Director of Tax Services

What's the role?

The Director of Tax Services provides strategic, operational, and technical leadership for the firm's tax service line. This role is responsible for driving quality, profitability, people development, and growth while serving as a trusted advisor to clients and internal stakeholders. This includes:

• Providing expert-level guidance on financial and tax policies, strategies, and guidelines for clients.

• Leading and inspiring a team of tax professionals through collaboration and mentorship.

• Managing service line profitability, performance metrics, and strategic direction.

• Establishing, monitoring, and enforcing quality standards and best practices.

• Leading process management and continuous improvement initiatives (Followed By All – FBA).

• Establishing and managing staffing capacity and development plans.

• Providing high-level oversight of client work and engagement quality.

• Serving as a visible technical expert and public speaker to help brand the firm.

• Communicating effectively in high-risk or sensitive situations.

• Leading and communicating change management initiatives.

• Acting as LMA for the Tax Service Line.

• Actively promoting and complying with firm-wide strategies and initiatives.

• Driving business development by expanding existing client services and attracting new business.

What experience and skills do I need to be successful?

• Bachelor's degree in Accounting, Finance, or related field.

• Enrolled Agent (EA) required; CPA and additional certifications preferred.

• 10+ years of public accounting tax experience.

• Proven leadership and people development experience.

• Strong business acumen and service line management capabilities.

• Excellent communication, presentation, and interpersonal skills.

• Ability to think strategically while executing operationally.

• Strong client advisory and relationship management skills.

Firm Culture & Core Values

This firm believes in building an engaged team of professionals who provide exemplary care to clients and their communities. Their mission is to deliver financial solutions that empower clients to win at the game of business.

Core values include:

• Attitude of Gratitude – Positive mindset, appreciation, and graciousness.

• Empower – Coach to independence, problem solve, take initiative.

• Serve – Be accountable, reliable, and team-oriented.

• Personably Professional – Humbly confident, polished, and committed to creating raving fans.

Compensation

Salary Range: $175,000+ (based on experience and past performance)

Additional Compensation Opportunities:

• Retention Incentive Compensation Plan (paid at Years 1, 5, 10, 15, and 20)
• Employee Referral Bonus (ranging from $2500 to $10k)
• Quarterly Team Production Incentive Bonus Program
• Individual Spot-Bonus Available

Great Perks and Benefits

Some major perks this firm offers include long-term job stability, strong work-life balance, and meaningful career growth. Benefits include:

• 100% company-paid medical coverage for employee.

• Dental and vision insurance.

• Long-term disability & life insurance (100% firm-paid).

• Section 125 Plan.

• 401(k) with profit sharing (100% match on first 3%, 50% up to 5%).

• Discretionary profit-sharing contribution.

• Four weeks of vacation per year (pro-rated upon hire).

• PTO accrual by pay period.

• Flex time for personal appointments.

• Paid continuing education and certification assistance.

• Professional dues paid.

What will my schedule look like?

This is a full-time leadership role with seasonal busy periods and more balanced hours outside of peak season. Standard schedule is Monday–Friday, with flexibility based on business and client needs.

So how can I be considered?

The first step is applying with your resume. Qualified candidates will complete a phone screening, followed by interviews with firm leadership.