Head of Tax

Job Title: Head of Tax / Tax Director

Location: Remote with periodic onsite needs
Reports To: CEO / Managing Partner

Employment Type: Full-Time

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.

Key Responsibilities

Technical Leadership & Review

• 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

Client Advisory & Relationship Leadership

• 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

Team Management & Development

• 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

Workflow, Process, and Practice Management

• 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

Qualifications

Must Have

• 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 Have

• 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

Success Criteria / KPIs

✔ High client retention and confidence during transition
✔ Smooth compliance season with consistent turnaround times
✔ Reduced rework and review errors
✔ Staff competency improvement over 6–12 months
✔ Identification of advisory or planning opportunities

Compensation

$175,000 – $250,000 total compensation package - (Depending on market, experience, and performance)

Typical structure:

• Base salary: $140,000 – $200,000

• Performance incentives tied to:
– Accuracy metrics
– Realization percentages
– Client retention
– Planning value delivered

Culture Fit

We are looking for someone who is:

• Calm under deadlines
• Highly technical but pragmatic
• Strong communicator
• Quality-driven
• Able to train others without ego
• Trusted adviser personality
• Ownership mindset

Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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