Tax Director - Partner Track Opportunity

About the FirmAccudata & Co is a fast-growing, multi-state tax and advisory firm serving high-net-worth individuals, closely held businesses, and family offices across California and Hawaii. As we continue to expand, we are seeking a Tax Director who is ready to step into a visible leadership role — one that combines deep technical expertise with a genuine passion for growing a practice, building client relationships, and showing up in the community.

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What Makes This Opportunity DifferentDirect Partner Track within 3–5 years for the right candidateOpportunity to build and lead a practice area — and put your name on itWork directly with high-net-worth clients, business owners, and family officesA platform for thought leadership: speaking engagements, professional associations, and community visibilityLess bureaucracy and more autonomy than a traditional Big Four or national firmEntrepreneurial culture with strong peer collaboration and leadership influence
The RoleAs Tax Director, you will serve as a senior technical leader and firm ambassador. Your days will be split between advising complex clients, developing new relationships, and mentoring the next generation of tax professionals. You will report directly to firm Partners and play a meaningful role in strategic direction.
Key ResponsibilitiesTechnical LeadershipProvide advanced tax planning and advisory services to high-net-worth individuals, closely held businesses, and family officesReview complex returns across individual, corporate, partnership, fiduciary, and multi-state engagementsGuide clients through sophisticated tax strategies including entity structuring, estate and gift planning, and transaction advisoryBusiness Development & Community EngagementDevelop and maintain referral relationships with attorneys, wealth managers, financial advisors, and family office professionalsClient Relationship ManagementServe as primary trusted advisor to key client relationshipsCollaborate cross-functionally with attorneys, financial advisors, and family office teamsDeliver proactive, high-touch client service with a focus on long-term relationshipsLeadership & People DevelopmentLead, mentor, and develop tax managers, seniors, and staffProvide technical training, guidance, and quality oversight across engagementsContribute to a culture of excellence, accountability, and professional growthStrategic ContributionPartner with firm leadership on growth strategy and practice developmentHelp shape the firm's tax advisory platform and service offeringsParticipate in partnership-level conversations as you build toward the Partner trackYou Are a Great Fit If...You are a technically excellent CPA who also loves being in the room — with clients, at events, and in the communityYou have a track record of building trusted advisor relationships, not just managing engagementsYou are energized by the idea of growing a practice and becoming a recognized leader in your marketYou want the autonomy and upside of an entrepreneurial environment without starting from scratchYou are a natural communicator and presenter who is comfortable on stage or in a boardroomQualificationsActive CPA license required10+ years of public accounting experience, with significant time in tax advisoryDirector or Senior Manager experience preferredStrong technical background in tax planning for high-net-worth individuals and closely held businessesDemonstrated business development activity or strong interest in expanding in this areaExperience with multi-state, fiduciary, partnership, and/or estate and gift taxation a plusBachelor's degree in Accounting or Finance required; Master's in Taxation a plusCompensation & BenefitsBase salary: $250,000+, commensurate with experience (posted in compliance with California SB 1162)Performance-based incentive compensationPartnership track within 3–5 yearsComprehensive medical, dental, and vision benefitsRetirement plan with employer contributionPaid time off, paid holidays, and California Paid Sick LeaveFlexible and hybrid work arrangements
Equal Opportunity EmployerAccudata & Co. is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity or expression, military or veteran status, or any other characteristic protected under applicable federal, state, or local law, including the California Fair Employment and Housing Act (FEHA). Applicants with disabilities may request reasonable accommodations in accordance with California law.This position is not eligible for sponsorship and we do not sponsor applicants for work visas. xzbcwsv The salary range listed reflects the genuine, good-faith compensation range for this role in compliance with California's pay transparency requirements (SB 1162). Final compensation will be determined based on experience, qualifications, and geographic location.