Tax Director - Remote Tax Firm

Job Summary

Lead tax strategy, compliance, and client service for a remote tax firm. You’ll guide tax accounting and reporting, oversee complex engagements, and help clients make informed financial decisions. Your impact: Clear, accurate tax guidance helps clients meet regulatory obligations and plan confidently.

Responsibilities

• · Lead the tax department and own the review process for individual (1040), S-corporation (1120-S), partnership (1065), C-corporation (1120), and fiduciary (1041) returns before they are filed.
• Set clear preparation and review standards so returns are right the first time, and reduce rework and write-offs by scoping engagements and holding the team to budgets.
• Own realization and billing targets for the tax department, and work with clients on fees and scope.
• Coach and develop the tax manager, supervisor, and staff through feedback, training, and regular technical guidance.
• Advise clients on tax planning and strategy, including entity structure, S-corporation reasonableness of compensation, QBI, cost segregation, and multistate nexus, and build advisory-level client relationships.
• Handle complex research and technical issues, including accounting method changes, partnership allocations, trusts, and state and local tax.
• Represent clients in IRS and state notices and examinations, working with the team on responses.
• Manage the tax calendar, extensions, and workload so busy season and deadlines run on a plan instead of a scramble.
• Help us adopt AI tools and tax software, and build repeatable workflows the team follows.

Requirements

• Active CPA license in good standing (any U.S. state).
• 10+ years of public accounting tax experience, including at least 3 years in a manager, senior manager, or director role.
• Deep technical knowledge of S-corporation, partnership, and individual taxation, plus real estate, trusts, and multistate issues.
• A record of reviewing high volumes of returns and managing teams to deadlines and budgets.
• Strong written and verbal communication with business owners and high-net-worth clients.
• Comfort working independently in a remote environment.

Preferred

• Experience in a CPA firm of similar size, ideally one that has grown or is preparing for growth.
• Experience with trusts and fiduciary returns, international reporting, payroll tax, or nonprofit returns.
• Experience with Drake, Canopy, or QuickBooks Online, or similar tax and practice management software.
• Enthusiasm for using AI to improve preparation, review, and research.
• Master's in Taxation (MST), MBA, or similar advanced degree.
• Interest in growing with the firm as it scales.

Pay: $125,000.00 - $150,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Work from home

Work Location: Remote