Head of Tax
About The Position
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. 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
Director
Education Level
No Education Listed
