Tax Director

4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Squarely LLCAbout the CompanyOur client is a nationally recognized private wealth management firm with a multi-office footprint and a strong, people-first culture. The organization serves high-net-worth clients through an integrated platform that includes comprehensive tax, risk, and family office capabilities. Since its founding in 2015, the firm has sustained robust, double-digit growth and continues to invest heavily in professionalized operations and a best-in-class client experience.About the RoleOur client is hiring a Director to co-lead a 10-person Tax Department. This role combines executive leadership with a focused book of client work—no business development or client acquisition is required. The Director will set strategy and standards, elevate execution quality, and guide the team through its next phase of maturity while partnering closely with the firm’s other Tax Director.ResponsibilitiesDepartment Leadership and Quality: Own day-to-day departmental execution and quality control across client work and internal plex Compliance: Review and prepare sophisticated individual and multi-state returns, plus entity filings for S corporations, partnerships, trusts, and exempt organizations.Policy and Process: Define and maintain policies, procedures, and workflow standards; drive accountability and continuous improvement across the function.Team Development: Coach, mentor, and direct staff—set goals, manage workload and timelines, and provide clear feedback and supervision.Collaboration and Culture: Lead regular team meetings and promote cross-office collaboration, communication, and culture.Technical Stewardship: Identify, research, and resolve tax issues; serve as an escalation point for complex matters.Financial Oversight: Oversee pricing and fee proposals, track departmental revenue/realization, and partner with the Finance team on budgeting and reporting.Cross-Functional Partnership: Coordinate priorities with the Tax Director based in Southern California and delegate projects to meet deadlines.QualificationsExperience: 10+ years of progressive tax leadership within public accounting or an RIA, operating at Senior Manager or Director level.Credentials: Active CPA or JD required.Education: Bachelor’s degree in finance, economics, mathematics, accounting, or a related field.Required SkillsTechnical Breadth: Deep expertise in individual taxation plus strong working knowledge of S corporations, partnerships, trusts, and not-for-profit entities.Leadership Skills: Proven ability to organize, prioritize, and lead a department; meticulous attention to detail and time management.Tools: Proficiency with MS Office (Word, Excel, PowerPoint). Experience with CCH Axcess and CCH Workflow; Holistiplan familiarity is a plus.Preferred SkillsExperience with CCH Axcess and CCH Workflow; Holistiplan familiarity is a plus.Pay range and compensation packageFull-time, in-office role in one of the listed locations. No business development or client acquisition responsibilities.Equal Opportunity StatementOur client is committed to diversity and inclusivity in the workplace.""Seniority levelDirectorEmployment typeFull-timeJob functionAccounting/Auditing and ManagementIndustriesAccountingReferrals increase your chances of interviewing at Squarely LLC by 2xInferred from the description for this jobMedical insuranceVision insurance401(k)Paid maternity leaveChild care supportPension planPaid paternity leaveStudent loan assistanceDisability insuranceTuition assistanceGet notified when a new job is posted. #J-18808-Ljbffr

Created: 2025-09-25