Director of Tax Services (CPA)

RGB Financial; Farmington (CT); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with company match

Annual bonus

Job summary

RGB Financial in Farmington, CT is seeking a CPA to lead and own our tax practice within a growing wealth management firm. You will manage preparation, review, technology, billing, staffing, training, and strategy, while collaborating with advisors and clients.

This role offers the opportunity to expand the tax offering into a full-service practice, building a team, refining processes, and driving growth. We value in-person collaboration, especially during tax season, with some remote

Qualifications

• Active CPA license.
• 8+ years of tax experience, including partnerships, S corporations, rental real estate, and high-net-worth individuals.
• Experience reviewing and signing returns and supervising preparers.
• Experience managing a tax workflow or practice area, including deadlines, staffing, and quality control.
• Strong research skills and sound judgment.
• Clear, professional communication with clients, advisors, and staff.
• A business mindset and the drive to build something.

Responsibilities

• Lead the tax practice's results: quality, turnaround, client experience, profitability.
• Set the annual plan for the practice, including capacity, pricing, staffing, and growth.
• Recruit, hire, train, and develop tax staff as the practice grows.
• Expand services for business owners and real estate investors, including business returns.
• Prepare and review complex returns: individual, rental real estate, K-1s, partnership, S corp, trust, gift tax.
• Manage full workflow: client intake, assignments, review queue, extensions, e-filing, delivery.
• Serve as final reviewer and signer; provide clear review notes to preparers.

Skills

8+ years tax experience

Partnerships & S corporations

Rental real estate

High-net-worth individuals

Reviewing & signing returns

Supervising preparers

Tax workflow management

Research skills

Client communication

Business mindset

Education

Active CPA license

Tools

ProConnect

Wealthbox

Holistaplan

SharePoint

ShareFile

Job description

We're a family-owned wealth management firm now in its third generation, based in Farmington, Connecticut since 1984. Our team of 15 provides investment management, comprehensive financial planning, and tax services to individuals, families, and small businesses. We're a small office and work closely as a team. We help clients set and reach their goals, and we do the same for our people

About the Role

We're looking for a CPA to lead our tax practice and run it as their own.

Today our tax practice prepares about 700 individual returns alongside our wealth management work. Those returns are getting more complex every year: more rental real estate, more partnership interests, more small business owners. We need a leader who specializes in the tax issues these clients face, both while they're building their businesses and as they plan for and live in retirement.

You'll own the tax practice from end to end: preparation and review, technology, billing, staffing, training, and tax research and strategy. You'll work hand in hand with our advisors, with client referrals flowing in both directions. And you'll have room to grow the practice into a full-service tax and accounting firm that supports our expanding investment management business, including hiring the team to get there.

If you want to build and run a practice without taking on the overhead of owning one, this role is for you.

What You'll Do

Lead the practice

• Own the tax practice's results: quality, turnaround, client experience, and profitability
• Set the annual plan for the practice, including capacity, pricing, staffing, and growth, and report on it to firm leadership
• Recruit, hire, train, and develop tax staff as the practice grows
• Expand our services for business owners and real estate investors, including business returns and related accounting work
• Prepare and review complex returns: individual returns with rental real estate, K-1s, and business income, as well as partnership, S corporation, trust, and gift tax returns
• Manage the full workflow: client intake, assignments, the review queue, extensions, e-filing, and delivery
• Serve as final reviewer and signer, and give preparers clear review notes that help them improve

Own the business side of tax

• Select, manage, and improve the practice's technology and workflow tools
• Own engagement letters, pricing, billing, and collections
• Build and maintain written procedures, quality control, and staff training

Advise clients year-round

• Run tax projections and planning scenarios with our advisors using Holistaplan
• Be our in-house expert on real estate, business owner, and retirement tax issues, such as entity choice, passive activity and rental loss rules, depreciation and cost segregation, QBI, owner compensation, retirement plans for business owners, Roth conversions, charitable strategies, and the sale of a business or property
• Stay current on tax law and strategy, document your research, and keep our advisors and staff informed
• Resolve IRS and state notices and represent clients when needed

Partner with our wealth management team

• Work with advisors on shared clients so tax and investment decisions are made together
• Identify clients who would benefit from planning or investment services, and take on tax clients referred by our advisors

Are you already serving tax clients of your own? You're welcome to bring them with you, where your current agreements allow, and continue serving them as part of the practice you lead.

What You Bring

Required

• Active CPA license
• 8+ years of tax experience, including significant work with partnerships, S corporations, rental real estate, and high-net-worth individuals
• Experience reviewing and signing returns and supervising preparers
• Experience managing a tax workflow or practice area, including deadlines, staffing, and quality control
• Strong research skills and sound judgment
• Clear, professional communication with clients, advisors, and staff
• A business mindset and the drive to build something

Preferred

• Experience in a firm that combines tax and wealth management
• Experience growing a practice, including pricing, billing, and hiring
• Familiarity with ProConnect Tax Online, Wealthbox CRM, Holistaplan, SharePoint, and ShareFile
• Base salary based on experience
• Annual bonus tied to the tax practice's performance and growth
• 401(k) with company match
• Health insurance
• Paid time off

Location

This role is based in our Farmington office. We value working together in person, especially during tax season, and offer some remote flexibility.

6 Executive Drive, Suite 103, Farmington, CT 06032