Head of Tax
About The Position
One of our CPA network firms is hiring! About the Firm Our CPA network firms is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. Their main office is located in Beverly Hills, CA, and they have experts on the team located throughout the country. Join a rapidly growing organization with a strategic vision and dynamic plan. They are an established tax practice serving closely held businesses, partnerships, real estate groups, family-owned corporations, and high-net-worth individuals. The firm produces approximately 600 annual returns, primarily entity filings (1120S, 1120, 1065) with related individual filings. They are entering a transition period as their founding practitioner retires after 40 years. They are seeking an experienced, technically strong Head of Tax who can uphold quality, build client confidence, elevate the team, and lead their tax function into its next growth phase. They are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! About the Role They are seeking a highly experienced and technically strong Tax Director / Head of Tax to join their growing team. This senior-level role requires a Certified Public Accountant (CPA) with a minimum of 12 years of tax experience , preferably gained within public accounting (Big 4 or mid-tier firms) . Ideal candidates will also bring industry experience within the healthcare, cannabis, real estate, manufacturing, technology, e-commerce, blockchain, entertainment, retail, distribution, and construction sectors. This fully remote position is designed for a seasoned tax professional capable of preparing and reviewing a high volume of tax returns, ensuring accuracy, compliance, and strategic alignment with client needs. Position Overview The Head of Tax is responsible for: Technical oversight Review Tax planning and structuring Client advisory relationships Staff development This role replaces the tax judgment, review function, and client confidence historically held by the owner. The ideal candidate is both a strategic thinker and a hands-on leader who can ensure accurate, timely, proactive tax compliance and planning delivered at scale. This is not a grinder role — it is a review and guidance role. You will ensure clients are positioned advantageously and that the team produces audit-defensible, high-quality work.
Requirements
- CPA required
- 12+ years progressive tax experience
- Strong mastery of small business taxation, especially: – S-corps – Partnerships – Corporations – Multi-entity structures
- Prior experience reviewing high-volume return environments
- Demonstrated track record of leadership, judgment, and accuracy
Nice To Haves
- Experience in an independent CPA firm or boutique tax practice
- Expertise in entity restructuring, basis tracking, and M-1s
- Comfort transitioning client relationships from a founder
Responsibilities
- Own tax technical excellence across the practice
- Perform final review on complex entity and individual returns
- Ensure filings are technically correct, optimized, and defendable
- Identify and correct structural issues (e.g., basis, salary, allocations, elections, entity selection)
- Maintain up-to-date knowledge of federal and state tax law changes
- Serve as primary tax advisor for business clients
- Provide proactive planning and tax minimization strategies
- Deliver annual planning meetings and structural evaluations
- Build trust with clients transitioning from founder ownership
- Lead, mentor, and provide technical training to preparers
- Work closely with staff accountants and senior preparers
- Implement review protocols, workpapers, and QA checkpoints
- Answer staff questions and guide resolution of technical issues
- Work with leadership to design efficient tax workflows
- Set review standards and turnaround expectations
- Monitor workloads and ensure timely delivery
- Help drive automation, documentation, and standardization
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
