Tax Director

Overview

An established public accounting firm is seeking a Tax Senior Manager or Tax Director to oversee a portfolio of privately held businesses and their owners. This leadership opportunity combines technical tax oversight, strategic advisory, and direct client relationship management.

As part of a planned succession, this individual will take over established client relationships and lead an experienced tax team. The practice serves middle-market businesses across a range of industries, offering exposure to complex business and individual tax matters.

The firm offers a collaborative environment with direct access to leadership, autonomy over client engagements, and an opportunity to advance toward partnership. This role is ideal for a tax professional who enjoys advising business owners, developing talent, and contributing to practice growth.

Responsibilities

• Manage an established portfolio of privately held businesses and their owners.
• Lead the transition of client relationships from a retiring senior leader.
• Deliver proactive tax planning and strategic business advisory services.
• Oversee federal, state, and local tax compliance across multiple entity types.
• Review complex S corporation, C corporation, partnership, and individual tax returns.
• Advise on entity structuring, succession planning, and tax-efficient business strategies.
• Research complex tax matters and communicate practical recommendations.
• Manage, mentor, and develop a team of tax professionals.
• Oversee engagement planning, workflow, resource allocation, and technical quality.
• Collaborate with firm leadership to expand client relationships and support practice growth.

Requirements

• 8+ years of progressive tax experience within public accounting.
• Senior Manager, Director, or experienced Manager prepared for broader leadership responsibility.
• CPA designation strongly preferred.
• Strong technical knowledge of privately held business taxation.
• Experience with S corporations, C corporations, partnerships, and LLCs.
• Background advising business owners on business and individual income tax matters.
• Experience serving middle-market clients; construction, manufacturing, or professional services exposure preferred.
• Demonstrated ability to manage staff and oversee multiple client engagements.
• Strong communication skills and experience working directly with business owners.
• Interest in practice leadership and long-term advancement toward partnership.