Tax Director - CPA firm (San Francisco) Job at Whitman Transition Advisors Job Community, San Francisco, CA

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  • Whitman Transition Advisors Job Community
  • San Francisco, CA

Job Description

We are seeking an experienced Tax Director to lead and grow the Bay Area tax practice of our boutique growing CPA partner client. This highimpact leadership role oversees tax strategy, client service, and team development across multiple offices, helping integrate capabilities within a broader national platform.

Key Responsibilities

  • Lead and expand the Bay Area tax practice, driving growth, client service excellence, and multioffice team leadership.
  • Deliver highquality advisory and compliance services to entrepreneurial businesses, family offices, and highnetworth individuals.
  • Serve as a strategic advisor on complex matters, including structuring, transactions, and planning opportunities.
  • Unify processes, share best practices, and implement consistent quality and technology standards across the practice.
  • Grow the book through expanded services to existing clients and business development across the Bay Area.
  • Recruit, mentor, and inspire a highperforming team and foster a collaborative, growthoriented culture.
  • Partner with firm leadership and shared services to leverage data, modern tooling, and operational innovation.

Qualifications

  • Active CPA license required.
  • 10+ years of progressive experience in business taxation (Big4, large national, or top regional experience ideal).
  • Demonstrated success leading client engagements and growing a tax practice.
  • Strong technical depth across corporate, partnership, and individual taxation.
  • Excellent client relationship, communication, and executive presence.
  • Proven leadership in developing, mentoring, and managing teams.
  • Entrepreneurial mindset with comfort in a dynamic, growthfocused environment.

What We Offer

  • A leadership platform to build and scale a premier multioffice tax practice in a dynamic market.
  • Competitive compensation, annual performance bonus, and potential longterm incentive participation.
  • The resources, capital, and technology of a national platform with the culture and autonomy of local teams.
  • Longterm career growth, leadership development, and crossfirm exposure.
  • A collaborative, innovative environment with meaningful impact on clients and colleagues.

Location & Work Model

Based in the San Francisco Bay Area (San Mateo, Walnut Creek, or nearby markets) with hybrid flexibility and clientfacing work as needed.

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Job Tags

Full time, Local area,

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