Tax Director - CPA firm

We are seeking an experienced Tax Director to lead and grow the Bay Area tax practice of our boutique growing CPA partner client. This high‑impact leadership role oversees tax strategy, client service, and team development across multiple offices, helping integrate capabilities within a broader national platform.

Key Responsibilities

• Lead and expand the Bay Area tax practice, driving growth, client service excellence, and multi‑office team leadership.
• Deliver high‑quality advisory and compliance services to entrepreneurial businesses, family offices, and high‑net‑worth individuals.
• Serve as a strategic advisor on complex matters, including structuring, transactions, and planning opportunities.
• Unify processes, share best practices, and implement consistent quality and technology standards across the practice.
• Grow the book through expanded services to existing clients and business development across the Bay Area.
• Recruit, mentor, and inspire a high‑performing team and foster a collaborative, growth‑oriented culture.
• Partner with firm leadership and shared services to leverage data, modern tooling, and operational innovation.

Qualifications

What We Offer

Location & Work Model

Based in the San Francisco Bay Area (San Mateo, Walnut Creek, or nearby markets) with hybrid flexibility and client‑facing work as needed.

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