Foster a collaborative, accountable, and high-performing team culture.

Engagement & Practice Management

• Oversee multiple client engagements while ensuring deadlines, budgets, and quality standards are consistently achieved.

• Collaborate with Partners, Directors, Managers, and staff to effectively manage workflow and staffing.

• Communicate project status, priorities, and resource needs across teams.

• Drive continuous improvement in engagement management, processes, and client service delivery.

Firm Leadership

• Participate in strategic planning and firm leadership initiatives.

• Help shape the future growth of the tax practice through innovation, process improvement, and talent development.

• Represent the firm within the business community and professional organizations.

• Champion the firm's culture of collaboration, responsiveness, and client service excellence.

Partner Track Opportunity

This position is designed as a long-term leadership opportunity with a clear path toward Partner. Directors are expected to cultivate trusted client relationships, contribute to business development, mentor future leaders, and help drive the strategic growth of the firm. Individuals who consistently demonstrate leadership, client impact, practice growth, and alignment with the firm's culture will have the opportunity to advance into partnership.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or a related field.

• Minimum of 10 years of progressive tax experience in public accounting.

• Minimum of 5 years of leadership experience managing tax professionals.

• Extensive experience serving as the primary advisor and relationship manager for business clients.

• Strong technical expertise reviewing complex tax returns across multiple entity types.

• Demonstrated success managing multiple client engagements and competing priorities.

• Excellent written, verbal, and interpersonal communication skills.

• Strong leadership, organizational, and problem-solving abilities.

• Proven ability to build trusted client relationships and deliver exceptional client service.

CPA license is not required. Candidates with significant public accounting experience and demonstrated technical expertise are strongly encouraged to apply.

Preferred

• Master's degree in Taxation, Accounting, or a related discipline.

• Experience providing strategic tax planning and consulting services.

• Experience with tax preparation and workflow management software.

• Demonstrated success in business development, client retention, or practice growth.

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.