Tax Director / Partner-Track Tax Leader
Location: Greater Philadelphia Area (Hybrid)
Compensation: $170,000 – $220,000+ DOE
Employment Type: Full-Time
About Our Client
Our client is a well-established public accounting firm serving closely held businesses, high-net-worth individuals, partnerships, trusts, estates, and nonprofit organizations throughout the Greater Philadelphia region.
For decades, the firm has built long-standing client relationships by providing practical tax, accounting, advisory, and consulting services. They pride themselves on delivering partner-level service, maintaining a collaborative culture, and helping clients navigate increasingly complex tax and business challenges.
As the firm continues to grow through both organic expansion and strategic acquisitions, they are seeking an experienced tax leader to join the organization and play a significant role in its future leadership.
Opportunity Overview
This is a unique opportunity for an experienced tax professional who is seeking a genuine path to partnership.
The firm is looking for an individual who can independently manage a substantial book of business, serve as a trusted advisor to clients, mentor staff, review complex tax engagements, and help provide leadership as the firm prepares for future succession and growth initiatives.
This is not a role for someone seeking a highly specialized corporate environment where responsibilities are siloed. The firm's leaders remain hands-on, stay close to clients, and work collaboratively across all levels of the organization.
The ideal candidate will possess the technical expertise, client management capabilities, and leadership presence necessary to become a future equity partner following a successful transition period.
Key Responsibilities
Client & Practice Management
- Manage a diverse portfolio of business and individual tax clients
- Serve as the primary relationship manager for assigned clients
- Lead tax planning discussions and strategic advisory engagements
- Review complex tax returns and workpapers
- Ensure high-quality client service and timely engagement delivery
- Identify opportunities to expand services within existing client relationships
Tax Technical Leadership
- Review complex:
- S Corporation returns
- Partnership returns
- Corporate returns
- High-net-worth individual returns
- Trust and estate returns
- Conduct tax research and provide guidance on technical issues
- Develop planning strategies for business owners and individual clients
- Ensure compliance with federal, state, and local tax regulations
Team Leadership
- Mentor, coach, and develop tax staff and managers
- Provide technical review and training
- Assist with staffing and workflow managements
- Foster a collaborative and accountable team environment
- Help elevate the overall technical capabilities of the tax department
Firm Leadership
- Participate in strategic planning and operational initiatives
- Support integration efforts related to future acquisitions
- Help build scalable processes and client service standards
- Collaborate closely with shareholders and firm leaders
- Contribute to succession planning and long-term firm growth
Qualifications Required
- CPA license in good standing
- 15–20+ years of public accounting tax experience
- Significant experience reviewing complex tax engagement
- Experience independently managing client relationships and a book of business
- Strong leadership and mentoring abilities
- Ability to operate autonomously with minimal oversight
- Excellent verbal and written communication skills
Preferred
- Prior Partner, Principal, Director, or Senior Manager experience
- Experience managing a substantial client portfolio
- Experience within a regional, local, or boutique CPA firm environment
- Exposure to firm acquisitions, succession planning, or practice management
- Business development experience is a plus, but not required
What Success Looks Like
Within the first 12 months, this individual will:
- Successfully manage an assigned portfolio of clients through a complete tax season
- Establish credibility with clients and staff
- Demonstrate leadership and technical excellence
- Become a trusted member of the firm's leadership team
- Position themselves for future partnership consideration
Why Join Our Client
- Genuine path to partnership
- Established and growing client base
- Strong reputation in the marketplace
- Leadership succession opportunities
- Acquisition-driven growth strategy
- Collaborative, entrepreneurial culture
- Ability to make a meaningful impact on the future direction of the firm
This role is ideal for a seasoned tax professional who wants more than a title and is looking for the opportunity to help shape the future of a growing CPA firm.