Tax Director

Locked In Talent; Santa Rosa (CA); Remote; USD 180,000 - 260,000; Full time

Benefits offered by this job

Fully remote

Career growth

People-first culture

Job summary

Locked In Talent is seeking an experienced Tax Director to join its fully remote practice, serving middle-market clients nationwide. This is a strategic leadership role perfect for a motivated tax leader who mentors high-performing teams and partners with clients.

As a Tax Director, you will lead complex engagements, provide proactive tax planning, and stay ahead of regulatory changes, all while shaping the growth of the practice in a flexible, collaborative environment.

Qualifications

• Bachelor's degree in Accounting or related field.
• Active CPA license required.
• 8+ years of progressive public accounting tax experience.
• Strong knowledge of federal, state, and local tax regulations.
• Experience leading complex tax engagements for middle-market clients.
• Proven ability to mentor Tax Managers, Seniors, and Staff.

Responsibilities

• Lead and oversee complex tax engagements for various entities.
• Provide proactive tax planning and consulting to clients year-round.
• Review tax returns and conduct technical tax research.
• Serve as primary relationship manager for key clients.
• Partner with leadership to develop tax strategies and drive client success.
• Mentor and develop tax professionals while promoting growth.
• Oversee engagement planning, staffing, budgeting, and delivery.

Skills

Tax leadership

Client relationship management

Project management

Mentoring others

Communication skills

Education

Bachelor's degree in Accounting

Job description

A nationally recognized public accounting and advisory firm is seeking an experienced Tax Director to join its fully remote tax practice. This is an exceptional opportunity for a strategic tax leader who enjoys serving as a trusted advisor, mentoring high-performing teams, and partnering with middle-market clients across a variety of industries. The firm offers a collaborative, people-first culture, significant career growth opportunities, and the flexibility of working remotely while leading complex client engagements.

Responsibilities

• Lead and oversee complex tax engagements for corporations, partnerships, S corporations, high-net-worth individuals, trusts, estates, and closely held businesses.
• Provide proactive tax planning, consulting, and strategic guidance to clients throughout the year.
• Review complex tax returns and technical tax research while ensuring compliance with federal, state, and local tax regulations.
• Serve as the primary relationship manager for key clients, delivering exceptional service and identifying opportunities to add value.
• Partner with firm leadership to develop tax strategies, resolve complex issues, and drive client success.
• Lead, mentor, and develop Tax Managers, Seniors, and Staff while fostering a collaborative and growth-oriented culture.
• Oversee engagement planning, staffing, budgeting, and project execution to ensure timely, high-quality deliverables.
• Support practice growth through business development, networking, proposal support, and cross-selling additional advisory services.
• Stay current on changes in tax legislation and communicate relevant developments to clients and internal teams.
• Help shape the strategic direction of the tax practice through leadership initiatives and process improvements.

Qualifications

• Bachelor's degree in Accounting or a related field.
• Active CPA license required.
• 8+ years of progressive public accounting tax experience.
• Strong technical knowledge of federal, state, and local tax regulations.
• Experience managing complex tax engagements and serving as the trusted advisor for middle-market clients.
• Proven leadership experience developing, coaching, and mentoring tax professionals.
• Excellent communication, client relationship management, and project management skills.
• Ability to thrive in a fully remote, collaborative environment while managing multiple priorities.