Executive Director of Tax

POSITION: Executive Director of Tax - Full Time

COMPANY: Carlee J Perez, CPA, PC

REPORTING TO MANAGING PARTNER: Carlee Perez

STATUS: Employee

COMPENSATION: $150,000

LOCATION: Central Austin, Texas, with the option to transition to a hybrid schedule after an initial on-site period.

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

INTENDED START DATE: January 2026

WORK HOURS

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

BENEFITS:

• health benefits
• 401K
• paid time off
• paid sick leave
• paid holidays
• personal days
• summer Fridays or flexible Fridays during 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 EXECUTIVE DIRECTOR OF TAX 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. With fewer than five team members, our group 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 Executive Director of Tax 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…

• You have 7+ years preparing complex 1040s and business tax returns (1065, 1120-S and 1120), plus a minimum of 4+ years reviewing and managing tax work.
• You’re comfortable with multi-state returns, Section 1031 exchanges, real estate investors, QBI, passive activity rules, S-Corp basis, and the like; experience with trusts (1041) or gift and estate taxes are a bonus.
• Your CPA license and PTIN have stayed active for the past 7 years.
• You can run your own schedule, hit deadlines, and keep things accurate—without re-doing a whole return or sweating tiny stuff (like a $2–$5 difference or travel vs. office supplies).
• You know what really matters: you focus on the big picture, catch missed deductions or credits (did we get that loan interest?), and keep returns strong without chasing perfection.
• You review smart—trust the preparers you know, adjust your depth by person, and leave clear, short notes. You only pull someone aside if the same mistake keeps happening; you’re patient and kind, even on long weeks.
• You love a small, family-style team: pitching in, staying flexible, helping clients, and jumping in wherever needed—including those sometimes long weekends during tax season.
• You build accountability, streamline how we work, and keep the vibe positive and supportive. Important: We do zero audits or assurance work—if that’s your background, this isn’t the fit. We’re all about tax.

RESPONSIBILITIES

TAX PREPARATION

• Prepare accurate, moderate to complex individual income tax returns (1040s), moderate to complex business tax returns (1065, 1120S and 1120), Trust returns (1041), Gift Tax returns (709), and other specialty filings as required.
• Perform reviews of individual and business tax returns prepared by other team members, ensuring accuracy and compliance.
• Assist with preparing tax projections and estimates to support client planning and financial goals.
• Conduct research on tax-related questions or issues, identifying and implementing appropriate solutions.
• Handle sensitive and confidential client data securely and in accordance with company policies, including if working in a secure, private home office.
• Manage tasks efficiently to meet deadlines, especially during the intensity of tax season.
• Be adaptable to the increased demands of tax season, including longer hours when necessary.
• Ask clarifying questions to ensure understanding and accuracy in your work.
• Maintain a high level of professionalism and emotional intelligence in all interactions.
• Communicate effectively with internal team members to deliver quality service, even when client-facing contact is limited.
• Balance serious, detail-oriented tasks with contributing to a positive and supportive team culture.
• Be responsive via phone and Microsoft Teams during work hours.

MANAGEMENT & TEAM LEADERSHIP

• Lead and mentor junior staff, providing guidance, training, and constructive feedback to help them grow and succeed.
• Stay responsive to clients during work hours—happy to answer a quick question, grab a missing doc, or just help them feel supported.
• Delegate tasks efficiently, managing workflow to meet deadlines during peak periods.
• Identify opportunities for process improvements and implement best practices to enhance team efficiency.
• Monitor staff workload and provide support to ensure productivity while maintaining a collaborative and positive environment.
• Foster accountability within the team while maintaining a supportive and encouraging culture.
• Communicate expectations clearly, ensuring each team member understands their responsibilities.
• Promote professional development opportunities for staff, helping them build skills and confidence.
• Serve as a point of escalation for questions or issues that require managerial oversight or expertise.

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

• Quickbooks
• Intuit ProConnect
• ProSystems Fx
• Office 365

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

• We partner with clients, understanding goals, anticipating needs, and tailoring financial solutions.

Collaboration + Team Support

• Great work stems from mutual success; we share knowledge and support clients and colleagues.

Integrity + Accountability

• Trust drives us—we uphold ethical standards, accuracy, transparency, and confidentiality.

Commitment to Excellence

• Details matter; we deliver careful, accurate work in returns and complex advice.

Personal Connection + Long-Term Relationships

• We build approachable, responsive ties with clients, colleagues, and community.

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.

In addition to submitting your resume, be sure to complete our application HERE in order to be considered for the role. Complete this application by December 29th, 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.