What are the responsibilities and job description for the Tax Senior Manager (or Tax Director) position at Premier Financial Search?
Join a highly respected CPA firm that truly offers the best of both worlds: the close-knit culture of a local practice backed by the resources and stability of a national platform. This is a succession role with a clear path to partner in 1–2 years, stepping into strong, long-standing client relationships. The firm is growth-focused, PE-free, and hiring while others pull back. If you’re a Tax Director or a strong Senior Manager ready to lead, this is the kind of opportunity that can define your next chapter.
Key Responsibilities:
- Serve as a Subject Matter Expert, sharing specialized knowledge and insights within the business unit.
- Make recommendations to improve internal processes and department procedures.
- Identify and communicate business opportunities for both clients and the firm.
- Monitor industry trends, identify client issues, and proactively present solution options to management and the team.
- Oversee and review engagement deliverables to ensure quality control standards are consistently met.
- Partner with firm leadership on business development, including client meetings, presentations, and proposal preparation.
- Demonstrate a strong understanding of Qualified Plan needs and related client requirements.
- Supervise, mentor, and develop staff through regular performance feedback, training, and evaluations.
- Foster a team-oriented culture, support management decisions, and contribute to a positive, collaborative work environment.
- Perform additional responsibilities as assigned.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field required; Master’s degree preferred.
- Minimum of 8 years of experience in public accounting or a related field.
- At least 5 years of supervisory experience with demonstrated leadership skills.
- Active CPA license (or equivalent certification) required and must be maintained.
- Proven ability to manage deadlines, balance multiple priorities, and adapt to changing needs.
- Strong written and verbal communication skills across all organizational levels.
- Proficiency in relevant tax and accounting technology tools.
- Ability and willingness to travel based on business needs.
Salary: $135,000- $200,000 (DOE)
Application Instructions:
Please send your resume in Word format to:
Kayla (Spinti) Tusler
Premier Financial Search
www.pfssearch.com
kayla@pfssearch.com
Let’s Connect & Explore Your Options
We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.
About Us
Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond, including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.
Salary : $135,000 - $200,000