Head of Tax

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 Experience in an independent CPA firm or boutique tax practice (Nice to Have) Expertise in entity restructuring, basis tracking, and M-1s (Nice to Have) Comfort transitioning client relationships from a founder (Nice to Have)

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 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