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Remote Tax Director - (DIM1050285)

Role overview

Qualifications

  • CPA required; MS in Taxation strongly preferred
  • 10+ years of public accounting experience with meaningful time in a leadership or review capacity
  • Mastery of tax strategy development
  • Deep fluency in individual and business taxation

Responsibilities

  • Lead, manage, and develop a team of tax advisors and preparers
  • Drive tax advisory engagements for Prime and Elite clients
  • Own the quality and consistency of the compliance practice
  • Serve as the firm's senior client-facing presence for complex engagements

Key facts

  • Remote from: Florida (USA)
  • Full time
  • Expert & Leadership (>10 years)
  • Tax Director
  • English

Hard skills

Other skills

  • Leadership
  • Problem Solving
  • Training And Development
  • Strategic Thinking
  • Team Management
  • Accountability

About the company

RES Consulting Group - Società Benefit logo

RES Consulting Group - Società Benefit

Professional Training & Coaching

Azienda specializzata in formazione e consulenza per banche, confidi, intermediari finanziari e creditizi. Attraverso i diversi brand del gruppo offriamo formazione e consulenza tecnica e personale, in aula e on line sul portale della conoscenza Cognosco, a catalogo o su misura. Abbiamo implementato un Sistema di Gestione Qualità e Responsabilità Sociale conforme alle norme ISO 9001, siamo accreditati presso la Regione Toscana per la presentazione di progetti di formazione e orientamento e abbiamo l’accreditamento come ente attuatore presso i principali fondi interprofessionali. RES Consulting Group è anche ideatore e organizzatore di Confires – La casa dei confidi, l’unico convegno nazionale dedicato ai confidi, che si tiene a Firenze dal 2006 con il patrocinio dell’Università degli Studi di Firenze. Certificati Great Place to Work 2024 e 2025 e, da dicembre 2023, certificati per la parità di genere UNI/PdR 125: 2022. In altre parole: siamo una grande azienda dove lavorare, secondo l’opinione delle persone che ci lavorano, e ci diamo da fare per creare un ambiente di lavoro (e una comunità) diversificata e inclusiva, attenta al gender gap. www.resgroup.it | www.cognosco.it | www.confires.ii | www.software-risorse-umane.it

Company details

Company typeStartup
IndustryProfessional Training & Coaching
Company size11 - 50

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Job description

Company Description

Our client is a firm in the middle of a deliberate transition—from high-volume tax compliance to premium, advisory-led practice and beyond. Clients are serious business owners, high-net-worth individuals, and multi-entity operators who expect more than a return. The firm is building the team and the systems to deliver exactly that.

The firm serves:

  • Strategic business groups and multi-entity clients
  • Growth-stage entrepreneurs and owner-operators
  • High-income individuals and families

The firm is hiring an experienced, client-focused, and passionate Tax Director, a licensed CPA to join the team and bring out the artistry in tax strategy and compliance.  As the Tax Director you run both the compliance and advisory elements of the tax department.  CPA Required.

Job Description

As Tax Director, your mission is to lead the firm’s tax department with both hands—serving as the senior technical authority, the primary driver of Tax Advisory Services (TAS) growth, and the leader who develops the people and systems that make it all run. You will own the firm’s most important business unit, sit on the firm’s leadership team, and be responsible for delivering an exceptional client experience at every tier.

What Success Looks Like (Key Outcomes)

  • Operational Excellence:  The tax department runs with consistency, accountability, and quality—returns are accurate, deadlines are met, strategies are implemented, and the team doesn’t need to be managed to the clock.
  • Team Health:  Your advisors and preparers are developed, supported, and performing well. Turnover is low. Standards are high.
  • TAS Growth:  The advisory practice expands and deepens across the client base. TAS clients receive proactive, high-value guidance, and they feel it.
  • Client Relationships:  High-value clients are retained, well served, and growing with the firm. The senior-most clients trust you personally.

What You’ll Do

Lead, Manage & Develop the Team

Directly LMA (Lead, Manage, Accountability) a team of tax advisors and preparers. You set the standard, build the culture, and make sure every person on your team has what they need to succeed. You are the reason the team gets better every year.

Grow the Tax Advisory Practice

Drive TAS engagements for Prime and Elite clients—proactive planning, multi-scenario tax strategy, and white-glove service delivery. You will be expected to participate in planning and executing the growth of this practice, not just maintaining it.

Maintain a Strong Compliance Foundation

Own the quality and consistency of the compliance practice. Reviews get done right. Deadlines are met. The team doesn’t cut corners because you don’t.

Lead High-Impact Client Relationships

Serve as the firm’s senior client-facing presence for complex engagements—business owners, HNW individuals, and multi-entity structures. You’ll also support and elevate the relationships being managed across your advisory and compliance teams.

Training & Quality Assurance

Build and maintain the systems that keep the team sharp—technical training, QA processes, and the feedback loops that catch issues before they reach clients. Client success starts with team competence.

Be the Technical Authority

The firm’s most senior people should be able to come to you with their hardest questions. Compliance mastery and advisory fluency are both required. You lead, teach, and still do the work.

Firm Leadership

You’re not just running a department—you’re a member of the firm’s leadership team, responsible for its most important business unit. Strategic thinking, technical acumen, and a genuine leadership mindset are required for success in this role.

Qualifications

Core Competencies (A-Player Qualities):

  • Technical Mastery: Deep expertise in tax planning, compliance, and complex return review—business and individual.
  • Leadership & Management: Skilled at coaching, motivating, and holding teammates accountable.
  • Advisory Mindset: You think proactively and creatively, communicate tax strategy clearly, and make clients feel like they’re in good hands.
  • Problem Solver: You diagnose difficult tax and financial situations quickly and propose smart, defensible solutions.
  • Ownership & Accountability: You follow through. Full stop.
  • Strategic Thinker: You can zoom out from the work in front of you and contribute to where the firm is going.

Minimum Qualifications:

  • CPA required; MS in Taxation strongly preferred
  • 10+ years of public accounting experience with meaningful time in a leadership or review capacity
  • Mastery of tax strategy development. Ability to quickly diagnose a client’s situation and sketch out the tactics to mitigate their tax exposure
  • Deep fluency in individual and business taxation—1040s, 1120-S, 1065, multi-state, multi-entity structures
  • Proven ability to build and maintain client relationships at the advisory level
  • Experience managing or developing tax staff
  • Comfortable in a growing firm—you bring structure, not just headcount

Additional Information

Our client offers you competitive pay and benefits:

• Performance bonuses

• 401k + employer match of 100% of contribution up to 4% of salary

• Health insurance + optional dental and vision

• Additional workplace perks

If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirements.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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