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Director of Tax
Posted 1 hour ago by Liberty Personnel Services, Inc.
Role: A growing CPA firm is seeking an experienced tax leader to oversee and expand a sophisticated tax advisory practice serving entrepreneurial businesses, executives, high-net-worth individuals, and complex ownership structures. This individual will act as a strategic leader to the firm's clients while also leading internal operations, talent development, engagement execution, and overall expanding practice growth. The position requires a strong blend of technical tax expertise, leadership/management experience, business development and advisory experience, as well as strong relationship management skills.
Responsibilities- Lead the execution and continued development of a high-level tax advisory practice focused on privately held businesses, ownership groups, and affluent individuals.
- Provide strategic tax guidance and planning related to business operations, entity structuring, wealth preservation, and long-term financial objectives.
- Oversee complex client engagements to ensure quality, responsiveness, accuracy, and strong overall client experience.
- Partner closely with leadership on practice management initiatives including forecasting, budgeting, engagement economics, and operational performance.
- Monitor utilization, profitability, and workflow efficiency while identifying opportunities for process improvements and scalability.
- Mentor, develop, and manage senior-level tax professionals while fostering a collaborative and growth-oriented team culture.
- Support business development efforts through relationship management, client expansion opportunities, and strategic advisory discussions.
- Utilize technology and workflow tools to improve efficiency, reporting capabilities, and client service delivery.
- Maintain compliance with internal quality standards, regulatory requirements, and risk management procedures.
- Advise clients on complex tax matters involving pass-through entities, trusts, multi-entity organizations, and transactional activity.
- Bachelor's Degree in Accounting, Finance, or related field required.
- CPA or EA required.
- 12+ years of progressive tax experience within public accounting, advisory, or consulting environments.
- Direct experience with corporate tax return review, including 1120 filings, is required.
- Strong experience working with closely held businesses, high-net-worth individuals, partnerships, trusts, and pass-through entities.
- Demonstrated leadership experience managing teams, mentoring professionals, and overseeing complex client relationships.
A competitive compensation package will be available for this position including a base salary, annual bonus upwards of 20-30%, as well as a GREAT medical, dental, vision, wellness, a GREAT 401K, vacation and sick time, paid holidays, floating holidays, etc.
Working SituationThis is in the office 4 days a week Monday through Thursday with Fridays being work from home.
Liberty Personnel Services, Inc.
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