Tax Director

Looking for more than just another Partner title?

We're partnering with a respected boutique CPA firm in Bountiful, Utah that is planning for the future. This opportunity has been created as part of a long-term succession plan for a retiring Partner, giving the right individual the chance to step into an established book of business and become a key leader within the firm.

The practice serves a loyal client base of high-net-worth individuals, entrepreneurs, and small to mid-sized businesses. This is a true generalist role with a mix of tax planning, advisory, and relationship management.

The firm has built an outstanding reputation by providing personalized service and developing long-term client relationships. If you're looking for a place where you can make an impact, build lasting relationships, and have a clear path to ownership and leadership, this is a unique opportunity.

What You'll Do

• Manage and advise a portfolio of high-net-worth individuals and closely held businesses
• Provide tax planning and consulting across a variety of industries
• Become a trusted advisor to long-standing clients
• Mentor and develop staff while helping shape the next generation of the firm
• Work alongside the retiring Partner to ensure a smooth transition of client relationships

What We're Looking For

• CPA required
• 10 years of public accounting experience
• Strong experience serving high-net-worth individuals and closely held businesses
• A relationship-focused professional who enjoys working directly with clients
• Someone looking for a long-term home with future ownership and leadership opportunities

Why This Opportunity?

• Rare succession opportunity with a clear path to Partner
• Transition an established book of business from a retiring Partner
• Boutique CPA firm with a loyal client base and excellent reputation
• Collaborative culture where relationships come first
• Opportunity to help shape the future of the firm while enjoying the flexibility and influenc