Director of Tax

Tax CPA - Tax Practice Leadership

Location: Great Falls, VA

Job Type: Full-Time

Work Arrangement: Hybrid / In-Person

Experience: 8-10 Years

About Our Client

Our Client is an established financial advisory firm expanding its services to include a dedicated tax practice. The firm is developing an integrated approach to tax and wealth management, helping individuals and businesses address complex tax needs while making informed financial decisions.

Our Client is seeking an experienced Certified Public Accountant (CPA) to lead the transition of an existing tax practice, maintain established client relationships, and support the growth of the firm's tax services. This opportunity offers the potential for equity partnership and additional revenue-based compensation tied to eligible referrals to the advisory business.

Position Overview

Our Client is seeking a highly skilled Tax CPA to take a leadership role in preparing and reviewing complex tax returns, developing proactive tax strategies, and advising individual and business clients.

The successful candidate will bring extensive experience in individual, trust, estate, and pass-through taxation, along with strong client relationship management and analytical skills. This professional will also help transition an existing client portfolio, establish effective tax practice operations, and expand the client base over time.

Key Responsibilities

• Prepare and review complex individual and business tax returns, ensuring accuracy and compliance with applicable federal and state regulations.
• Develop proactive tax planning strategies to help clients manage tax liabilities and achieve their financial objectives.
• Research, interpret, and apply federal and state tax laws, regulations, and guidance.
• Advise clients on tax-efficient business structures, financial decisions, and planning opportunities.
• Manage client relationships and communicate complex tax matters in a clear, practical, and professional manner.
• Identify tax risks, planning opportunities, compliance obligations, and potential areas for improvement.
• Support IRS and state tax matters, inquiries, examinations, and related correspondence as needed.
• Facilitate the transition of an existing tax practice and maintain continuity of service for established clients.
• Help develop, organize, and expand the firm's tax practice and client portfolio.
• Collaborate with financial advisors and other professionals to coordinate tax planning with clients' broader financial and wealth management objectives.
• Establish effective workflows and maintain high standards for client service, documentation, and tax compliance.
• Contribute to the long-term growth and success of the tax practice, with potential opportunities for equity ownership.
  
  

Required Qualifications

• Active CPA license in good standing.
• Virginia CPA licensure or eligibility to obtain Virginia licensure.
• 8-10 years of professional tax experience, particularly with individual, trust, estate, and pass-through tax returns.
• Strong knowledge of federal and state taxation, tax compliance, and tax planning.
• Demonstrated ability to prepare and review complex tax returns.
• Strong analytical, research, and problem-solving skills.
• Excellent attention to detail and commitment to technical accuracy.
• Ability to work independently, manage competing priorities, and meet strict deadlines.
• Strong client relationship management and professional communication skills.
• Ability to explain complex tax issues and recommendations clearly to clients.
  
  

Preferred Qualifications

• Experience leading or managing a tax practice or client portfolio.
• Experience transitioning an existing tax practice or maintaining continuity for an established book of business.
• Strong expertise in tax planning for individuals, trusts, estates, and pass-through entities.
• Experience advising business owners and high-net-worth individuals on tax-efficient financial decisions.
• Experience collaborating with financial advisors, wealth management professionals, or other advisory teams.
• Business development experience and the ability to expand client relationships and generate new business opportunities.
• Interest in practice ownership, equity partnership, and long-term business growth.
  
  

Compensation & Benefits

• Performance-based incentive compensation, with details discussed during the interview process.
• Potential opportunity for equity partnership in the tax practice.
• Potential revenue-based compensation for eligible referrals to the advisory business.
• Medical, dental, and vision insurance.
• 401(k) retirement plan with employer match.
• Generous paid time off and paid holidays.
• Support for CPA license maintenance and continuing professional education.
  
  

Ideal Candidate Profile

The ideal candidate is an experienced CPA with 8-10 years of tax expertise who can independently manage complex tax engagements, build trusted client relationships, and lead the development of a growing tax practice. Experience with individual, trust, estate, and pass-through returns is essential.

This opportunity is particularly suited to a tax professional interested in greater autonomy, practice leadership, business development, and the potential to become an equity partner while collaborating with a financial advisory team.

Career Opportunity

This position offers the opportunity to help lead an expanding tax practice, serve sophisticated individual and business clients, and contribute to the firm's long-term growth. Qualified candidates may have a path to equity ownership and performance-based incentives as the practice develops.