Frederick Fox

Tax Director - PartnerHybridAs Tax Director, you will serve as a senior tax leader responsible for overseeing tax compliance, planning, and advisory services for a diverse portfolio of business and individual clients. You will play a critical role in protecting client wealth, identifying strategic tax opportunities, maintaining compliance, and strengthening long-term client relationships. This position offers the opportunity to take meaningful ownership of the tax function while helping shape processes, technology, and service delivery within a growing professional services environment.Performance Objectives<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Lead Tax Compliance: Deliver accurate, timely federal, state, and local tax filings across the client portfolio while continuously improving review processes, efficiency, and quality.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Drive Strategic Tax Planning: Develop and implement proactive tax-planning strategies that identify opportunities for tax savings, risk mitigation, and long-term financial optimization.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Build Scalable Processes: Establish efficient tax workflows, procedures, and controls that support growth, improve consistency, and increase the capacity of the tax function.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Expand Advisory Services: Identify opportunities to provide additional tax advisory and planning services based on client needs, contributing to client retention and firm revenue growth.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Manage Tax Controversy: Oversee IRS and state correspondence, audits, notices, and other tax matters, ensuring timely responses, thorough documentation, and effective resolution.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Strengthen Client Relationships: Serve as a trusted tax advisor to business owners, executives, high-net-worth individuals, and other key clients, translating complex tax matters into practical recommendations.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Develop Talent: Mentor, coach, and develop tax professionals, increasing their technical capabilities, independence, and ability to manage routine compliance and client responsibilities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Leverage Technology: Evaluate and implement tax software, research platforms, automation, and other technologies that improve accuracy, efficiency, and the overall client experience.</li>
</ul>Environment &amp; ResourcesThis is a senior-level role within a collaborative professional services environment where you will work closely with firm leadership, clients, and accounting professionals. You will have significant ownership over tax processes, technology, workflow improvements, and client service strategies.The environment values accountability, technical excellence, responsiveness, and strong client relationships. Decisions are made collaboratively and efficiently, providing the Tax Director with an opportunity to make a visible impact on the growth and development of the tax practice.Essential Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">CPA license required.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">8+ years of progressive tax experience, preferably including public accounting experience.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">3+ years of experience leading tax engagements, teams, or tax functions.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong experience with federal, state, and local tax compliance and planning.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience working with closely held businesses, partnerships, corporations, trusts, estates, and/or high-net-worth individuals.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Demonstrated ability to develop and implement effective tax-planning strategies.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong knowledge of current tax laws, regulations, and compliance requirements.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Hands-on experience with tax preparation software, tax research platforms, and related accounting technology.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to manage multiple deadlines, engagements, staff responsibilities, and client relationships simultaneously.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Excellent written and verbal communication skills, with the ability to explain complex tax concepts clearly to clients and colleagues.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong analytical, organizational, problem-solving, and decision-making skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Demonstrated leadership ability and commitment to mentoring and developing tax professionals.</li>
</ul>Preferred Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience in a boutique or small-to-mid-sized accounting or professional services firm.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience advising business owners and high-net-worth individuals on complex tax matters.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Multi-state and multi-entity tax experience.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience with tax controversy, IRS/state audits, and regulatory correspondence.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Familiarity with tax automation, workflow management, and emerging technologies, including AI-enabled tools.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong business-development and client-advisory skills.</li>
</ul>

Tax Director - Partner

Hybrid

As Tax Director, you will serve as a senior tax leader
responsible for overseeing tax compliance, planning, and advisory
services for a diverse portfolio of business and individual
clients. You will play a critical role in protecting client
wealth, identifying strategic tax opportunities, maintaining
compliance, and strengthening long-term client relationships.
This position offers the opportunity to take meaningful ownership
of the tax function while helping shape processes, technology,
and service delivery within a growing professional services
environment.

Performance Objectives

* Lead Tax Compliance: Deliver accurate, timely federal, state,
and local tax filings across the client portfolio while
continuously improving review processes, efficiency, and quality.
* Drive Strategic Tax Planning: Develop and implement proactive
tax-planning strategies that identify opportunities for tax
savings, risk mitigation, and long-term financial optimization.
* Build Scalable Processes: Establish efficient tax workflows,
procedures, and controls that support growth, improve
consistency, and increase the capacity of the tax function.
* Expand Advisory Services: Identify opportunities to provide
additional tax advisory and planning services based on client
needs, contributing to client retention and firm revenue growth.
* Manage Tax Controversy: Oversee IRS and state correspondence,
audits, notices, and other tax matters, ensuring timely
responses, thorough documentation, and effective resolution.
* Strengthen Client Relationships: Serve as a trusted tax advisor
to business owners, executives, high-net-worth individuals, and
other key clients, translating complex tax matters into practical
recommendations.
* Develop Talent: Mentor, coach, and develop tax professionals,
increasing their technical capabilities, independence, and
ability to manage routine compliance and client responsibilities.
* Leverage Technology: Evaluate and implement tax software,
research platforms, automation, and other technologies that
improve accuracy, efficiency, and the overall client experience.
Environment & Resources

This is a senior-level role within a collaborative professional
services environment where you will work closely with firm
leadership, clients, and accounting professionals. You will have
significant ownership over tax processes, technology, workflow
improvements, and client service strategies.

The environment values accountability, technical excellence,
responsiveness, and strong client relationships. Decisions are
made collaboratively and efficiently, providing the Tax Director
with an opportunity to make a visible impact on the growth and
development of the tax practice.

Essential Qualifications

* CPA license required.
* 8+ years of progressive tax experience, preferably including
public accounting experience.
* 3+ years of experience leading tax engagements, teams, or tax
functions.
* Strong experience with federal, state, and local tax compliance
and planning.
* Experience working with closely held businesses, partnerships,
corporations, trusts, estates, and/or high-net-worth individuals.
* Demonstrated ability to develop and implement effective
tax-planning strategies.
* Strong knowledge of current tax laws, regulations, and
compliance requirements.
* Hands-on experience with tax preparation software, tax research
platforms, and related accounting technology.
* Ability to manage multiple deadlines, engagements, staff
responsibilities, and client relationships simultaneously.
* Excellent written and verbal communication skills, with the
ability to explain complex tax concepts clearly to clients and
colleagues.
* Strong analytical, organizational, problem-solving, and
decision-making skills.
* Demonstrated leadership ability and commitment to mentoring and
developing tax professionals.
Preferred Qualifications

* Experience in a boutique or small-to-mid-sized accounting or
professional services firm.
* Experience advising business owners and high-net-worth
individuals on complex tax matters.
* Multi-state and multi-entity tax experience.
* Experience with tax controversy, IRS/state audits, and
regulatory correspondence.
* Familiarity with tax automation, workflow management, and
emerging technologies, including AI-enabled tools.
* Strong business-development and client-advisory skills.

Tax Director

About the role

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