Tax Director

Job Description

Tax Director – Public Accounting

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Location: New York Metro | Long Island, NYC or White Plains

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Working Arrangement: Hybrid

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Experience: 10+ Years | CPA Required

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Ready for the Next Step in Your Tax Career?

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An established and growing CPA and advisory firm is looking for an experienced Tax Director to take on a key leadership position within its New York practice.

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This is an opportunity for someone who enjoys the technical side of tax but wants to be more involved in client relationships, developing people and helping shape the direction of a growing practice .

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You'll work closely with the Partners, take ownership of a sophisticated client portfolio and play an important role in the firm's continued expansion.

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For an experienced Senior Tax Manager looking to step up, or an existing Director seeking greater responsibility and influence, this could be an excellent move.

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The Opportunity

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You'll oversee a diverse portfolio of clients, including high-net-worth individuals, privately held businesses, partnerships, corporations and trusts.

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The work covers a broad range of tax matters, including:

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• Individual and high-net-worth taxation.
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• Trusts, estates and fiduciary taxation.
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• Partnership and corporate taxation.
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• Multistate tax compliance and planning.
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• Complex tax research and advisory projects.
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• Tax planning for business owners and closely held companies.
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• Real estate taxation, depending on your experience.
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This isn't simply a position focused on reviewing returns. You'll be expected to understand your clients' wider financial and business circumstances, identify planning opportunities and provide proactive advice.

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Your Responsibilities

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Client Leadership & Advisory

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• Act as the primary relationship contact for key clients.
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• Oversee complex federal, state and multistate tax engagements.
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• Review individual, fiduciary, partnership and corporate tax returns.
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• Provide strategic tax planning and technical advice.
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• Identify opportunities to improve clients' tax positions.
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• Advise on changing tax legislation and its implications.
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• Work directly with Partners on complex client matters.
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Practice & Team Leadership

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• Lead and develop Tax Managers, Seniors and Associates.
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• Oversee engagement planning, staffing, workflow and deadlines.
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• Maintain high standards of technical quality and client service.
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• Mentor future leaders within the tax department.
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• Collaborate with Partners on improving processes and team performance.
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• Support recruitment, training and the continued development of the practice.
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Business Development

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• Build and strengthen long-term client relationships.
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• Identify opportunities to expand existing accounts.
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• Introduce additional advisory and accounting services where appropriate.
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• Contribute to the firm's wider growth strategy.
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• Help develop new business opportunities through professional relationships and referrals.
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What We're Looking For

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• 10+ years of public accounting tax experience.
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• Active CPA licence required.
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• Bachelor's degree in Accounting or a related discipline.
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• Strong experience across individual, corporate, partnership and fiduciary taxation.
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• Good understanding of federal and multistate tax matters.
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• Previous experience managing complex client engagements.
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• Demonstrated success leading and developing tax professionals.
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• Strong technical research and advisory capabilities.
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• Confidence working directly with business owners and senior decision-makers.
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• Excellent communication, organisation and leadership skills.
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Experience working with real estate clients would be particularly advantageous.

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Familiarity with UltraTax CS, Checkpoint, QuickBooks or similar accounting and tax platforms would also be beneficial.

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Why Consider This Opportunity?

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The attraction here is the chance to move into a position where your contribution goes beyond managing compliance deadlines.

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You'll benefit from:

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• Hybrid working across the New York Metro area.
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• A senior leadership position within a growing CPA firm.
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• Direct collaboration with Partners and decision-makers.
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• An established client portfolio with complex tax requirements.
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• A strong combination of compliance, planning and advisory work.
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• The opportunity to influence how the tax practice develops.
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• Responsibility for mentoring and building a high-performing team.
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• Exposure to business development and strategic client relationships.
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• A competitive compensation package and employee benefits.
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• The opportunity to establish yourself as a key leader within the firm.
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Interested in Learning More?

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If you're currently a Tax Senior Manager or Tax Director within public accounting and would be interested in exploring a role with greater client ownership, leadership responsibility and long-term potential, I'd welcome a confidential conversation.

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Even if you're not actively looking, I'm happy to share more about the firm and what makes this opportunity worth considering.