We present an exceptional opportunity for a Director of Tax to elevate their career within a $6M CPA firm recently acquired by a dynamic wealth management company. This in-office role is part of a long-term succession plan, with a 12–18 month path to Partner as the current Managing Partner transitions out.

You’ll work closely with forward-thinking leadership dedicated to modernizing and expanding the firm’s capabilities while continuing to serve a high-value client base, including a large concentration of dental practices. Ideal candidates are accomplished tax professionals with proven leadership skills who are eager to play a pivotal role in guiding the firm through this exciting period of growth and transition.

Key Responsibilities Lead and manage tax engagements, delivering premium tax services to a diverse range of clients.

Develop and maintain strong client relationships, providing exceptional advisory services and insights.

Mentor, coach, and manage team members across multiple locations, fostering a culture of collaboration and professional growth.

Stay current on tax legislation and industry trends to deliver proactive, innovative solutions.

Partner with firm leadership to execute strategic initiatives and strengthen the firm’s market position.

Participate in business development efforts and networking to support long-term growth.

Requirements Active CPA license.

9+ years of public accounting tax experience, including at least 2 years in a leadership role.

Strong leadership, communication, and interpersonal skills.

Demonstrated ability to manage multiple priorities and deadlines.

Commitment to exceptional client service and team development.

Why This Role Path to Partnership in 12–18 months as part of succession planning.

Opportunity to influence the direction of a mid-sized CPA firm during a pivotal ownership transition.

High-value client portfolio with growth opportunities in a modernized, forward-looking environment.