Remote Tax Director — Path to Ownership & Leadership

LHH Recruitment Solutions

Walnut Creek (CA)

Remote

USD 220,000 - 250,000

Full time

24 hours ago
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Benefits offered by this job

Path to ownership
Equity opportunity
Autonomy
Leadership role of impact
Work with owners & high-net-worth

Job summary

LHH is partnering with a local CPA firm for a Tax Manager/Tax Director role in Walnut Creek, CA, offering remote work with occasional office visits. You will manage a substantial client portfolio and advise owners, high-net-worth clients, trusts, fiduciaries, and real estate clients.

This role offers visibility, autonomy, and a clear path to equity ownership and partnership, with direct involvement in growth initiatives and leadership development within the firm.

Qualifications

  • Active CPA license required.
  • 15+ years of public accounting tax experience.
  • Experience managing a client book of business.
  • Strong technical tax expertise across business and individual returns.
  • Experience with real estate taxation.
  • Experience working directly with business owners and high-net-worth individuals.
  • Strong communication and relationship management skills.
  • Ability to work independently and exercise sound judgment.
  • Partner, Principal, Director, or Senior Manager experience preferred.

Responsibilities

  • Serve as the primary advisor for an established book of business.
  • Build and maintain strong client relationships through exceptional service and responsiveness.
  • Review and prepare complex federal, state, and local tax returns.
  • Provide tax planning and consulting advice to business owners and high-net-worth individuals.
  • Guide clients through complex tax matters, regulatory changes, and business decisions.
  • Delegate work effectively to accounting and administrative staff.
  • Mentor and support accounting and administrative staff.
  • Partner with firm leadership to improve processes and support growth initiatives.
  • Support business development and long-term growth strategies for the firm.

Skills

CPA license
Public accounting tax
Client management
Communication skills
Independent work
Leadership/ownership track

Education

CPA license

Job description

LHH is partnering with a local CPA firm for a Tax Manager/Tax Director role in Walnut Creek, CA, offering remote work with occasional office visits. You will manage a substantial client portfolio and advise owners, high-net-worth clients, trusts, fiduciaries, and real estate clients.

This role offers visibility, autonomy, and a clear path to equity ownership and partnership, with direct involvement in growth initiatives and leadership development within the firm.

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