Tax Manager or Director

Job Description

Job Description

Tax Manager /Director

Full-Time | Competitive Salary + Growth Potential

Reports to: CFO

About the Company

My client is a fast-growing, self-directed retirement account company with over $4.5 billion in assets under administration and 26,000+ accounts . We’re on a mission to make alternative asset investing more accessible while maintaining top-tier compliance and client service. With rapid growth projected to continue (35–40% annually), we’re looking to build out our in-house tax and compliance function as a key part of our next phase of expansion.

The Opportunity

We’re seeking a Tax Manager or early-stage Tax Director to build and lead our in-house tax services function. This is a high-impact opportunity for someone who wants to take ownership of the process, develop a new business unit, and grow quickly into a senior leadership role.

Key Responsibilities

• Lead and manage all aspects of tax preparation and compliance for the firm’s various entities and clients
• Oversee filings for Form 990, 1120, 1065, and related returns
• Manage tax research, planning, and compliance across multiple business entities
• Coordinate with internal finance, operations, and legal teams to ensure accuracy and compliance
• Evaluate and improve tax processes and internal controls
• Hire and mentor future tax staff (interns, staff-level roles) as the department grows
• Work closely with executive leadership to develop tax strategy and identify new revenue opportunities within the tax services unit

Qualifications

• CPA license required
• 4–8+ years of tax experience in a public accounting firm or corporate tax department
• Strong familiarity with Form 990, 1120, and general IRS processes
• Experience in small or midsize firm environments preferred
• Desire to take ownership and grow into a director or VP-level role
• Excellent communication and leadership skills

Compensation & Benefits

• Base salary: $120,000–$170,000+ depending on experience
• Bonus potential: Performance-based, with the opportunity for significant upside based on success metrics
• Relocation assistance available for the right candidate if not remote
• Comprehensive benefits package

Why Join Us?

This role offers the rare opportunity to build something from the ground up — shaping a new in-house tax department for a high-growth, entrepreneurial financial services company. You’ll work directly with senior leadership and have a fast track to advancement as the firm continues to scale.

Interested in learning more?

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