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Tax Director

Tax Director

KDS SearchMethuen, MA, US
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Job Description

Job Description

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.

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