Tax Director / Senior CPA — Department Head

Legacy Financial Group's Tax and Accounting division is seeking an experienced CPA to lead our tax department in Des Moines. This is a succession-track leadership role: you'll work alongside our current Tax Director during a planned transition period, taking on full department leadership by spring 2027. You'll oversee tax strategy, staff, and client relationships for a well-established, growing practice that's part of a larger, respected financial services organization — with a genuine path toward equity/partnership in the business for the right person.

Essential Responsibilities

• Lead and manage the tax and accounting department, including staff development, workflow, and quality control.
• Serve as lead CPA for complex individual, business, and entity returns within the firm's client base.
• Work with advisors to create tax planning strategy for clients across the firm's advisory base.
• Drive growth of the department's business-client base by expanding bookkeeping and payroll service offerings.
• Represent clients in IRS and state agency correspondence and audits.
• Oversee accounting services delivery — financial statements, reconciliations, bookkeeping support.
• Partner with firm leadership and advisory staff to ensure coordinated service for shared clients.
• Monitor tax law changes and translate them into proactive planning opportunities firm-wide.
• Manage departmental capacity planning, especially through busy season.
• Special projects and firm initiatives as they arise.

Qualifications

• Active CPA license (Iowa) required.
• 7 years of public accounting experience, including prior supervisory or department-leadership experience.
• Bachelor's degree in Accounting, Finance, or related field required; Master's degree a plus.
• Strong knowledge of individual and business tax preparation and planning.
• Demonstrated ability to manage a team and client book simultaneously.
• Business-development mindset, with experience growing bookkeeping, payroll, or related service lines a plus.
• Comfortable operating in a fully in-person, client-facing environment.

Pay: $135,000.00 - $160,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience:

• CPA: 7 years (Preferred)
• Supervisory: 3 years (Preferred)

License/Certification:

• CPA (Required)

Work Location: In person

Salary : $135,000 - $160,000