Tax Director: Path to Partnership, Big Bonuses & 401K Match

Meritas Advisory Group, LLC; Bremerton (WA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Performance bonuses

5% employer 401(k) contribution

Job summary

Meritas Advisory Group, LLC seeks a Tax Director to lead complex tax work for diverse client engagements and guide a growing tax team. You'll review returns, advise on planning, and help steer client relationships through high-stakes situations.

The role offers strong work-life balance, competitive benefits, and potential partnership track, with overtime during peak periods and occasional travel to client sites. CPA license and active AICPA membership are required.

Qualifications

• 7–10 years' experience in public accounting tax with increasing complexity
• At least 2 years' experience representing clients before tax authorities
• Minimum 1 year supervising/directing tax preparers
• Bachelor's degree in accounting; Master's in taxation preferred
• CPA license in good standing; AICPA membership

Responsibilities

• Review and approve complex tax returns and government examinations.
• Serve as SME in tax discipline or industry.
• Manage client service to complete assignments within budgeted time.
• Lead larger tax returns and delegate to tax preparers.
• Participate in client meetings and tax planning for larger clients.
• Coach and train tax staff; supervise staff development.
• Ensure accurate billing and collections.
• Stay updated on tax developments affecting clients.
• Travel to client offices and attend meetings/seminars as needed.
• Overtime during peak season

Skills

Public accounting experience

Tax authority representation

Supervising tax preparers

Client service management

Staff development / training

Education

Bachelor's degree in accounting

Master's degree in taxation preferred

Certified public accountant (CPA) license

AICPA membership

Job description

Meritas Advisory Group, LLC seeks a Tax Director to lead complex tax work for diverse client engagements and guide a growing tax team. You'll review returns, advise on planning, and help steer client relationships through high-stakes situations.

The role offers strong work-life balance, competitive benefits, and potential partnership track, with overtime during peak periods and occasional travel to client sites. CPA license and active AICPA membership are required.