Tax Director | Bay Area (San Francisco / East Bay / Peninsula)
whitman transition advisors job communityMillbrae (CA)
Tax Director | Bay Area (San Francisco / East Bay / Peninsula)
Posted today
whitman transition advisors job communityMillbrae (CA)
SENIORITY
Manager
About the role
We’re seeking a Tax Director to lead and grow the Bay Area tax practice for a progressive, growth-focused accounting group that’s redefining how firms scale and deliver exceptional client service.
This is a high-impact leadership role overseeing tax strategy, client relationships, and team development across multiple partner firms in Northern California. You’ll play a key part in expanding capabilities, driving growth, and shaping the future of an integrated tax platform.
Key Responsibilities:
Lead and expand the Bay Area tax practice, driving growth and operational excellence
Deliver high-quality tax advisory and compliance services to entrepreneurs, family offices, and high-net-worth individuals
Serve as a strategic advisor on complex matters such as structuring, transactions, and planning opportunities
Collaborate with partner firms to unify processes, elevate service quality, and leverage technology
Recruit, mentor, and inspire a high-performing team, fostering collaboration and innovation
Work with leadership to implement data, analytics, and AI-driven improvements across the platform
Qualifications:
Active CPA license required
10+ years of progressive experience in business taxation (public accounting background preferred)
Proven record in leading client engagements and growing a tax practice
Expertise in corporate, partnership, and individual taxation
Strong leadership, communication, and client advisory skills
Entrepreneurial mindset and ability to thrive in a dynamic, growth-focused environment
What’s in It for You:
Leadership opportunity in one of the nation’s most dynamic tax markets
Competitive compensation, annual performance bonus, and long-term incentive potential
Resources and technology of a national platform, combined with local firm autonomy
Comprehensive benefits and long-term career development opportunities
Collaborative, innovative culture where your impact truly matters
📍 Location: This role is based in the San Francisco Bay Area (San Mateo, Walnut Creek, or surrounding markets) and offers flexibility with client-facing and hybrid work arrangements.
💬 Interested or know someone who fits? Let’s connect.
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