Director, Tax – Small Business & Accounting
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Job Description
Director level professional managing small business tax services at AAFCPAs. Leading client relations and overseeing tax return review and approvals in public accounting.
Responsibilities:
- Serve as the primary advisor for a portfolio of small business clients across a variety of industries.
- Build and sustain strong, long-term client relationships and act as a trusted resource for business owners.
- Provide proactive guidance on accounting, tax planning, cash flow, and operational considerations.
- Review and approve federal, state, and local tax returns for individuals and small businesses, including (but not limited to) Forms 1040, 1065, 1120S, and 1120.
- Sign tax returns in accordance with firm policy and professional standards.
- Lead, mentor, and develop managers, senior accountants, and staff within the small business practice.
- Assist Partners in managing workflow, capacity planning, and engagement economics.
Requirements:
- CPA license in good standing preferred.
- Minimum of 10–15 years of progressive experience in public accounting, with a strong focus on small business clients.
- Extensive experience reviewing and signing tax returns.
- Deep technical knowledge of small business tax and accounting matters.
- Proven ability to manage client relationships and lead engagement teams.
- Strong understanding of accounting systems and cloud-based platforms.
- Experience with ProFx a plus
Benefits:
- Competitive Salary and Bonus Plan
- Flexible, Work from Anywhere Policy (Westborough, Boston, hybrid, or remote)
- Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage)
- Generous and flexible PTO
- On-staff Leadership and Professional Development Coaching and Training
- Complimentary Consultations with AAF Wealth Management Wealth Advisors
- Abundant Learning and Development (CPE) Catalog and Resources
- Firm-sponsored Memberships (AICPA and State CPA Society)
- Zip2CPA and Tailored MBA Programs
- Peer-driven and Partner-nominated Awards
- Team Member Referral Incentives
- Full access to AAFCPAs’ Automation Center of Excellence to streamline manual processes
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