What are the responsibilities and job description for the Tax Director and Tax Practice Lead position at Rock CFO?
Tax Practice Lead
Location: Greater Kansas City, MO (northland) - hybrid; NOT remote.
Compensation: $150k to $250k base strong profit share upside
*** no recruiters please ***
Come open the 2nd office of a rapidly growing tax practice and lead our tax firm. Unique opportunity and great timing to get involved.
Company Overview
Rock CFO is working with a Firm in Kansas City (northland) that is seeking a tax professional to lead a strong and rapidly growing tax practice. This company has been around for 25 years and has a strong national marketing presence.
They currently have several thousand customers or clients who rely on their CPA tax services. The typical client is a small business or a high net worth individual. With their strong marketing presence and relationships, this practice is on a proven strong growth path and will continue to do so well into the future.
Summary of Role
We are seeking a Tax Director & Practice Leader to come and lead and build a team of tax professionals at the corporate office. You will interact with customers and clients, prepare tax strategies and documents, and oversee the hiring and development of team members in the office and lead the tax services division at this company. The sales portion is generally handled by the corporate sales and marketing team freeing you and your team up for customer service, retention, and onboarding of clients.
Responsibilities
As a Tax Director at this firm, your typical job functions will include:
- Lead the tax team: drive high-impact initiatives and play a key role in hiring, strategy, and fulfillment
- Lead & Mentor: Manage a growing team of CPAs, tax preparers, and client service professionals; foster a high-accountability, growth-oriented culture.
- Ensure Compliance: Oversee federal and state tax return preparation and review for individuals, S Corps, LLCs, and partnerships.
- Client Strategy & Planning: Deliver proactive, personalized tax strategies and planning advice tailored to small business owners and investors.
- Drive Excellence: Approve complex returns, support estate and trust planning, and streamline internal processes for efficiency and accuracy.
- Develop Talent: Provide training, mentorship, and ongoing professional development to grow a best-in-class tax team.
Qualifications
- 10 years of tax preparation and review experience (individuals, LLCs, S Corps, and trusts).
- Active CPA license required
- Bachelor’s in Accounting or Tax (Master’s preferred).
- Proven team leadership experience in a fast-paced environment.
- Strong communicator—able to simplify complex tax matters for clients.
- Proficiency in financial statements, tax strategy, and planning.
- Effective project management and organizational skills.
- This is NOT a remote job. Must be willing to live in the greater Kansas City area and reliably commute to office onsite.
The firm takes a strong interest and focus on employee satisfaction. Working hours are reasonable compared to some national CPA firms. The compensation package is strong base salary and also offers significant profit sharing upside potential as your grow the practice.
If you want to learn more about the exciting career expanding opportunity to build, grow, and lead a successful tax practice with an established strong marketing presence, let’s talk. Please reach out and submit an application to learn more. We look forward to talking to you
Pay: $150,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Gym membership
- Health insurance
- Health savings account
- Paid time off
- Paid training
- Relocation assistance
- Vision insurance
Education:
- Bachelor's (Required)
Experience:
- Tax: 7 years (Required)
License/Certification:
- CPA license (Required)
Ability to Relocate:
- Kansas City, MO 64158: Relocate with an employer provided relocation package (Required)
Work Location: Hybrid remote in Kansas City, MO 64158
Salary : $150,000 - $250,000