CPA Tax Director

About the role

Golden Reserve is seeking an experienced and personable Certified Public Accountant to help build and lead our internal tax support and preparation team across the country. This is a player-coach role where 75% of time is spent on tax support and preparation, and 25% on building out this new team and department. As the team grows, more time will be required for leadership and management.

Golden Reserve is a full-service RIA and insurance firm focused on changing the financial industry for retirees and financial professionals. We have grown to 40+ offices covering 9 states. Our clients receive tax planning direction for their qualified tax accounts and preparation of their annual tax returns. This role will manage tax preparation, provide real-time tax support, participate in events, and coordinate the development and expansion of this department.

Our lead generation is driven by a nationwide radio and television show, seminar workshops, digital marketing, and world-class client services.

Responsibilities

• Prepare and file federal, state, and local tax returns for individuals
• Review financial records, income statements, and documentation to ensure accuracy
• Identify tax credits, deductions, and strategies that benefit clients
• Communicate clearly with clients to gather necessary information and explain outcomes
• Stay current on changes to tax laws and regulations
• Maintain organized and confidential client records
• Lead a team of Tax Preparers and help build internal policies and procedures

Requirements

• Certified Public Accountant (CPA)
• Five (5)+ years of tax preparation, accounting, and tax planning experience
• Proficiency with tax preparation software (Drake, UltraTax, or similar)
• Communication excellence—ability to manage and inspire a team and clients as a world-class communicator
• Management experience—lead a multi-location team, drive process, and maintain a growth culture amid constant change
• GRIT—blue-collar mindset embracing accountability, ownership, problem-solving, and toughness

Benefits

• $125,000 - $175,000 salary, based on experience
• Ongoing management training and support
• Generous PTO policy
• Health and dental insurance
• 401(k) and life insurance

Schedule

This is a full-time, in-office role located in Dublin, Ohio.