Tax Director

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Private Client Services – Director / Partner

Start Date: Post–Tax Season 2026 (Flexible)

A top-ranking CPA firm is seeking a Director or Partner to join its rapidly growing Private Client Services (PCS) practice. The firm is strategically expanding their leadership team and is open to onboarding after the tax season to ensure a smooth transition for the right candidate.

Firm Recognition

Named among “Top 100 Firms” in the United States (INSIDE Public Accounting)
Named among “Best of the Best Firms” in the United States (INSIDE Public Accounting)
Named a “Top Tax Firm” and “Regional Leader” (Accounting Today)

Position Overview

The Director / Partner will oversee complex tax engagements, provide strategic tax planning to high-net-worth individuals and closely held entities, and play a key role in developing and expanding client relationships. This role offers a clear path for leadership impact and business growth within a collaborative, entrepreneurial environment.

Key Responsibilities

Oversee and manage all aspects of multiple client engagements
Review and sign off on high-net-worth individual, fiduciary, partnership, and corporate tax filings
Provide advanced tax consulting, planning, and structuring strategies
Develop and expand client relationships, identifying opportunities for additional services
Cultivate and grow a book of business
Collaborate on strategic initiatives
Supervise, mentor, and develop a team of tax professionals

Qualifications

Bachelor’s or Master’s degree in Accounting
Active CPA license required
10+ years of public accounting experience with a focus on high-net-worth clients
Demonstrated ability to manage complex tax compliance and planning engagements
Proven business development experience or desire to grow a book of business
Strong leadership, communication, and client service skills

Compensation will be based on a variety of factors including but not limited to level of experience, skills, education, and certifications.

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Vacancy posted 2 days ago

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