Tax Director

The Keller Group; Phoenix (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

The Keller Group in Phoenix, AZ is seeking a Director of Tax & Accounting to lead and oversee tax and accounting deliverables within a respected professional services firm. This senior role emphasizes technical autonomy, high-quality client service, and mentorship of the team.

The ideal candidate will have CPA/EA credentials, 5+ years in public accounting, and a proven ability to manage complex tax returns (1040, partnerships, S-corps, C-corps) while driving service growth and risk controls.

Qualifications

• Active CPA or EA in good standing; CPA strongly preferred.
• Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of 5 years of public accounting experience.
• Experience reviewing tax returns and workpapers.
• Experience with individual and business tax returns (1040, partnership, S-corporation, and C-corporation).
• Experience with accounting services and financial reporting.
• Ability to mentor and supervise accounting or tax professionals.
• Proficiency with tax preparation software.

Responsibilities

• Review and analyze tax returns and accounting deliverables.
• Perform final review and sign-off on tax returns.
• Exercise sound technical judgment regarding tax positions, risk tolerance, and methodologies.
• Research and document conclusions on tax matters.
• Stay current on changes in tax laws and regulations and apply them appropriately.
• Help manage technical and compliance risk for both clients and the organization.
• Maintain high standards for accuracy, quality, and client service.
• Develop, train, and mentor accounting and tax professionals.
• Provide timely and constructive feedback on technical work.
• Support the professional development and growth of team members.
• Establish and reinforce consistent technical and quality standards.
• Serve as a senior point of contact for assigned clients.
• Build and maintain strong client relationships.
• Communicate complex tax and accounting matters clearly and effectively.
• Identify opportunities to strengthen client relationships and expand services.
• Support client retention through high-quality work and responsive services.
• Identify opportunities to expand services within existing client base.
• Develop and maintain referral relationships with professional partners and other business contacts.
• Participate in prospect meetings, scoping, and pricing discussions.
• Assist in converting prospective clients into engagements.
• Represent the organization professionally within the business community.

Skills

Analytical skills

Communication skills

Leadership

Client service oriented

Tax software proficiency

Accounting software proficiency

Mentoring

Education

Bachelor's degree in Accounting/Finance

CPA certification

EA certification

Tools

Tax software

Accounting software

Job description

The Director of Tax & Accounting will serve as a senior technical leader within an established professional services organization. This individual will oversee the quality of tax and accounting work, support the development of team members, maintain strong client relationships, and contribute to the continued growth of the organization.

This is an opportunity for an experienced tax professional seeking leadership responsibility, technical autonomy, and the opportunity to contribute to the ongoing development and success of an established organization.

What You'll Own

Technical Leadership

• Review and analyze tax returns and accounting deliverables
• Perform final review and sign-off on tax returns
• Exercise sound technical judgment regarding tax positions, risk tolerance, and methodologies
• Research and document conclusions on tax matters
• Stay current on changes in tax laws and regulations and apply them appropriately
• Help manage technical and compliance risk for both clients and the organization
• Maintain high standards for accuracy, quality, and client service

Team Development

• Develop, train, and mentor accounting and tax professionals
• Provide timely and constructive feedback on technical work
• Support the professional development and growth of team members
• Establish and reinforce consistent technical and quality standards

Client Relationships

• Serve as a senior point of contact for assigned clients
• Build and maintain strong client relationships
• Communicate complex tax and accounting matters clearly and effectively
• Identify opportunities to strengthen client relationships and expand services
• Support client retention through high-quality work and responsive services

Business Development

• Identify opportunities to expand services within the existing client base
• Develop and maintain referral relationships with professional partners and other business contacts
• Participate in prospect meetings, scoping, and pricing discussions
• Assist in converting prospective clients into engagements
• Represent the organization professionally within the business community

Qualifications

• Active CPA or EA in good standing; CPA strongly preferred
• Bachelor's degree in Accounting, Finance, or a related field
• Minimum of 5 years of public accounting experience
• Demonstrated experience reviewing tax returns and workpapers
• Strong experience with individual and business tax returns, including 1040, partnership, S-corporation, and C-corporation returns
• Experience with accounting services and related financial reporting
• Experience developing, mentoring, and/or supervising accounting or tax professionals
• Proficiency with tax preparation and accounting software
• Ability to operate with a high degree of technical autonomy and minimal oversight
• Strong analytical, communication, and client-service skills
• Ability to exercise sound professional judgment and manage competing priorities
• Experience in a smaller organization or growth-oriented environment is a plus
• Demonstrated ability to build and improve processes rather than simply follow established procedures