Tax Director - Entrepreneurial Services

A growing advisory practice is seeking a Senior Manager or Director to lead client relationships, oversee complex accounting and tax engagements, and drive business development initiatives. This role offers a unique opportunity to work closely with business owners, high-net-worth individuals, and closely held companies while building toward a defined partnership track.

ABOUT THE ROLE

A growing advisory practice is seeking a Senior Manager or Director to lead client relationships, oversee complex accounting and tax engagements, and drive business development initiatives. This role offers a unique opportunity to work closely with business owners, high-net-worth individuals, and closely held companies while building toward a defined partnership track.

The ideal candidate will bring strong technical expertise, a consultative approach to client service, and a proven ability to develop and expand business relationships.

RESPONSIBILITIES

• Serve as the primary advisor and relationship manager for high-value individual and business clients.
• Oversee complex accounting, tax, and advisory engagements across a variety of industries and client structures.
• Identify opportunities to expand services and provide strategic solutions tailored to client objectives.
• Lead engagement planning, workflow management, quality control, and risk assessment processes.
• Drive business development initiatives through networking, referrals, client expansion, and market outreach.
• Develop proposals, participate in client presentations, and support practice growth initiatives.
• Mentor, coach, and develop managers and staff while fostering a collaborative team environment.
• Provide strategic guidance on tax, accounting, and business advisory matters.
• Maintain strong relationships with internal stakeholders and external client contacts.
• Support long-term practice growth and succession initiatives through leadership and market presence.

QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, Business, or related field.
• CPA required.
• 10+ years of public accounting, tax, accounting advisory, or client services experience.
• Strong background serving business owners, entrepreneurs, closely held businesses, and high-net-worth individuals.
• Proven success developing new business and expanding client relationships.
• Experience leading client engagements and managing teams.
• Strong technical expertise across tax, accounting, and advisory services.
• Excellent communication, relationship management, and presentation skills.
• Demonstrated leadership abilities with a track record of mentoring and developing professionals.
• Spanish language skills are a plus.
• Ability to work from the Miami or Boca Raton market and participate in business development activities locally.