Tax Director

Benefits

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off

Training & development

Vision insurance

Tax Director - Partner Track Opportunity

ACCUDATA & CO. San Diego, California, United States (Hybrid)

About the Firm

Accudata & 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 beyond. 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.

What Makes This Opportunity Different

Direct Partner Track within 3–5 years for the right candidate

Opportunity to build and lead a practice area — and put your name on it

Work directly with high-net-worth clients, business owners, and family offices

A platform for thought leadership: speaking engagements, professional associations, and community visibility

Less bureaucracy and more autonomy than a traditional Big Four or national firm

Entrepreneurial culture with strong peer collaboration and leadership influence

The Role

As 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 Responsibilities

Technical Leadership

Provide advanced tax planning and advisory services to high-net-worth individuals, closely held businesses, and family offices

Review complex returns across individual, corporate, partnership, fiduciary, and multi-state engagements

Guide clients through sophisticated tax strategies including entity structuring, estate and gift planning, and transaction advisory

Business Development & Community Engagement

Develop and maintain referral relationships with attorneys, wealth managers, financial advisors, and family office professionals

Client Relationship Management

Serve as primary trusted advisor to key client relationships

Collaborate cross-functionally with attorneys, financial advisors, and family office teams

Deliver proactive, high-touch client service with a focus on long-term relationships

Leadership & People Development

Lead, mentor, and develop tax managers, seniors, and staff

Provide technical training, guidance, and quality oversight across engagements

Contribute to a culture of excellence, accountability, and professional growth

Strategic Contribution

Partner with firm leadership on growth strategy and practice development

Help shape the firm's tax advisory platform and service offerings

Participate in partnership-level conversations as you build toward the Partner track

You 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 community

You have a track record of building trusted advisor relationships, not just managing engagements

You are energized by the idea of growing a practice and becoming a recognized leader in your market

You want the autonomy and upside of an entrepreneurial environment without starting from scratch

You are a natural communicator and presenter who is comfortable on stage or in a boardroom

Qualifications

Active CPA license required

10+ years of public accounting experience, with significant time in tax advisory

Director or Senior Manager experience preferred

Strong technical background in tax planning for high-net-worth individuals and closely held businesses

Demonstrated business development activity or strong interest in expanding in this area

Experience with multi-state, fiduciary, partnership, and/or estate and gift taxation a plus

Bachelor's degree in Accounting or Finance required; Master's in Taxation a plus

Compensation & Benefits

Base salary: $250,000+, commensurate with experience (posted in compliance with California SB 1162)

Performance-based incentive compensation

Partnership track within 3–5 years

Comprehensive medical, dental, and vision benefits

Retirement plan with employer contribution

Paid time off, paid holidays, and California Paid Sick Leave

Flexible and hybrid work arrangements

Equal Opportunity Employer

Accudata & 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.

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.