Tax Director
Financial Additions
Our client, a well-established and growing public accounting firm near DFW Airport area, is seeking a Tax Director to join their leadership team. This is a unique opportunity for an experienced tax professional who enjoys client interaction, team leadership, and technical tax work, while also seeking a clear path toward partnership.
The firm offers a collaborative culture, strong client relationships, and an exceptional work-life balance rarely found in public accounting.
Position Overview
The Tax Director will serve as a key leader within the tax practice, overseeing client engagements, mentoring and developing staff, reviewing complex tax returns, and providing strategic tax planning and advisory services. This individual will be highly visible with clients and play a critical role in maintaining and growing long-term relationships.
The ideal candidate is a CPA with a strong public accounting background, excellent communication skills, and the ability to balance technical expertise with business development and client service.
Key Responsibilities
- Lead and manage tax engagements for a diverse client base, including high-net-worth individuals, family offices, privately held businesses, and oil & gas clients
- Serve as a trusted advisor and primary point of contact for client relationships
- Review complex individual, partnership, S-Corporation, C-Corporation, trust, and estate tax returns
- Provide tax planning, consulting, and strategic guidance to clients
- Mentor, develop, and manage tax professionals while fostering a collaborative team environment
- Ensure timely completion of engagements and adherence to quality standards
- Participate in practice development efforts and identify opportunities to expand client relationships
- Assist with tax return preparation as needed during peak periods
- Stay current on tax legislation, regulatory developments, and industry trends
Qualifications
- Active CPA license required
- Bachelor's degree in Accounting; Master's in Taxation preferred
- 8+ years of progressive public accounting tax experience
- Prior experience managing client relationships and leading tax engagements
- Strong technical knowledge of federal and state tax regulations
- Experience reviewing complex tax returns and tax planning strategies
- Excellent written and verbal communication skills
- Demonstrated leadership and team management experience
- Oil & gas tax experience is a plus, but not required
Client Base
- Approximately 15–20% Oil & Gas
- High-Net-Worth Individuals
- Family Offices
- Privately Held Businesses
- Trusts and Estates
$200k - $300k
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