Bachelor's Degree in Accounting, Taxation, or related field
9+ years of progressive tax experience in public accounting or a mix of corporate tax and public accounting
Current CPA (Certified Public Accountant) license
Proficiency in Microsoft Office Suite
Willingness to travel for client engagements and internal meetings.
Responsibilities
Lead tax compliance and advisory services for individuals, partnerships, and corporations
Conduct in-depth research on complex tax matters and communicate findings through structured reports
Review tax return preparations for accuracy and compliance
Build strong client relationships by identifying tax issues and delivering strategic solutions
Mentor and manage tax professionals, providing coaching and performance feedback
Delegate and oversee project tasks to ensure timely engagement delivery
Drive business growth through strategic planning and proactive business development
Benefits
Ongoing Continuing Professional Education (CPE) opportunities
Opportunity to author technical publications and lead training sessions
Support for career development and performance feedback
Exposure to industry events and networking forums
Collaborative team environment fostering professional growth
Full Job Description
General information
Name
Director, Tax
Posting Title
Director, Tax
Ref #
2237430
Date Published
Friday, August 21, 2026
City
Boston
State
Massachusetts
Country
United States
Job Category
Tax
Advertised Location
US-MA-Boston
Working time
Full Time
Description & Requirements
The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.
What You Will Do:
Lead the planning and execution of tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions
Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships
Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
Delegate and oversee project tasks, ensuring timely and successful engagement delivery
Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency
Drive business growth through strategic planning, client retention, and proactive business development
Expand firm visibility and opportunities by representing the firm at industry events and networking forums
Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities
Minimum Qualifications:
Bachelor's Degree in Accounting, Taxation or related field
9+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
Current and valid CPA (Certified Public Accountant) license
Proficiency in Microsoft Office Suite
Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications:
Master's Degree in related field
#LI-JB2
MA Minimum Salary (USD)
$ 157200
MA Maximum Salary (USD)
$ 266090
About Forvis
Forvis is a software company that provides a platform for businesses to manage their data and analytics. The company's platform allows businesses to collect, store, and analyze data from various sources, including social media, web analytics, and customer relationship management systems. Forvis was founded in 2015 and is headquartered in San Francisco, California.
