Tax Director

Squarely LLC; Dallas (TX); On-site; USD 225,000 - 300,000; Full time

Job summary

A private wealth management firm is seeking a Director to lead its Tax Department in Dallas, Texas. This role focuses on department leadership, merging executive oversight with client interactions, while ensuring high-quality execution. The ideal candidate will have over 10 years in tax leadership, hold a CPA or JD, and possess profound expertise in complex tax compliance and policy enforcement. Attractive compensation is offered as the firm is committed to fostering a diverse and inclusive workplace.

Qualifications

• 10+ years of progressive tax leadership within public accounting or an RIA.
• Active CPA or JD required.
• Deep expertise in individual taxation.

Responsibilities

• Own daily departmental execution and quality control.
• Review and prepare individual and multi-state tax returns.
• Coach and mentor staff, setting goals and managing workload.

Skills

Leadership Skills

Attention to Detail

Time Management

Technical Breadth

Education

Bachelor’s degree in finance, economics, mathematics, accounting, or related field

Tools

MS Office (Word, Excel, PowerPoint)

CCH Axcess

CCH Workflow

Job description

2 days ago Be among the first 25 applicants

This range is provided by Squarely LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$225,000.00/yr - $300,000.00/yr

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About the Company

Our client is a nationally recognized private wealth management firm with a multi-office footprint and a strong, people-first culture. The organization serves high-net-worth clients through an integrated platform that includes comprehensive tax, risk, and family office capabilities. Since its founding, the firm has sustained robust, double-digit growth and continues to invest heavily in professionalized operations and a best-in-class client experience.

About the Role

Our client is hiring a Director to lead a 10-person Tax Department. This role combines executive leadership with a focused book of client work—no business development or client acquisition is required. The Director will set strategy and standards, elevate execution quality, and guide the team through its next phase of maturity while partnering closely with the firm’s other Tax Director.

Responsibilities

• Department Leadership and Quality: Own day-to-day departmental execution and quality control across client work and internal stakeholders.
• Complex Compliance: Review and prepare sophisticated individual and multi-state returns, plus entity filings for S corporations, partnerships, trusts, and exempt organizations.
• Policy and Process: Define and maintain policies, procedures, and workflow standards; drive accountability and continuous improvement across the function.
• Team Development: Coach, mentor, and direct staff—set goals, manage workload and timelines, and provide clear feedback and supervision.
• Collaboration and Culture: Lead regular team meetings and promote cross-office collaboration, communication, and culture.
• Technical Stewardship: Identify, research, and resolve tax issues; serve as an escalation point for complex matters.
• Financial Oversight: Oversee pricing and fee proposals, track departmental revenue/realization, and partner with the Finance team on budgeting and reporting.
• Cross-Functional Partnership: Coordinate priorities with the Tax Director based in Southern California and delegate projects to meet deadlines.

Qualifications

• Experience: 10+ years of progressive tax leadership within public accounting or an RIA, operating at Senior Manager or Director level.
• Credentials: Active CPA or JD required.
• Education: Bachelor’s degree in finance, economics, mathematics, accounting, or a related field.

Required Skills

• Technical Breadth: Deep expertise in individual taxation plus strong working knowledge of S corporations, partnerships, trusts, and not-for-profit entities.
• Leadership Skills: Proven ability to organize, prioritize, and lead a department; meticulous attention to detail and time management.
• Tools: Proficiency with MS Office (Word, Excel, PowerPoint). Experience with CCH Axcess and CCH Workflow.

Preferred Skills

• Experience working for an RIA doing tax work for the HNW and UHNW client segment.

Pay range and compensation package

• Full-time, in-office role in one of the listed locations.
• No business development or client acquisition responsibilities.

Equal Opportunity Statement

Our client is committed to diversity and inclusivity in the workplace.

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Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Strategy/Planning

• Industries

  Financial Services and Accounting

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