Tax Director

Looking for More Than Just Another Tax Season?

At Wealth Management CPAs , we're looking for an experienced tax professional who wants more than preparing returns and climbing another corporate ladder.

We're open to hiring at the Tax Manager, Senior Tax Manager, or Tax Director level because our focus is on finding the right person, not fitting someone into a pre-selected title.

This opportunity was created as our longtime tax leader begins transitioning toward retirement, creating a unique path for the right individual to step into increasing responsibility, inherit established client relationships, and help shape the future of our tax practice.

For the right candidate, this is an opportunity to build, grow, and eventually lead a tax practice within an established wealth management ecosystem.

Why This Opportunity Is Different

Many tax professionals reach a point where they're highly skilled, trusted by clients, and capable of taking on more responsibility but don't want to wait years for an opportunity to make a real impact.

This role offers:

• Direct exposure to tax practice leadership
• An established book of business and client base
• Significant autonomy and decision-making authority
• The ability to influence workflow, processes, and future growth
• Collaboration with wealth management and financial planning professionals
• A culture focused on competence, trust, and results rather than bureaucracy

If you've ever thought about running a tax practice someday but didn't want to start from scratch, we'd love to talk.

About Wealth Management CPAs

We are a comprehensive financial services firm that integrates:

• Tax planning and preparation
• Wealth management
• Insurance solutions

Our clients benefit from coordinated advice across all aspects of their financial lives, creating deeper relationships and more meaningful planning opportunities than a traditional CPA firm can typically provide.

What You'll Do

Depending on experience and level, responsibilities may include:

• Prepare and review individual, partnership, S-Corporation, business, trust, and related tax returns
• Manage client engagements and tax deadlines
• Build and maintain strong client relationships
• Provide proactive tax planning and strategy
• Review work prepared by team members and provide technical guidance
• Help manage workflow and tax season operations
• Mentor and develop junior tax professionals
• Identify opportunities to improve efficiency, technology, and firm processes
• Collaborate with financial advisors when tax and investment planning intersect
• Help drive the future growth and evolution of the tax practice
• Assume increasing leadership responsibility over time

What We're Looking For

Required Qualifications

• 5+ years of tax experience
• Public accounting experience strongly preferred
• Experience preparing complex tax returns
• Strong understanding of individual and closely held business taxation
• Ability to operate independently with minimal supervision
• Excellent analytical and problem-solving skills
• Strong client communication abilities
• Ability to thrive during tax season and manage competing priorities

Preferred Qualifications

• Tax review experience
• Leadership or mentoring experience
• Experience managing client relationships
• Tax Manager, Senior Tax Manager, or Director-level experience
• Interest in helping grow and scale a tax practice

The Ideal Person

Success in this role is less about a specific title and more about mindset.

We're looking for someone who is:

• Technically strong
• Accurate and efficient
• Humble and collaborative
• Kind and professional
• Interested in ownership and accountability
• Excited by the opportunity to build something rather than simply maintain it

We value confidence, but not ego. Our culture is highly collaborative, and we're looking for someone who fits that environment.

This isn't a role where you'll spend years waiting for responsibility to become available.

You’ll work alongside an experienced tax leader during his transition toward retirement and have the opportunity to gradually assume greater involvement in:

• Client management
• Tax operations
• Practice growth initiatives
• Strategic decision-making

For the right individual, this role can evolve into a significant leadership position within the firm.

Compensation

Compensation will depend on experience, credentials, leadership background, and the level of responsibility the candidate is prepared to assume.

We are open to exceeding this range for exceptional candidates who can make an immediate impact.

Location

We are seeking candidates currently located in Utah or those independently planning to relocate to the area.