California Licensed Tax Director

Job Summary

Leading the firm's strategic initiatives, the full-time California Licensed Tax Director will manage client relationships, oversee tax return reviews, and guide staff while working remotely with occasional office visits in Costa Mesa, CA.

Key responsibilities

• Serve as the primary point of contact for existing and new clients
• Develop and execute the firm's growth initiatives and operational strategies in collaboration with the executive team
• Review and oversee the preparation of individual, corporate, partnership, and trust tax returns

Required qualifications

• 8 - 15 years of progressive experience in tax return preparation and review
• Bachelor's degree required; Master's degree preferred
• CPA, JD, LLM, or EA certification required
• Direct experience managing staff and client relationships
• Entrepreneurial mindset with a focus on strategy and operations