Tax Practice Director: Lead Strategy, Clients & Growth

Camarda Wealth Advisory Group; Florida; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Profit sharing

Performance-based bonus

Path to partnership

401(k) with company match

Tuition reimbursement and development

Job summary

Camarda Wealth Advisors is seeking a Tax Practice Director to lead the TaxMaster division. This executive role blends hands-on tax work with client leadership and running a scalable practice, including people, process, profitability and growth.

Based in our mainly in-office environment, you’ll own deadlines, workflows, and cross-functional collaboration with wealth management. A CPA/EA/Tax Attorney credential and 3+ years of complex returns are required.

Qualifications

• Active CPA, Enrolled Agent, or licensed Tax Attorney credential.
• 3+ years personally preparing 200+ returns (1040s, 1065s, 1120/1120S with K-1s).
• Experience managing both a tax prep team and tax practice operations or admin staff.
• Proficiency with CRM systems and tracking CRM procedures.
• Working knowledge of cybersecurity practices for protecting confidential financial information.

Responsibilities

• Build deep relationships with HNW/UHNW clients with complex needs.
• Deliver accurate, timely tax advice and translate strategy clearly.
• Return client calls/emails by noon next business day.
• Represent clients before the IRS and resolve notices, disputes, and audits.

Skills

CRM proficiency

Client relationship management

Tax strategy

Communication of complex tax

Analytical thinking

Education

CPA, Enrolled Agent, or licensed Tax Attorney

Tools

Salesforce CRM

Intuit ProConnect

QuickBooks Online

DocuSign

Job description

Camarda Wealth Advisors is seeking a Tax Practice Director to lead the TaxMaster division. This executive role blends hands-on tax work with client leadership and running a scalable practice, including people, process, profitability and growth.

Based in our mainly in-office environment, you’ll own deadlines, workflows, and cross-functional collaboration with wealth management. A CPA/EA/Tax Attorney credential and 3+ years of complex returns are required.