Opportunity Overview - Tax Engagement Director
Tax Engagement Directors do not operate in silos. You are supported by:
- A dedicated back-office team handling preparation and technical execution
- Practice area leadership and structured review processes
- Clear systems, standards, and defined scopes
This structure allows our Tax Engagement Directors to focus on where they add the most value: clients, planning, leadership, and opportunity identification -- not grinding through technical work.
The Tax Engagement Director Opportunity
The Tax Engagement Director role is a leadership position and a natural progression for experienced tax professionals who want greater client ownership, influence, and impact.
This role is not about preparing returns. It is about:
- Leading client relationships
- Managing engagement scope and expectations
- Driving planning conversations
- Reviewing and guiding work prepared by a dedicated back office
- Identifying additional advisory opportunities
Tax Engagement Directors operate as the quarterback for their clients -- supported by strong internal systems and technical teams.
Key Responsibilities
- Serve as the primary point of contact for assigned clients
- Lead annual and ongoing tax planning and advisory conversations
- Manage engagement scope, deliverables, and client expectationsReview work prepared by internal teams for accuracy and alignment
- Coach and develop team members through review and training
- Identify opportunities for expanded tax, financial, and valuation services
What Makes This Role Different
Success is measured by client outcomes, relationship depth, and long-term value -- not hours billed or returns processed.
- Emphasis on relationship management and strategy, not volume compliance
- Dedicated back office handling preparation and execution
- Fixed-fee, results-based advisory model
- Clear expectations, systems, and leadership support
- Opportunity to build long-term client relationships and advisory depth
Experience & Credentials
This is not a traditional role, and as such, we are looking at candidates who might come with a Senior Tax, Tax Supervisor, Tax Manager, or Fractional CFO background. Additionally:
- 5+ years of experience in tax or related advisory roles
- Active credential required: Certified Public Accountant (CPA), or
- Enrolled Agent (EA), or
- Certified Valuation Analyst (CVA)
- Strong client-facing communication skills
- Desire to lead, review, and plan -- not just execute
Location & Flexibility
- Targeting candidates located in New England
- Flexible office schedule and geographic flexibility for the right candidate
Compensation, Growth & Long-Term Opportunity
Base Salary + Retention Bonus
- 50% paid after successful completion of the 90-day probationary period
- 50% paid at the one-year anniversary
Incentive & Profit Sharing (Beginning After Year 1)
- Eligibility for the firm's incentive and profit-sharing program
- Additional compensation potential estimated at $25,000 - $50,000+ annually, based on performance, client relationships, and firm growth
Professional Development & Credential Growth
- Additional compensation opportunities tied to continued professional development, advanced credentials, and expanded areas of expertise
- Ongoing investment in leadership development and advisory skill building
Career Progression & Partnership Opportunity
- Engagement Directors are viewed as long-term leaders within the firm
- As the firm continues to grow, Engagement Directors play a central role in shaping client relationships, developing future leaders, and expanding the firm's advisory platform
- For high-performing Engagement Directors who demonstrate leadership, relationship ownership, and sustained impact, a path to senior leadership and potential partnership is available
Who Thrives Here
This role is not a fit for professionals who prefer purely technical work or limited client interaction.
This role is ideal for professionals who:
- Enjoy building deep, trusted client relationships
- Think strategically and proactively
- Want ownership and leadership responsibility
- Are ready to move beyond traditional tax manager roles