Tax Director CPA

The Tax Director will establish, lead, and grow 8 Figure Finance's tax practice. 8FF is an outsourced accounting firm serving 80+ clients across bookkeeping, accrual accounting, AR/AP management, and CFO advisory services.
The mandate of this role is to build a tax practice within 8FF. The firm's existing client base is the practice's starting book, and the practice is expected to grow beyond it through new tax engagements and tax-only clients. The Tax Director serves as the firm's senior tax advisor, delivering integrated tax planning and compliance alongside 8FF's accounting engagements, and leads the practice with a focus on technical excellence, operational discipline, and long-term client relationships.
This position begins as an individual contributor role. The Tax Director will personally own delivery as the practice launches, then hire, build, and lead a tax team as client demand and capacity require. Growth of the practice is directly tied to growth of the team, and the Tax Director will define that plan and execute it.
Why This Role
Build a practice, don't inherit one. You define the service offering, pricing, technology stack, and team from day one.
A starting book on day one. 80+ existing accounting clients provide an immediate foundation, and tax work starts from books 8FF already maintains.
A seat at the leadership table. You join the 8FF leadership team and partner directly with firm leadership on strategy and growth.
A systems-driven firm. Documented processes and a modern stack, so you spend your time on clients and the practice, not on reinventing operations.
Essential Functions & Key ResponsibilitiesClient Service & Tax Advisory
Serve as senior tax advisor to clients and their owners
Deliver proactive tax planning, including entity structuring, reasonable compensation, §199A optimization, multi-state exposure, state pass-through entity elections, and retirement plan design
Lead complex advisory engagements, including direct client service delivery where appropriate
Coordinate with the Engagement Lead and Project Leads to identify planning opportunities arising from client financial reporting
Own end-to-end service delivery, ensuring accuracy, timeliness, and client experience
Tax Compliance & Quality Control
Define the firm's tax service offering, engagement scope, and pricing structure
Perform final review and assume signing responsibility on federal and state returns for pass-through entities, corporations, and individuals
Represent clients on IRS and state notices, examinations, and correspondence
Establish and maintain review standards, workpaper documentation, and quality control procedures consistent with firm policy
Select and implement the tax technology stack, including preparation software, workflow, and client document collection
Manage the compliance calendar, extensions, and seasonal capacity planning
Ensure compliance with Circular 230, state board of accountancy requirements, and firm risk management standards
Team Building & Development
Determine when practice volume supports additional capacity, and define the staffing plan
Recruit, onboard, and develop preparers and reviewers, including outsourced or offshore resources
Provide technical mentorship and coaching; develop future reviewers and leaders
Document processes, procedures, and standard operating procedures as the practice is built
Establish clear expectations and foster a culture of collaboration and accountability
Practice Development & Growth
Expand tax scope within existing client relationships
Develop new tax engagements, including tax-only clients outside the current client base
Support firm business development and go-to-market initiatives
Partner with firm leadership to position the practice for scalability
Economics & Performance
Own tax practice performance, including realization, utilization, pricing, and profitability
Collaborate with firm leadership on forecasting, capacity planning, and resource alignment
Identify opportunities to improve efficiency and expand client value
Firm Leadership
Serve as a member of the 8FF leadership team
Contribute to firm-wide standards, policies, and operating discipline
Leverage technology and process to enhance service delivery and efficiency
Required Qualifications
Active CPA license in good standing
8+ years of progressive tax experience in public accounting, including at least two years at the Manager level or above
Deep technical expertise in pass-through taxation (S corporations, partnerships, partner and shareholder basis, capital accounts, and related individual returns) and venture-backed startups (C corporation compliance, QSBS, R&D credits, and equity compensation)
Multi-state tax experience, including nexus analysis and state pass-through entity elections
Demonstrated ability to lead teams, manage processes, review the work of others, and develop talent
Experience serving as the senior tax resource in a lean environment, or demonstrated readiness to do so
Strong communication and relationship-building skills, with the ability to advise business owners and senior executives
Ability to work within a documented, systems-driven environment
Resilience to operate in a dynamic, growing practice with evolving processes
Preferred Qualifications
Master's degree in Taxation or related field
Experience with trusts and estates, international reporting, or federal credits and incentives
Experience launching or rebuilding a tax service line
Experience with major tax platforms (e.g., CCH Axcess, UltraTax, Lacerte) and with evaluating or implementing tax technology
Experience managing outsourced or offshore preparation teams
8 Figure Finance is an equal opportunity employer. This position is full-time, exempt, and at-will.

Work arrangement
Yes