Tax Director

Vivid Resources; California; Hybrid; USD 185,000 - 230,000; Full time

Benefits offered by this job

Unlimited PTO

Stock options

New client commissions

Job summary

Vivid Resources is seeking a Tax Director (equivalent to Partner) in California to guide year-round tax planning for high-net-worth individuals and owner-operated businesses. The role leads client relationships, oversees complex planning, and drives growth for the practice.

You will report to the Chief Accounting Officer and shape the firm’s tax strategy while delivering superior client service and robust compliance across multi-state and international considerations.

Qualifications

• Bachelor's or Master's degree in Accounting/Finance/Economics or related field.
• 10+ years in public accounting with leadership experience.
• CPA or JD required for IRS client representation.
• Experience with high-net-worth or emerging wealth clients preferred.
• Strong technical command of complex tax issues.

Responsibilities

• Build and deliver tax planning strategies for clients while managing to budget.
• Serve as final reviewer on complex federal and multi-state returns, including signing.
• Maintain proactive client communications and set clear expectations.
• Deepen existing client relationships and win new high-net-worth and business clients through referrals.
• Lead, coach, and evaluate Associates and Managers.
• Apply modern tax technology and promote its use within the team.
• Advise client leadership on tax goals and long-term impact of today’s decisions.
• Strengthen team expertise across various return types and audit defense.

Skills

Tax strategy

Client management

Team leadership

Communication

Education

Bachelor's or Master's degree in Accounting/Finance/Economics

Tools

Excel

Google Workspace

Job description

Location: Redwood Shores, CA (hybrid); remote available for candidates more than 90 minutes away
Type: Full time, long term
Compensation: $185,000 to $230,000 per year, plus stock options and new client commissions

About the Role

A growing, technology-driven tax practice is looking for a Tax Director (equal to Partner) to serve as senior advisor to wealthy individuals and owner-operated businesses. The focus is year-round strategy, not just filing season. You will lead client relationships, guide complex planning and compliance work, and help shape the growth of the practice. The role reports to the Chief Accounting Officer.

Clients include entrepreneurs, executives, emerging wealth households, partnerships, closely held companies, estates, and trusts.

Work Setup

• Onsite one day a week in Redwood Shores. Arrive when it suits you and head out when you need to.
• If you live more than 90 minutes away, you can work from home and visit occasionally for team events.
• Flexibility is built into how the team works.

What You'll Do

• Build and deliver tax planning strategies for clients while managing to budget
• Serve as the final reviewer on complex federal and multi-state returns, including signing
• Keep clients informed, set clear expectations, and hold deadlines
• Deepen existing client relationships and win new high-net-worth and business clients through referrals, introductions, and networking
• Lead, coach, and evaluate Associates and Managers
• Apply modern tax technology and expect the same from your team
• Advise client leadership on tax goals and how today's decisions affect the bigger picture
• Strengthen your team's expertise across individual, trust, partnership, corporate, multi-jurisdictional, and foreign returns, estimates, extensions, and audit defense

What You Bring

• Bachelor's or Master's degree, ideally in Accounting, Finance, or Economics
• 10+ years in public accounting, including 4+ years supervising or training others
• CPA or JD (required for IRS client representation)
• Background with high-net-worth or emerging wealth clients (preferred)
• Deep technical command of complex tax issues
• Self-directed, calm under deadline pressure, and able to manage competing priorities
• Comfort with technology, including Excel and Google Workspace
• Strong emotional intelligence, drive, and professionalism

How You'll Be Measured

• Proactive, consistent client communication
• Success in recruiting, retaining, and developing team leaders

Compensation and Benefits

• Base salary of $185,000 to $230,000 per year
• New client commissions: 15% of revenue from every new client you bring in during the first year, then 10% in each following year, for as long as you remain with the firm
• Unlimited PTO
• Generous Stock options
• Medical coverage paid 100% for you and 60% for dependents
• Continued training and career development