Director of Tax

About J. R. Martin & Associates

Here at J.R. Martin & Associates, our goal is to help business owners throughout Shasta County, CA, grow their companies and obtain long-term success. How do we do this? By guiding small business owners with expert accounting & strategy that can save you both time and money - not to mention peace of mind.

We understand how big a challenge it can be to get a small business off the ground. We know you can't afford to waste any money on potential tax fines or spend all of your time trying to keep up with your financial paperwork. Our team provides personal attention to every client, and we will tailor our service to meet your needs. Then you'll be able to focus your time and effort on growing your core business.

However, saving time and money aren't the only benefits you'll enjoy working with our firm. We will also monitor your company's financial situation, both over time and in the present. The advantage of having access to a big picture view of your company's financial health will allow you to make more informed decisions that can benefit your company's future.

When you work with us, know that we don't just rest on our laurels as one of the best firms in Northern California. We've earned that reputation by providing consistently high-quality accounting services as well as for the strong relationships we build with every one of our clients. In fact, we hesitate to call the small business owners we work with "clients." We view every "client" as a partner and work closely with you to ensure that your company's accounting needs are met. Indeed, we deliver accounting work on your behalf, but we also go to great lengths to educate you and improve your know-how so that this is an investment in yourself and your business. If there are any gaps in your business education, we will help fill them.

Director of Tax / Accounting & Tax Manager

Do you love building high-performing teams, solving complex technical problems, and helping closely held businesses thrive?

At J.R. Martin & Associates, we're looking for a Director of Tax who brings deep technical expertise, leads with kindness, inspires excellence, and helps others rise.

We're looking for someone who sees what could be better and will lean in to create it.

If you thrive in asking the right big questions (Wonder) or inventing new solutions (Invention), you'll feel at home here.

This is a highly strategic and visible leadership position, responsible for final review and sign-off of personal and business tax returns, advanced tax strategy, and team development. The ideal candidate produces, commits to replicating themselves, building confidence and technical depth across the organization.

What You'll Do

Lead with Technical Mastery
• Serve as the final reviewer and signing authority for complex individual, entity, and fiduciary tax returns.
• Oversee quality control for all tax engagements to ensure accuracy, compliance, and audit readiness.
• Interpret and apply new tax laws (e.g., SECURE Act 2.0, state apportionment, pass-through entity tax regimes) across the firm.
• Evaluate and advise on advanced client scenarios, including entity selection, M&A, real estate tax strategies, multi-state compliance, and retirement plan design.


Train and Multiply Your Impact
• Recruit, build, mentor, and elevate a technically strong, client-centered tax team.
• Design and lead technical training programs that grow team depth at every level.
• Provide thoughtful, kind, and empowering review feedback that improves work and builds judgment.
• Foster a culture where staff are coached, not just corrected.
• Do you want to include anything here about client facing and/or educating clients?

Strategically Advise Clients
• Lead tax planning engagements with top-tier clients, including closely held businesses and high-net-worth individuals.
• Deliver strategic recommendations on owner compensation, business succession, and long-range tax planning.
• Serve as the final voice in high-stakes client relationships and IRS/state-level resolutions.

• Do you want to include anything here about client facing and/or educating clients?

Shape the Firm's Future
• Partner with leadership to drive tax department growth, profitability, and staffing strategy.
• Lead process improvements, tech stack decisions, and workflow innovations.
• Influence firm-wide policy, pricing strategy, and service delivery standards.
• Create systems designed for scale and sustainability
• Develop technical content..... education.....

What You Bring
• CPA license (required)
• 10+ years of progressive experience in public accounting with advanced tax review and client-facing advisory roles with increasing responsibility
• Demonstrated ability to lead final sign-off on complex tax returns across entity types
• Proven leadership in training, mentoring, and inspiring others with clarity and kindness
• Deep technical expertise in federal and multi-state taxation
• Experience with IRS and state representation, audit defense, and controversy resolution
• Proficiency in cloud-based tax software, project management tools, and automation platforms
• Gifted at identifying gaps and creating original solutions[GF1] .
• Track record of improving processes, developing new approaches, or initiating change without being asked.

Why J.R. Martin & Associates?

At J.R. Martin, great leaders create more leaders. Our culture is built on five core values that guide how we serve clients and how we show up for each other:

• Excellence - We're obsessed with getting it right.
• Teamwork - We value, encourage, and commit to one another.
• Innovation - We lead the necessary change.
• Integrity - Honesty, positivity, and trust are non-negotiable.
• Tenacity - We get results, no matter the challenge.

Here, you won't just be the technical expert-you'll be the person others want to learn from. We measure success by more than deliverables: your ability to spot opportunities, solve problems in new ways, and help others rise matters just as much.

What this looks like in the role:

• You set the bar for excellence and coach others to meet it.
• You elevate the team through collaboration and clear communication.
• You drive innovation, improving processes and client outcomes.
• You lead with integrity, earning trust with every interaction.
• You show tenacity, taking ownership and delivering results.

At J.R. Martin, we believe great leaders create more leaders. We're committed to excellence, clarity, and proactive service - not just for our clients, but for our team. Here, you won't just be the technical expert in the room. You'll be the person everyone wants to learn from.

We measure success not just by the quality of your work, but by your ability to spot opportunities, solve problems in new ways, and help others rise.

Join a firm where kindness is leadership, rigor is celebrated, and your ability to replicate yourself is what defines your success.

Ready to inspire and elevate?

The pay range for this role is:

90,000 - 150,000 USD per year (In Office)