Tax Director

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Tax Director

Methuen, MA
Full Time
Paid
  • Responsibilities

    Director of Tax & Accounting

    Hybrid – Methuen, MA
    Full-time | Bonus-Eligible |

    Overview:

    A progressive and tech-forward accounting firm is seeking a Director of Tax & Accounting to lead and grow our established Tax & Accounting department. We deliver a full suite of client accounting services—including CAS, payroll, tax preparation, and advisory—serving business owners and high-net-worth individuals. We are deeply committed to building trusted, long-term partnerships with our clients and team members alike.

    This is an excellent opportunity for a rising leader—perhaps a Senior Manager or Manager at a regional firm—seeking greater autonomy, meaningful leadership responsibilities, and a voice in firm administration. Ideal candidates may be ready for a change due to firm mergers or are looking to make a larger impact within a smaller, more agile organization.

    Who We Are:

    We pride ourselves on a team-oriented, collaborative culture that prioritizes growth, innovation, and integrity. Our firm continuously embraces new technology to improve our processes. We leverage platforms like TaxCaddy for client data collection and e-signatures, and SurePrep for OCR-driven data entry into UltraTax. Our tax department processes ~350 returns annually (150 business / 200 personal), with work starting early in the season due to internally prepared financials.

    What You'll Do:

     

    Leadership & Oversight

    • Oversee the Tax & Accounting department, setting clear goals and KPIs
    • Manage team capacity and ensure timely, accurate workflow execution
    • Review and sign final tax returns
    • Lead team training, mentoring, and development
    • Identify and implement process improvements for greater efficiency and quality

      Client-Facing Responsibilities

    • Maintain and grow client relationships with high standards of communication and service
    • Advise clients on complex tax matters and planning opportunities
    • Serve as a trusted advisor, identifying additional service opportunities (bookkeeping, payroll, tax planning, etc.)
    • Communicate with taxing agencies on behalf of clients
    • Handle sensitive client concerns or quality issues with professionalism and care

      Strategic Growth & Innovation

    • Collaborate with leadership on firm growth strategies
    • Identify opportunities to enhance client experience through better communication or new technology
    • Monitor evolving tax laws and regulations to ensure compliance and implement best practices (e.g., PTE Tax, ERC, new credits)
    • Explore and recommend new service lines aligned with client needs

      You’re a Great Fit If You:

    • Thrive in a team-oriented, respectful environment
    • Take ownership of your work and hold yourself accountable
    • Enjoy mentoring and developing others
    • Are adaptable and motivated by continuous improvement
    • Have an entrepreneurial mindset and want to help others achieve their business goals

      Requirements:

    • Bachelor’s degree in Accounting from an accredited institution
    • CPA certification preferred; EA accepted
    • 5–10 years of relevant experience, ideally in a public accounting firm
    • Experience with flow-through entities and multi-state tax returns
    • Proven leadership experience managing both clients and team members
    • Familiarity with UltraTax and QuickBooks preferred

      Compensation & Benefits:

    • Salary: $130,000 – $150,000/year
    • Bonus eligibility
    • 401(k) with matching
    • Paid time off and sick time
    • Health, dental, and vision insurance
    • Flexible schedule and hybrid work environment
    • Continuing education credits & advancement opportunities
    • Flexible spending account and retirement plan
    • Paid family and bereavement leave

    Location:

    This is a hybrid position based in Methuen, MA.