Stambaugh Ness is seeking an experienced Tax Director to serve as a trusted advisor and primary relationship leader for a portfolio of closely held business and individual tax clients. This leadership role combines technical tax expertise, strategic client advisory, team development, and operational oversight.
The ideal candidate is a client-focused tax professional who enjoys building long-term relationships, leading high-performing teams, and helping business owners navigate complex tax and business decisions. Beyond tax compliance, you will serve as a year-round advisor, collaborating with specialists across the firm to deliver comprehensive solutions that help clients achieve their goals.
What you'll do at SN:Client Advisory & Relationship Management- Serve as the primary relationship leader for an assigned client portfolio.
- Develop a deep understanding of clients' businesses, ownership structures, and strategic objectives.
- Build and maintain trusted relationships with business owners, executives, and key stakeholders.
- Proactively advise clients on tax, operational, and strategic business matters.
- Identify opportunities to deliver additional value through the firm's advisory, accounting, technology, and consulting services.
- Coordinate resources and specialists to provide integrated client solutions.
Tax Compliance, Planning & Advisory- Oversee the delivery of tax compliance and advisory services for business and individual clients.
- Review complex partnership, S corporation, C corporation, and individual tax returns.
- Provide tax planning guidance related to ownership structures, business decisions, and growth initiatives.
- Collaborate with subject matter experts on state tax, transactions, accounting methods, credits and incentives, and other specialized tax matters.
- Stay current on tax law developments and communicate implications to clients and team members.
Leadership & Team Development- Lead, mentor, and develop Tax Senior Managers, Managers, and staff.
- Provide technical guidance, coaching, and performance feedback.
- Foster collaboration, accountability, and continuous learning across engagement teams.
- Support employee growth through mentoring and professional development initiatives.
Engagement & Practice Leadership- Oversee service delivery, engagement quality, and client satisfaction across your portfolio.
- Monitor engagement performance, including realization, utilization, WIP, and accounts receivable.
- Ensure projects are completed efficiently, on time, and within budget.
- Contribute to operational improvements, process enhancements, and strategic initiatives that support firm growth and scalability.
What you may have done before:- Worked successfully in a fully remote environment.
- Worked within the Tax Department of a leading professional service firm.
- Worked within the AEC Industry
What it takes to be a Tax Director:Required Qualifications- Bachelor's degree in Accounting or related field.
- Active CPA license.
- 10+ years of public accounting tax experience.
- Strong technical expertise in partnership, S corporation, C corporation, and individual taxation.
- Proven ability to build and maintain executive-level client relationships.
- Experience managing multiple client engagements and engagement economics.
- Strong leadership, coaching, and team development skills.
- Excellent written and verbal communication abilities.
Preferred Qualifications- Experience serving Architecture, Engineering, and Construction (AEC) or other closely held business clients.
- Master's degree in Taxation (MST) or related advanced degree.
- Experience with federal tax credits and incentives, state tax planning, M&A tax, accounting methods, or other specialty tax areas.
- Experience with tax and practice management software such as CCH Axcess, GoSystem, ProSystem fx, Deltek, or similar platforms.
- Demonstrated success identifying cross-service opportunities and supporting firm growth initiatives.
What's in it for you: - Health & Wellness Your Way: Choose from three medical plans designed to fit different needs and budgets.
- Wellness Support: Access to Teladoc's zero-cost telehealth services and Husk Wellness for exclusive discounts on gym memberships, nutrition guidance, and mental health support
- Time Off, When You Need It: Recharge with our flexible PTO policy and enjoy 10 paid holidays
- Flexible Spending Options: Maximize your health and dependent care through employer-backed HSAs and FSAs
- Peace of Mind: Your well-being is covered with employer-paid life, AD&D, and comprehensive short- and long-term disability
- More Ways to Thrive: Tap into our Employee Assistance Program for support, plus access to InsurChoice for personal insurance options.
Salary: The salary range for this position is an estimate of $180,000 - $205,000. A final compensation offer within this range will be based on factors including an individual's skill sets, experience, knowledge, licensure and certifications, and geography.
