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Tax Director
Job Location:
Job Location:
El Dorado Hills, CA - USA
Yearly Salary:
USD 199000 - 260000
Yearly Salary:
Posted:
9 July 2026 (30+ days ago)
Posted:
Application Deadline:
26 October 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Benefits:
- IRA with company match
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
About BW&O CPAs
Beebout Williams & Olds CPAs is a growing tech forward and mission driven public accounting firm serving individuals and a range of businesses. We value innovation team collaboration and meaningful work.
Were obsessed with:
Delivering exceptional client service
Building a team culture of critical and analytical thinking with a growth mindset
Leveraging technology to work smarter and keep up with the rapidly changing industry
Were at an inflection point: demand and opportunity are growing faster than our current tax leadership capacity. This Tax Director role is critical for continued firm growth.
The Role
The Tax Director leads our Tax Department end-to-endpeople process quality and client experience. You will own day-to-day leadership of the tax team (managers seniors and staff) to allow Principals to focus on growth strategy and high-value client relationships. This role will be the strong management layer between firm ownership and the team with real authority and accountability for the departments people standards and results.
If you like leading and building teams standardizing processes using technology and providing technical expertise to clients and your team you will be a great fit. This is a leadership role first: we need someone who thinks several steps ahead of where the firm is today actively invests in learning and adopting new technology and AI tools and is energized by building and developing a departmentnot just working through a task list.
Key Responsibilities
Lead the Tax Department
- Provide day-to-day leadership coaching and accountability for tax managers seniors and staff
- Set clear expectations around work quality responsiveness communication and time management.
- Run regular check-ins feedback loops and performance conversations address issues early and constructively.
- Serve as the primary management layer between the firm owner and the tax teamresolving day-to-day people and workflow issues.
Own Tax Engagement Delivery
- Oversee complex tax engagements from scoping through delivery for:
- High-net-worth individuals
- S corporations and partnerships/LLC
- Closely held businesses
- Trusts and estate
- Review complex returns and planning work providing clear review notes that teach rather than just fix.
- Ensure deadlines are met and engagements are delivered with high quality and minimal surprises.
Drive Tax Planning & Technical Excellence
- Serve as a technical resource on complex issues (e.g. multi-entity structures real estate and partnership taxation retirement/DB/CB planning PTET fiduciary/estate work etc.).
- Research and document firm positions on recurring or high-risk tax issues; create internal guidance and templates.
- Monitor relevant federal and state tax law changes and translate them into:
- Internal education for the team
- Proactive planning ideas for clients
Elevate Client Experience & Business Development
- Identify tax planning and advisory opportunities and collaborate with the principals to present and implement them.
- Participate in selected prospect meetings planning sessions and relationship-building activities.
- Help refine and standardize the client onboarding and tax engagement experience.
Improve Process Systems and Use of Technology
- Work with firm leadership to refine and enforce tax workflows and standards
- Help the team use technology efficiently to drive consistency and productivity.
- Identify bottlenecks propose solutions and lead change in a way that brings people along not just mandates it.
- Champion the adoption of AI and automation tools to increase capacity and quality
- Invest in your own ongoing technology education so youre bringing new ideas to the team not just keeping pace with them.
Be a Culture Carrier
- Model BW&Os expectations around professionalism critical thinking communication and exceptional client service
- Address performance issues that do not align with our values
- Help build a culture where people are supported and held accountable.
What Success Looks Like in 1218 Months
- The tax team feels supported challenged and clear on expectations.
- Fewer fire drills are landing on the owners desks
- Tax deliverables are being completed in advanced of key tax deadlines to help reduce the need for overtime hours and weekend word days during peak seasons.
- Managers and seniors are growing in responsibility and capability; not every complex issue is escalated to the owners by default.
- Key clients feel a strong relationship with you as well as the founding principalsand see the firm as proactive organized thoughtful and focused on strategy and advisory.
- You have a meaningful voice at the leadership table and are contributing to firm-wide planning and process improvements.
Qualifications
Required
CPA license required and in good standing.
12 years of recent tax experience at a CPA firm
Demonstrated experience managing a tax department or team at a CPA firm (not just supervising individual preparers)including direct responsibility for managers and seniors their development and their performance.
Experience partnering directly with firm owners or other executive-level leadershipnot just reporting up through layers of middle management.
Genuine enthusiasm for technology and process improvementsomeone who has led (not just used) new software automation or AI adoption within a tax practice.
Strong technical skills and the ability to explain complex concepts in plain language to clients and team members.
Proven ability to manage multiple engagements deadlines and priorities without missing deliverables
Comfort working in and improving cloud-based practice environments
Preferred
Experience with one or more of:
- Real estate and partnership tax structures
- High-net-worth individual and family groups
- Trusts and estates
- Nonprofit/Exempt Organizations
- Experience leveraging automation or AI tools to modernize tax workflows and reduce low-value work.
Prior experience in a small to mid-sized firm where youve helped build or reshape a department.
Traits That Matter
- You genuinely like developing people not just doing the work yourself
- You are comfortable having direct respectful conversations about performance and expectations.
- You balance big-picture thinking with attention to detail.
- You are proactive: you see a problem you bring a solution.
- You care about client experience as much as technical correctness.
- Youre excited by technology and AI as tools to elevate the practice not threats to it and you invest in your own learning to stay ahead of the curve.
- You think and act like an owner: you see around corners help shape where the firm is headed and are comfortable operating with real autonomy at the executive level.
How We Work & What We Offer
Full-Time in-office in El Dorado Hills CA
Competitive base salary $200000-$260000 plus performance-based bonus.
Future eligibility for a profit-sharing program based on firm and departmental performance.
Paid time off holidays and comprehensive benefits package including Healthcare Dental Vision and IRA with employer match.
A seat at the table with firm leadership to help build the next stage of BW&Os growth.
How to Apply
If youre a senior tax leader who wants to build something not just maintain itand youre energized by leading people elevating processes and delivering excellent client servicewed love to talk. Please send your resume and a brief note about: The size and structure of tax teams youve led and specific example of how youve improved a tax process team or client experience
to with the subject line: Tax Director Your Name.
Flexible work from home options available.
Compensation: $199000.00 - $260000.00 per year
Pioneering a New Path Forward:
Your Career in Accounting Starts Here
At Beebout Williams & Olds (BW&O CPAs) we are not just an accounting firm; we are changing the landscape of traditional accounting services. We seek to hire individuals who resonate with our core values thrive on fostering enduring relationships and are brimming with innovative ideas that challenge the status quo. Our client approach is a commitment to excellence diversity of expertise and the relentless pursuit of providing unparalleled value to our clients. Our team is a group of passionate professionals dedicated to exceeding expectations and driving growth not only for our clients but for our people too.
Here your career is more than a jobits an opportunity to shape the future of accounting in the greater Sacramento area and beyond. Join us and be part of a team where your contributions are valued and your professional growth is a shared priority
Required Experience:
Director
About Company
At Beebout, Williams, and Olds Certified Public Accountants, we offer personalized and strategic services designed to meet your unique needs, whether you're a individual, a nonprofit, or a business. Our team of CPAs and Accounting experts can identify opportunities to create tax-savi ... View more
