Squarely LLC
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Base pay range
$225,000.00/yr - $300,000.00/yr Direct message the job poster from Squarely LLC ```html About the Company Our client is a nationally recognized private wealth management firm with a multi-office footprint and a strong, people-first culture. The organization serves high-net-worth clients through an integrated platform that includes comprehensive tax, risk, and family office capabilities. Since its founding, the firm has sustained robust, double-digit growth and continues to invest heavily in professionalized operations and a best-in-class client experience. About the Role Our client is hiring a Director to lead a 10-person Tax Department. This role combines executive leadership with a focused book of client work—no business development or client acquisition is required. The Director will set strategy and standards, elevate execution quality, and guide the team through its next phase of maturity while partnering closely with the firm’s other Tax Director. Responsibilities Department Leadership and Quality:
Own day-to-day departmental execution and quality control across client work and internal stakeholders. Complex Compliance:
Review and prepare sophisticated individual and multi-state returns, plus entity filings for S corporations, partnerships, trusts, and exempt organizations. Policy and Process:
Define and maintain policies, procedures, and workflow standards; drive accountability and continuous improvement across the function. Team Development:
Coach, mentor, and direct staff—set goals, manage workload and timelines, and provide clear feedback and supervision. Collaboration and Culture:
Lead regular team meetings and promote cross-office collaboration, communication, and culture. Technical Stewardship:
Identify, research, and resolve tax issues; serve as an escalation point for complex matters. Financial Oversight:
Oversee pricing and fee proposals, track departmental revenue/realization, and partner with the Finance team on budgeting and reporting. Cross-Functional Partnership:
Coordinate priorities with the Tax Director based in Southern California and delegate projects to meet deadlines. Qualifications Experience:
10+ years of progressive tax leadership within public accounting or an RIA, operating at Senior Manager or Director level. Credentials:
Active CPA or JD required. Education:
Bachelor’s degree in finance, economics, mathematics, accounting, or a related field. Required Skills Technical Breadth:
Deep expertise in individual taxation plus strong working knowledge of S corporations, partnerships, trusts, and not-for-profit entities. Leadership Skills:
Proven ability to organize, prioritize, and lead a department; meticulous attention to detail and time management. Tools:
Proficiency with MS Office (Word, Excel, PowerPoint). Experience with CCH Axcess and CCH Workflow. Preferred Skills Experience working for an RIA doing tax work for the HNW and UHNW client segment. Pay range and compensation package Full-time, in-office role in one of the listed locations. No business development or client acquisition responsibilities. Equal Opportunity Statement Our client is committed to diversity and inclusivity in the workplace. ``` Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Strategy/Planning Industries Financial Services and Accounting Referrals increase your chances of interviewing at Squarely LLC by 2x Sign in to set job alerts for “Tax Director” roles.
Addison, TX $185,000.00-$200,000.00 1 week ago Dallas, TX $100,000.00-$115,000.00 1 day ago Dallas, TX $180,000.00-$225,000.00 2 weeks ago Director, Corporate Accounting and Financial Reporting
Addison, TX $92,000.00-$115,000.00 4 weeks ago Plano, TX $185,000.00-$225,000.00 4 days ago Dallas, TX $80,000.00-$90,000.00 5 days ago Dallas, TX $129,622.00-$197,689.00 2 weeks ago Director of Accounting (Local Solutions)
Dallas-Fort Worth Metroplex $160,000.00-$175,000.00 1 month ago Dallas, TX $75,000.00-$85,000.00 16 hours ago Dallas, TX $127,200.00-$142,800.00 1 month ago Irving, TX $144,960.00-$217,320.00 5 days ago Senior Director, Financial Reporting & Technical Accounting
Irving, TX $90,600.00-$151,000.00 2 weeks ago Addison, TX $115,000.00-$145,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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$225,000.00/yr - $300,000.00/yr Direct message the job poster from Squarely LLC ```html About the Company Our client is a nationally recognized private wealth management firm with a multi-office footprint and a strong, people-first culture. The organization serves high-net-worth clients through an integrated platform that includes comprehensive tax, risk, and family office capabilities. Since its founding, the firm has sustained robust, double-digit growth and continues to invest heavily in professionalized operations and a best-in-class client experience. About the Role Our client is hiring a Director to lead a 10-person Tax Department. This role combines executive leadership with a focused book of client work—no business development or client acquisition is required. The Director will set strategy and standards, elevate execution quality, and guide the team through its next phase of maturity while partnering closely with the firm’s other Tax Director. Responsibilities Department Leadership and Quality:
Own day-to-day departmental execution and quality control across client work and internal stakeholders. Complex Compliance:
Review and prepare sophisticated individual and multi-state returns, plus entity filings for S corporations, partnerships, trusts, and exempt organizations. Policy and Process:
Define and maintain policies, procedures, and workflow standards; drive accountability and continuous improvement across the function. Team Development:
Coach, mentor, and direct staff—set goals, manage workload and timelines, and provide clear feedback and supervision. Collaboration and Culture:
Lead regular team meetings and promote cross-office collaboration, communication, and culture. Technical Stewardship:
Identify, research, and resolve tax issues; serve as an escalation point for complex matters. Financial Oversight:
Oversee pricing and fee proposals, track departmental revenue/realization, and partner with the Finance team on budgeting and reporting. Cross-Functional Partnership:
Coordinate priorities with the Tax Director based in Southern California and delegate projects to meet deadlines. Qualifications Experience:
10+ years of progressive tax leadership within public accounting or an RIA, operating at Senior Manager or Director level. Credentials:
Active CPA or JD required. Education:
Bachelor’s degree in finance, economics, mathematics, accounting, or a related field. Required Skills Technical Breadth:
Deep expertise in individual taxation plus strong working knowledge of S corporations, partnerships, trusts, and not-for-profit entities. Leadership Skills:
Proven ability to organize, prioritize, and lead a department; meticulous attention to detail and time management. Tools:
Proficiency with MS Office (Word, Excel, PowerPoint). Experience with CCH Axcess and CCH Workflow. Preferred Skills Experience working for an RIA doing tax work for the HNW and UHNW client segment. Pay range and compensation package Full-time, in-office role in one of the listed locations. No business development or client acquisition responsibilities. Equal Opportunity Statement Our client is committed to diversity and inclusivity in the workplace. ``` Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Strategy/Planning Industries Financial Services and Accounting Referrals increase your chances of interviewing at Squarely LLC by 2x Sign in to set job alerts for “Tax Director” roles.
Addison, TX $185,000.00-$200,000.00 1 week ago Dallas, TX $100,000.00-$115,000.00 1 day ago Dallas, TX $180,000.00-$225,000.00 2 weeks ago Director, Corporate Accounting and Financial Reporting
Addison, TX $92,000.00-$115,000.00 4 weeks ago Plano, TX $185,000.00-$225,000.00 4 days ago Dallas, TX $80,000.00-$90,000.00 5 days ago Dallas, TX $129,622.00-$197,689.00 2 weeks ago Director of Accounting (Local Solutions)
Dallas-Fort Worth Metroplex $160,000.00-$175,000.00 1 month ago Dallas, TX $75,000.00-$85,000.00 16 hours ago Dallas, TX $127,200.00-$142,800.00 1 month ago Irving, TX $144,960.00-$217,320.00 5 days ago Senior Director, Financial Reporting & Technical Accounting
Irving, TX $90,600.00-$151,000.00 2 weeks ago Addison, TX $115,000.00-$145,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr