Director, Tax

Current • Scottsdale, AZ

2d

About The Position

The Director, Tax provides senior leadership across Cutler Advisors’ tax practice, overseeing a portfolio of tax compliance engagements and helping clients address complex tax matters. The role partners with tax leadership on engagement strategy, risk management, client relationships, and team development while ensuring consistent quality, timely filings, and strong engagement economics. The Director leads senior managers, managers, supervisors, and engagement teams as assigned, combining technical judgment with practical client guidance and disciplined delivery.

Requirements

• Bachelor’s degree in Accounting or a related field.
• CPA license required, or equivalent active licensure as applicable.
• Significant experience leading and reviewing tax engagements in a public accounting environment.
• Advanced knowledge of federal and state tax concepts and compliance requirements.
• Strong engagement strategy and risk management skills, with the ability to lead leaders and manage multiple concurrent priorities.
• Strong client-facing communication, stakeholder management, and sound professional judgment.
• Proficiency in Microsoft Excel and tax software and tools.

Responsibilities

• Lead a portfolio of tax compliance engagements, ensuring consistent quality, accurate documentation, and on-time delivery.
• Set engagement strategy for complex clients, including risk assessment, planning expectations, staffing, timelines, and review depth, aligning decisions with tax leadership.
• Review key tax judgments, high-risk areas, and engagement conclusions to ensure positions are supported and filing requirements are met.
• Resolve escalated technical and client issues, coordinating research, specialist input, communications, and documentation as needed.
• Oversee portfolio budgets, work in process, billing, realization, utilization, and rework; identify trends and implement corrective actions.
• Coach and develop senior managers, managers, supervisors, and assigned engagement teams; provide clear priorities, feedback, and performance management support.
• Build and maintain client relationships through clear executive-level communication, expectation-setting, and timely resolution of concerns; support client retention and growth.
• Advance quality improvement, standardization, training, and technology adoption, coordinating with other service lines and specialists as appropriate.
• Monitor portfolio filing calendars, extensions, delivery milestones, staffing, capacity, and utilization.
• Review engagement financials, including budgets versus actuals, billing, realization, and write-ups or write-downs.
• Track technical issues, review notes, rework, compliance findings, and escalation plans to strengthen quality and risk management.
• Use client feedback, retention trends, referrals, and growth opportunities to support client relationships and practice planning.

Benefits

• Health, dental, and vision insurance, with options for fully paid employee-only health and dental coverage.
• Company-paid life insurance and long-term and short-term disability insurance.
• Ancillary benefits such as supplemental life insurance, critical illness, and accident insurance.
• Classic Safe Harbor 401(k) plan with employer contributions.
• Professional growth, learning, and development opportunities, including access to Becker and LinkedIn Learning.

What This Job Offers

• Job Type: Full-time
• Career Level: Director