Tax Director - CPA firm

Whitman Transition Advisors Job Community; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation

Annual performance bonus

Long-term career growth

Collaborative, innovative environment

Job summary

A CPA firm in the Bay Area is seeking an experienced Tax Director to lead its growing tax practice. The ideal candidate will have over 10 years of experience in business taxation, be an active CPA, and demonstrate excellence in client service and team leadership. This role offers competitive compensation, performance bonuses, and a hybrid work model.

Qualifications

• 10+ years of progressive experience in business taxation.
• Demonstrated success leading client engagements.
• Strong technical depth across tax areas.

Responsibilities

• Lead and expand the Bay Area tax practice.
• Deliver advisory and compliance services.
• Manage team development and mentorship.

Skills

Active CPA license

Business taxation expertise

Client relationship management

Team leadership

Excellent communication skills

Dynamic, growth-focused mindset

Job description

We are seeking an experienced Tax Director to lead and grow the Bay Area tax practice of our boutique growing CPA partner client. This high‑impact leadership role oversees tax strategy, client service, and team development across multiple offices, helping integrate capabilities within a broader national platform.

Key Responsibilities

• Lead and expand the Bay Area tax practice, driving growth, client service excellence, and multi‑office team leadership.
• Deliver high‑quality advisory and compliance services to entrepreneurial businesses, family offices, and high‑net‑worth individuals.
• Serve as a strategic advisor on complex matters, including structuring, transactions, and planning opportunities.
• Unify processes, share best practices, and implement consistent quality and technology standards across the practice.
• Grow the book through expanded services to existing clients and business development across the Bay Area.
• Recruit, mentor, and inspire a high‑performing team and foster a collaborative, growth‑oriented culture.
• Partner with firm leadership and shared services to leverage data, modern tooling, and operational innovation.

Qualifications

• Active CPA license required.
• 10+ years of progressive experience in business taxation (Big 4, large national, or top regional experience ideal).
• Demonstrated success leading client engagements and growing a tax practice.
• Strong technical depth across corporate, partnership, and individual taxation.
• Excellent client relationship, communication, and executive presence.
• Proven leadership in developing, mentoring, and managing teams.
• Entrepreneurial mindset with comfort in a dynamic, growth‑focused environment.

What We Offer

• A leadership platform to build and scale a premier multi‑office tax practice in a dynamic market.
• Competitive compensation, annual performance bonus, and potential long‑term incentive participation.
• The resources, capital, and technology of a national platform with the culture and autonomy of local teams.
• Long‑term career growth, leadership development, and cross‑firm exposure.
• A collaborative, innovative environment with meaningful impact on clients and colleagues.

Location & Work Model

Based in the San Francisco Bay Area (San Mateo, Walnut Creek, or nearby markets) with hybrid flexibility and client‑facing work as needed.