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Tax Director | Bay Area (San Francisco / East Bay / Peninsula)
Tax Director | Bay Area (San Francisco / East Bay / Peninsula)Whitman Transition Advisors Job Community • San Francisco, CA, United States
Tax Director | Bay Area (San Francisco / East Bay / Peninsula)

Tax Director | Bay Area (San Francisco / East Bay / Peninsula)

Whitman Transition Advisors Job Community • San Francisco, CA, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

We’re seeking a Tax Director to lead and grow the Bay Area tax practice for a progressive, growth-focused accounting group that’s redefining how firms scale and deliver exceptional client service.

This is a high-impact leadership role overseeing tax strategy, client relationships, and team development across multiple partner firms in Northern California. You’ll play a key part in expanding capabilities, driving growth, and shaping the future of an integrated tax platform.

Key Responsibilities

  • Lead and expand the Bay Area tax practice, driving growth and operational excellence
  • Deliver high-quality tax advisory and compliance services to entrepreneurs, family offices, and high-net-worth individuals
  • Serve as a strategic advisor on complex matters such as structuring, transactions, and planning opportunities
  • Collaborate with partner firms to unify processes, elevate service quality, and leverage technology
  • Recruit, mentor, and inspire a high-performing team, fostering collaboration and innovation
  • Work with leadership to implement data, analytics, and AI-driven improvements across the platform

Qualifications

  • Active CPA license required
  • 10+ years of progressive experience in business taxation (public accounting background preferred)
  • Proven record in leading client engagements and growing a tax practice
  • Expertise in corporate, partnership, and individual taxation
  • Strong leadership, communication, and client advisory skills
  • Entrepreneurial mindset and ability to thrive in a dynamic, growth-focused environment

    • What’s in It for You

  • Leadership opportunity in one of the nation’s most dynamic tax markets
  • Competitive compensation, annual performance bonus, and long-term incentive potential
  • Resources and technology of a national platform, combined with local firm autonomy
  • Comprehensive benefits and long-term career development opportunities
  • Collaborative, innovative culture where your impact truly matters

    • 📍 Location : This role is based in the San Francisco Bay Area (San Mateo, Walnut Creek, or surrounding markets) and offers flexibility with client-facing and hybrid work arrangements.

    💬 Interested or know someone who fits? Let’s connect.

    #J-18808-Ljbffr

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