What are the responsibilities and job description for the Tax Director position at Springline Advisory?
About Our Team
At Springline Advisory, we’re building a firm where growth and culture go hand in hand. We partner with entrepreneurial accounting and advisory firms across the country to create something bigger together, while staying grounded in the relationships, values, and local cultures that matter most.
Our teams have the opportunity to do meaningful work, collaborate across markets and specialties, and help shape the future of a fast-growing organization. Backed by Trinity Hunt Partners and recognized as one of Accounting Today’s fastest-growing firms, we’re creating a place where ambitious people can build rewarding, long-term careers.
About the Role
We are seeking a highly technical Tax Director with deep expertise in partnership and real estate taxation to join our Kansas City tax practice. This role will oversee complex tax planning, advising, compliance, and research services. You’ll advise clients on sophisticated tax matters and serve as a technical resource for clients and internal teams. You’ll work closely with firm leadership to deliver exceptional client service, strengthen technical excellence, and develop future leaders within the practice.
What You’ll Do
Partnership & Real Estate Tax
- Lead complex tax planning, consulting, and compliance engagements for partnerships, real estate entities, investment funds, family offices, and closely held businesses.
- Serve as the firm’s technical resource on sophisticated partnership taxation matters.
- Provide technical guidance and oversight related to complex tax matters including but not limited to:
- IRC Section 704(c) allocations
- IRC Section 754 elections and basis adjustments
- Partnership waterfalls
- Tiered partnership structures
- Investor funds
- Real estate investment partnerships
- REIT taxation
- Complex entity structuring and transactions
- Research, analyze, and develop solutions for complex tax issues and transactions.
- Monitor legislative and regulatory developments and communicate relevant implications to clients and team members.
- Present and defend technical tax positions to clients, taxing authorities, and stakeholders.
Client Advisory & Relationship Management
- Serve as a trusted advisor by delivering proactive tax planning, strategic guidance, responsive service, and proactive advice that supports client objectives.
- Identify opportunities to expand service offerings within existing client relationships.
- Collaborate with partners and firm leaders to provide comprehensive solutions that support client objectives.
- Assist clients with federal and state tax examinations and controversy matters.
Engagement Leadership & Practice Management
- Oversee planning, staffing, execution, and delivery across multiple client engagements.
- Manage budgets, timelines, and client expectations while maintaining high-quality service delivery.
- Approve final engagement conclusions and recommendations.
- Identify opportunities to improve service delivery, engagement efficiency, and operational effectiveness.
- Collaborate with leadership on resource planning and capacity management across the tax practice.
Leadership & Talent Development
- Provide overall leadership, supervision, coaching, and performance feedback to managers, supervisors, and seniors.
- Serve as a mentor and technical resource to team members across all levels of the organization.
- Foster a collaborative culture focused on accountability, continuous learning, and professional growth.
- Help develop future leaders through ongoing coaching, technical development, and career planning discussions.
About You
Strategic Problem Solver - Identifies key issues, evaluates alternatives, and develops proactive solutions, strong sense of action and decision making.
Client Advisor - Builds trust through clear communication, responsiveness, and practical guidance tailored to each client’s business needs.
Communication & Influence - Effectively communicates complex concepts to clients, colleagues, and leadership in a professional manner. Builds relationships easily across the firm with a collaborative mindset.
Leadership & Talent Development - Develops team members through coaching, accountability, and meaningful opportunities for professional growth.
Results Orientation - Successfully manages multiple priorities, drives engagements to completion, and consistently delivers high-quality outcomes.
Innovation & Process Improvement - Improves processes and efficiency in ways that strengthen both the client and employee experience.
Required Experience
- Bachelor’s degree in Accounting
- Active CPA license
- 10 years of recent public accounting tax experience
- 5 years of supervisory or leadership experience
- Significant experience serving partnership, real estate, investment fund, and complex ownership structure clients
- Strong background in tax planning, consulting, compliance, research, and review of complex tax engagements
- Excellent analytical, problem-solving, and client relationship skills
- Strong written and verbal communication skills, including the ability to explain complex tax matters to business owners and executives
- Experience implementing process improvements that enhance client service and engagement efficiency
Why Join Us
As part of Springline, you’ll have the resources and infrastructure of a growing national platform while maintaining the entrepreneurial spirit and local-market influence that drive success.
- Hybrid Work Environment: Team members work in the office a minimum of three days per week to support collaboration, mentorship, and client service excellence.
- Meaningful Client Impact: Work directly with sophisticated clients on challenging partnership and real estate tax matters.
- Growth Opportunities: Expand your technical expertise and leadership influence within one of the fastest-growing accounting and advisory platforms in the country.
- Collaborative Culture: Join a team-oriented environment that values technical excellence, innovation, mentorship, and continuous learning.
- Competitive Compensation: Comprehensive salary and benefits package, including performance-based incentives and opportunities for professional growth.
Springline Advisory is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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