Description

Director of Tax Services | Leadership Pathway | Irvine, CA (Hybrid)

A Direct Route to Firm Leadership -- Not Just Another Tax Role

We're a progressive accounting and advisory practice led by former Big 4 professionals who wanted to rethink what a firm could be. We left behind outdated hierarchies and private equity pressures to build something better -- a firm that prioritizes people, quality, and balance.

Now, we're looking for an experienced Tax Director ready to modernize operations, mentor a talented team, and help drive our next stage of growth.

What Makes This Opportunity Unique

• Lead an Office, Shape a Vision | Take the reins of our Irvine location -- guiding a skilled team, improving client service, and upgrading processes with full operational, technology, and business support from the home office.
• A Real Path to Partnership | Our growth strategy depends on strong leadership. That means advancement here isn't theoretical -- it's essential. As we expand, you'll have a defined path toward equity and long-term ownership.
• High-Caliber, Engaged Clients | Work directly with high-net-worth individuals, families, and closely held entities that value proactive, strategic guidance. Expect deep, ongoing client relationships where your advice truly moves the needle.
• Hybrid Schedule, Healthy Boundaries | Split your time between our Irvine office and home. Even during busy season, we limit workloads to maintain sustainability and quality -- not 80-hour weeks.
• A Culture Built to Last | We reject the 'burn and churn' mentality of traditional firms. Our philosophy is simple: invest in great people, help them grow, and create careers that endure.

Your Impact

• Oversee the day-to-day operations of the Irvine office and serve as the key point of contact for both clients and team members.
• Manage, mentor, and develop a high-performing tax team.
• Review and advise on a range of complex individual, partnership, corporate, and trust returns.
• Provide full-scope advisory services for high-net-worth clients, including wealth preservation and estate planning.
• Collaborate with internal legal, accounting, and family office professionals to deliver holistic client solutions.
• Contribute to firm strategy, leadership development, and future expansion initiatives.

What You Bring

• CPA license required.
• 5+ years at a national firm or 7-10 years in a reputable local/regional firm.
• Strong technical expertise with complex returns and multi-entity structures.
• Proficiency with Lacerte, CCH Suite, or similar tax software (adaptable to new systems).
• Demonstrated leadership in mentoring, communication, and client service.
• Entrepreneurial mindset -- eager to build, innovate, and grow with the firm.

Compensation & Benefits

• Base Salary: $160,000-$220,000 (based on experience)
• Path to Partnership: Clear, attainable, and supported
• Comprehensive health, dental, and vision coverage
• 401(k) plan
• Generous PTO + hybrid flexibility

Why Professionals Join -- and Stay

We attract top talent because we offer something rare: the chance to lead, grow, and still have a life. Our people don't leave for something better -- they build it here.

If you're a tax professional who's ready for more autonomy, influence, and long-term opportunity, we'd love to talk -- whether you're actively exploring or just curious about what's possible.