Stand Alone 1040 Practice Leader

About the role

We are seeking an experienced tax professional with an entrepreneurial mindset to lead and grow our Stand-Alone 1040 Practice. This role offers the opportunity to build a practice, develop a team, strengthen client relationships, and play a key leadership role within the firm. You will bring strong technical expertise in individual taxation along with leadership, organizational, and business development skills to take ownership of a growing practice.

Responsibilities

• Take ownership of the firm's Stand-Alone 1040 practice and help establish its long-term vision and strategy.
• Develop and implement processes, workflows, and best practices to support an efficient and scalable practice.
• Identify opportunities to grow the practice, expand services, and strengthen the firm's individual tax client base.
• Prepare and review complex individual income tax returns, including high-net-worth and multi-state individual returns.
• Serve as a technical resource and mentor for tax professionals on the team.
• Ensure accuracy, quality, and compliance with applicable federal and state tax laws.
• Research and resolve complex individual tax issues.
• Stay current on changes in tax legislation, regulations, and industry developments.
• Build, lead, mentor, and develop a high-performing 1040 tax team.
• Manage workloads, workflow, deadlines, and resource allocation throughout the tax season and beyond.
• Establish expectations and processes that promote quality, efficiency, and accountability.
• Provide coaching, feedback, and professional development opportunities to team members.
• Help recruit and identify talent as the practice continues to grow.
• Develop and maintain strong relationships with individual tax clients.
• Serve as a trusted advisor and primary point of contact for key clients.
• Understand client needs and identify opportunities to provide additional tax and advisory services.
• Participate in client meetings and help build long-term relationships.
• Contribute to business development and practice growth initiatives.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA license preferred; EA or other relevant tax credentials will also be considered.
• Significant experience preparing and reviewing individual income tax returns.
• Strong knowledge of federal and state individual taxation.
• Experience with complex individual tax returns, including high-net-worth clients, multiple states, trusts, investments, or other complex tax situations.
• Previous experience leading, mentoring, or managing tax professionals.
• Demonstrated ability to manage multiple clients, priorities, workflows, and deadlines.
• Strong client relationship and communication skills.

Benefits

• Annual Profit Sharing: Typically 8%-10% of base salary, paid each January.
• 401(k): Company match of 6%.
• Health Insurance: Firm contributes 70% of employee premiums and pays the first $6,000 of the deductible, with the employee responsible for the remaining $1,000.
• Vision Insurance: 100% employer-paid.
• Dental Insurance: 100% employer-paid.
• Short-Term Disability: 100% employer-paid.
• Long-Term Disability: 100% employer-paid.
• Paid Time Off: Five weeks annually.
• Paid Holidays: 10 firm-recognized holidays plus one floating holiday.
• Professional Development: Strong focus on employee development, mentorship, and career progression.
• Hybrid Work Environment: Flexibility to work from home.