Senior Tax Director

Job Description

Job Description

POSITION : Senior Tax Director - Full Time

COMPANY : Carlee J Perez, CPA, PC

REPORTING TO MANAGING PARTNER : Carlee Perez

STATUS : Employee

COMPENSATION : $150,000

LOCATION : Central, Austin, Texas

PREVIOUS EXPERIENCE REQUIREMENT : CPA required; at least 7 years of experience with complex tax preparation and at least 4 years in a review / management role

INTENDED START DATE : Monday, January 5th, 2026

WORK HOURS

40+ depending on busy season, flexible hours / comp time during off-season

BENEFITS :

• health insurance
• paid time off
• paid sick leave
• paid holidays
• personal days
• summer Fridays or flexible Fridays during off off-season
• CPE reimbursement credits
• professional membership dues

Note : This position requires a commitment to completing tasks and meeting deadlines. While working hours are listed above, occasional extended hours, especially from February through April and August through October, will be necessary to ensure critical work is completed.

WORK LOCATION REQUIREMENTS

There is potential for one to two days to be worked from home. All work “at home” must be completed using secure equipment and following all requirements on our WISP document. The company will provide a computer for work use, and it must remain in a locked and secure location when not in use. Employees will be required to sign and adhere to a Secure Work Location Agreement as a condition of employment. The company provides all necessary equipment for a productive home workspace. A company-issued laptop, dual monitors, a keyboard, and a mouse will be supplied to ensure you have the tools you need to work efficiently and comfortably from your remote environment.

ABOUT THE SENIOR TAX DIRECTOR POSITION

At Carlee J Perez, CPA, PC, we deliver trusted, personalized tax and accounting services with the warmth and close attention of a true family office. Our team is approachable, client-first, and always ready to lend a hand—whether it’s backing up a teammate or walking a client through a tricky tax situation.

We’re looking for an experienced Senior Tax Director to join us and lead with sharp expertise and real heart. You’ll manage and review returns, keep everything accurate and compliant, and offer clear, thoughtful guidance to clients and staff year-round. The perfect fit brings deep tax know-how, loves working as part of a tight-knit group, and takes pride in work that builds lasting client trust.

The core competencies of this role are tax expertise, accuracy + attention to detail, software proficiency, client relationship management, team collaboration and time management.

YOU ARE PERFECT FOR CARLEE J PEREZ, CPA, PC IF...

RESPONSIBILITIES

TAX PREPARATION

MANAGEMENT & TEAM LEADERSHIP

MAIN SYSTEMS WE USE Experience using these systems is not a requirement.

CULTURE & VALUES

Our culture emphasizes genuine care for clients, team, and work quality. At Carlee J Perez, CPA, PC, we deliver personal touch with professional precision.

Client-Focused Service

Collaboration + Team Support

Integrity + Accountability

Commitment to Excellence

Personal Connection + Long-Term Relationships

ABOUT CARLEE J PEREZ, CPA

With over 23 years in Finance & Accounting roles, Carlee has built a wealth of experience, including 10+ years in public accounting and tax accounting, but also 10+ years in the private realm while serving as a Finance Director for a top tier architecture firm and a Vice President for a regional engineering firm.

Carlee graduated from the University of the Incarnate Word and is a CPA licensed in Texas.

On the weekends, you will find her cheering on her daughter playing college softball, hiking & biking somewhere around Austin, doing CrossFit, or cooking.

Apply using the application link in the next line prior to November 24th, 2025.

Application link : https : / / form.typeform.com / to / SGSqKJBX.

Please note : The role requires a background check prior to hiring.

After being hired, this role requires signing an NDA as well as a non-compete.

You will be required to sign a WISP document ensuring your home security systems are set up and up to date, related to network use, privacy, computer / IT Security, Mobile Device Security, Handling & security of Client / Firm Documents, etc.

Company Description

At Carlee J Perez, CPA, PC, we deliver trusted, personalized tax and accounting services with the warmth and close attention of a true family office. Our team is approachable, client-first, and always ready to lend a hand—whether it’s backing up a teammate or walking a client through a tricky tax situation.

With over 23 years in Finance & Accounting roles, Carlee has built a wealth of experience, including 10+ years in public accounting and tax accounting, but also 10+ years in the private realm while serving as a Finance Director for a top tier architecture firm and a Vice President for a regional engineering firm.

Carlee graduated from the University of the Incarnate Word and is a CPA licensed in Texas.

On the weekends, you will find her cheering on her daughter playing college softball, hiking & biking somewhere around Austin, doing CrossFit or cooking.

Company Description

At Carlee J Perez, CPA, PC, we deliver trusted, personalized tax and accounting services with the warmth and close attention of a true family office. Our team is approachable, client-first, and always ready to lend a hand—whether it’s backing up a teammate or walking a client through a tricky tax situation.\r\nWith over 23 years in Finance & Accounting roles, Carlee has built a wealth of experience, including 10+ years in public accounting and tax accounting, but also 10+ years in the private realm while serving as a Finance Director for a top tier architecture firm and a Vice President for a regional engineering firm. \r\nCarlee graduated from the University of the Incarnate Word and is a CPA licensed in Texas.\r\nOn the weekends, you will find her cheering on her daughter playing college softball, hiking & biking somewhere around Austin, doing CrossFit or cooking.