Tax Director

LHH Recruitment Solutions; Walnut Creek (CA); Remote; USD 220,000 - 250,000; Full time

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 on a search for a Tax Manager/Tax Director who will work remotely (with occasional office visit) for their Walnut Creek, CA location. The Tax Manager/Tax Director will assume responsibility for managing a substantial existing client portfolio while serving as a key advisor to business owners, high-net-worth individuals, trusts, fiduciary entities, and real estate clients.

This individual will work closely with firm leadership to ensure continuity of service, support future growth initiatives, and eventually transition into a partnership role.

This position offers significant visibility, autonomy, and the opportunity to become an integral part of the firm's next generation of leadership. This is a direct hire job that offers a salary between $220K - $250K and offers a clear path to equity ownership and partnership. Here are more details about this job:

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

QUALIFICATIONS

• Active CPA license required
• 15+ years of public accounting tax experience required
• Experience managing a client book of business
• Strong technical tax expertise across business and individual returns
• Experience preparing and reviewing S-Corp, C-Corp, partnership, individual, trust, and fiduciary 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

BENEFITS

• Clear path to ownership and partnership
• Existing, loyal client base already in place
• Leadership role in a respected, established firm
• Significant autonomy and influence
• Opportunity to build long-term wealth through equity participation
• Collaborative and entrepreneurial culture
• Opportunity to work closely with business owners and high-net-worth clients
• Long-term growth potential in an established CPA practice

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers