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Tax Director-Schlereth Tax & Accounting Group (STAG)

Salary
$185K–$240K
Hiring from
United States
Work type
Remote
Posted
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Rapidly growing CPA practice seeks full time, fully remote Tax Director to lead our tax practice.

Schlereth Tax & Accounting Group serves individuals, families, business owners, estates, trusts, and tax-exempt organizations, with a focus on New York State tax expertise. The Tax Director will be a key member of firm leadership and will own the technical quality, growth, and day-to-day operation of the tax practice. The ideal candidate will bring deep technical expertise, the ability to win and retain clients, and a track record of building and developing high-performing teams. They will be a strategic thinker who approaches each issue with an analytical mindset and leads by example. This position is fully remote.

Requirements: 10+ years public accounting experience in the area of individual and business taxation, including fiduciary (does not have to be extensive) and knowledge of New York State and local taxation.

Responsibilities include but are not limited to:
  • Lead the firm’s tax practice and serve as the senior technical authority on individual, business, and tax-exempt matters.
  • Final review and sign-off on high complexity returns (1040, 1120-S, 1120, 1065, 990/990-PF) (1041, 709, and 706 are a plus).
  • Assist managers and senior managers, per escalation process, to develop and deliver proactive tax planning strategies focused on clients’ tax savings and long-term opportunities.
  • Business development – assist managers and senior managers to expand services to existing clients, and represent the firm in the community.
  • Assist managers and senior managers, per escalation process, with complex federal and New York State and local tax issues and author technical memos and resolutions.
  • Manage workflow, deadlines, and staffing across the practice, including tax season capacity planning.
  • Supervise, mentor, and develop managers and staff of 8-11 people; conduct performance reviews and support hiring.
  • Establish and maintain quality control procedures, review standards, and practice policies.
  • Help steward and develop company culture based on vision, mission and purpose and company values.
  • Partner with firm leadership on practice growth, pricing, technology, and AI adoption.
  • Client communications and coordination with outside advisors.

Position requirements:
  • Bachelor of Accounting required.
  • CPA license required (EA considered for exceptional candidates).
  • Master’s in taxation is a plus.
  • 5+ years in a manager or senior manager role with responsibility for engagements, clients, and staff.
  • Proven track record of client development and relationship management.
  • Technical knowledge of New York State and local taxation.
  • Strong leadership, communication, and decision-making skills.
  • Ability to organize, prioritize, and manage multiple workstreams simultaneously.
  • Ability to work independently and stay accountable in a remote setting, while collaborating well with the team.
  • Availability during Eastern Time business hours for client meetings and team coordination.
  • Strong technology skills (the firm relies heavily on technology because the office is paperless – Word, Excel, QuickBooks (online and desktop), Adobe pro, CFS payroll, BNA)
  • AI Fluency. Ability to deploy AI tools to accelerate tax research and analysis, while exercising the professional judgment to verify every output against primary authority, manage context drift and iterative refinement that AI-assisted work demands. Ability to lead the team’s responsible adoption of AI tools and set review standards for AI-assisted work.
  • Prior experience with ProFx or Access Tax is preferred.

Estimated Salary commensurate with experience, but range is $185,000 to $240,000

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