Tax Director

Qualifications

• 9+ years of progressive public accounting experience, including significant experience managing tax engagements and teams.
• Current or prior Big Four public accounting experience preferred, especially with privately held businesses and high-net-worth individuals.
• Active CPA license.
• Strong technical knowledge of federal and state individual and business income taxation, including partnerships and S corporations.
• Experience advising business owners and high-net-worth individuals on proactive tax planning and financial matters.
• Demonstrated ability to lead engagements, develop professionals, and maintain high standards of service quality.
• Experience improving tax workflows, practice management systems, and technology-enabled processes.

Responsibilities

• Build, lead, and grow CPClb's tax and financial advisory practice serving businesses, individuals, and families.
• Oversee federal and state tax compliance for individuals, partnerships, S corporations, and other entities.
• Provide proactive tax planning and strategic guidance to business owners, executives, and high-net-worth individuals.
• Develop scalable workflows, technology-enabled processes, and quality management standards to deliver tax services efficiently.
• Help create year-round tax and financial advisory experiences that go beyond traditional tax return engagements.
• Manage tax engagements, including service quality, staffing, budgets, and profitability.
• Support the transition and continuity of tax services for accounting firms navigating succession and other changes.

Benefits

• Goal of four-day workweek year-round, with flexibility based on professional responsibilities and business needs.
• Flexible and remote-friendly work arrangements.
• Personalized paid time off, holidays, and summer and winter disconnect days.
• Comprehensive medical, dental, and vision coverage.
• $3,000 annual CPClb Care reimbursement for personal expenses supporting your financial, mental, and physical well-being.
• Complimentary life insurance and retirement plan with employer match.
• CPA license renewal fees and CPE subscriptions covered.
• Live and virtual CPE training, professional coaching, and mentorship.
• Leading technology tools, including Apple MacBook Pro.
• Company trips.
• Real-time teaming, performance feedback, and accelerated career advancement.
• An entrepreneurial culture where your ideas and contributions help shape our future.
• A true work-life balance in action.