Tax Director | Bay Area (San Francisco / East Bay / Peninsula)
Whitman Transition Advisors Job Community
We’re seeking a Tax Director to lead and grow the Bay Area tax practice for a progressive, growth-focused accounting group that’s redefining how firms scale and deliver exceptional client service. This is a high-impact leadership role overseeing tax strategy, client relationships, and team development across multiple partner firms in Northern California. You’ll play a key part in expanding capabilities, driving growth, and shaping the future of an integrated tax platform. Key Responsibilities Lead and expand the Bay Area tax practice, driving growth and operational excellence Deliver high-quality tax advisory and compliance services to entrepreneurs, family offices, and high-net-worth individuals Serve as a strategic advisor on complex matters such as structuring, transactions, and planning opportunities Collaborate with partner firms to unify processes, elevate service quality, and leverage technology Recruit, mentor, and inspire a high-performing team, fostering collaboration and innovation Work with leadership to implement data, analytics, and AI-driven improvements across the platform Qualifications Active CPA license required 10+ years of progressive experience in business taxation (public accounting background preferred) Proven record in leading client engagements and growing a tax practice Expertise in corporate, partnership, and individual taxation Strong leadership, communication, and client advisory skills Entrepreneurial mindset and ability to thrive in a dynamic, growth-focused environment What’s in It for You Leadership opportunity in one of the nation’s most dynamic tax markets Competitive compensation, annual performance bonus, and long-term incentive potential Resources and technology of a national platform, combined with local firm autonomy Comprehensive benefits and long-term career development opportunities Collaborative, innovative culture where your impact truly matters 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. Interested or know someone who fits? Let’s connect. #J-18808-Ljbffr Whitman Transition Advisors Job Community
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