Associate Tax Director

About the role

The role supports the Director in leading and managing the firm's vision in the Costa Mesa, CA office with a flexible hybrid schedule.

Responsibilities

• Assist the Director in serving as the firm's leader and manager
• Be the primary point of contact for the firm's existing client base
• Serve as the primary point of contact and relationship manager for new clients
• Work with the firm's executive team to develop and execute the firm's growth initiatives, product and services offering, and operational strategies
• Review individual, corporate, partnership, and trust tax returns; assign work and oversee operations
• Oversee the firm's consulting and advisory efforts in the region
• Lead and manage staff in areas of research, training, and performance

Requirements

• 8 - 15 years of progressive experience preparing and reviewing individual, corporate, partnership, and estate tax returns
• Bachelor's degree required; Master’s degree preferred
• CPA, JD, LLM, or EA required
• Direct experience managing staff and client relationships
• Excellent communication and attention management skills
• Proprietor mentality and work ethic
• Entrepreneurial minded with an interest in strategy and operations

Qualifications

• Market-leading base compensation
• Annual Bonus
• Commissions for new client growth
• Paid medical benefits and 401(k)
• Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

Benefits

• Market-leading base compensation
• Annual Bonus
• Commissions for new client growth
• Paid medical benefits and 401(k)
• Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

Pay

The expected salary range for this role is $130,000 - $215,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring.

Schedule

The role offers a flexible hybrid schedule.