KDS Search
Director of Tax & Accounting
Hybrid – Methuen, MA
Full-time | Bonus-Eligible |
Overview:
A progressive and tech-forward accounting firm is seeking a Director of Tax & Accounting to lead and grow our established Tax & Accounting department. We deliver a full suite of client accounting services—including CAS, payroll, tax preparation, and advisory—serving business owners and high-net-worth individuals. We are deeply committed to building trusted, long-term partnerships with our clients and team members alike.
This is an excellent opportunity for a rising leader—perhaps a Senior Manager or Manager at a regional firm—seeking greater autonomy, meaningful leadership responsibilities, and a voice in firm administration. Ideal candidates may be ready for a change due to firm mergers or are looking to make a larger impact within a smaller, more agile organization. Who We Are: We pride ourselves on a team-oriented, collaborative culture that prioritizes growth, innovation, and integrity. Our firm continuously embraces new technology to improve our processes. We leverage platforms like TaxCaddy for client data collection and e-signatures, and SurePrep for OCR-driven data entry into UltraTax. Our tax department processes ~350 returns annually (150 business / 200 personal), with work starting early in the season due to internally prepared financials. What You'll Do: Leadership & Oversight Oversee the Tax & Accounting department, setting clear goals and KPIs Manage team capacity and ensure timely, accurate workflow execution Review and sign final tax returns Lead team training, mentoring, and development Identify and implement process improvements for greater efficiency and quality
Client-Facing Responsibilities
Maintain and grow client relationships with high standards of communication and service Advise clients on complex tax matters and planning opportunities Serve as a trusted advisor, identifying additional service opportunities (bookkeeping, payroll, tax planning, etc.) Communicate with taxing agencies on behalf of clients Handle sensitive client concerns or quality issues with professionalism and care
Strategic Growth & Innovation
Collaborate with leadership on firm growth strategies Identify opportunities to enhance client experience through better communication or new technology Monitor evolving tax laws and regulations to ensure compliance and implement best practices (e.g., PTE Tax, ERC, new credits) Explore and recommend new service lines aligned with client needs
You’re a Great Fit If You:
Thrive in a team-oriented, respectful environment Take ownership of your work and hold yourself accountable Enjoy mentoring and developing others Are adaptable and motivated by continuous improvement Have an entrepreneurial mindset and want to help others achieve their business goals
Requirements:
Bachelor’s degree in Accounting from an accredited institution CPA certification preferred; EA accepted 5–10 years of relevant experience, ideally in a public accounting firm Experience with flow-through entities and multi-state tax returns Proven leadership experience managing both clients and team members Familiarity with UltraTax and QuickBooks preferred
Compensation & Benefits:
Salary: $130,000 – $150,000/year Bonus eligibility 401(k) with matching Paid time off and sick time Health, dental, and vision insurance Flexible schedule and hybrid work environment Continuing education credits & advancement opportunities Flexible spending account and retirement plan Paid family and bereavement leave Location: This is a hybrid position based in Methuen, MA.
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This is an excellent opportunity for a rising leader—perhaps a Senior Manager or Manager at a regional firm—seeking greater autonomy, meaningful leadership responsibilities, and a voice in firm administration. Ideal candidates may be ready for a change due to firm mergers or are looking to make a larger impact within a smaller, more agile organization. Who We Are: We pride ourselves on a team-oriented, collaborative culture that prioritizes growth, innovation, and integrity. Our firm continuously embraces new technology to improve our processes. We leverage platforms like TaxCaddy for client data collection and e-signatures, and SurePrep for OCR-driven data entry into UltraTax. Our tax department processes ~350 returns annually (150 business / 200 personal), with work starting early in the season due to internally prepared financials. What You'll Do: Leadership & Oversight Oversee the Tax & Accounting department, setting clear goals and KPIs Manage team capacity and ensure timely, accurate workflow execution Review and sign final tax returns Lead team training, mentoring, and development Identify and implement process improvements for greater efficiency and quality
Client-Facing Responsibilities
Maintain and grow client relationships with high standards of communication and service Advise clients on complex tax matters and planning opportunities Serve as a trusted advisor, identifying additional service opportunities (bookkeeping, payroll, tax planning, etc.) Communicate with taxing agencies on behalf of clients Handle sensitive client concerns or quality issues with professionalism and care
Strategic Growth & Innovation
Collaborate with leadership on firm growth strategies Identify opportunities to enhance client experience through better communication or new technology Monitor evolving tax laws and regulations to ensure compliance and implement best practices (e.g., PTE Tax, ERC, new credits) Explore and recommend new service lines aligned with client needs
You’re a Great Fit If You:
Thrive in a team-oriented, respectful environment Take ownership of your work and hold yourself accountable Enjoy mentoring and developing others Are adaptable and motivated by continuous improvement Have an entrepreneurial mindset and want to help others achieve their business goals
Requirements:
Bachelor’s degree in Accounting from an accredited institution CPA certification preferred; EA accepted 5–10 years of relevant experience, ideally in a public accounting firm Experience with flow-through entities and multi-state tax returns Proven leadership experience managing both clients and team members Familiarity with UltraTax and QuickBooks preferred
Compensation & Benefits:
Salary: $130,000 – $150,000/year Bonus eligibility 401(k) with matching Paid time off and sick time Health, dental, and vision insurance Flexible schedule and hybrid work environment Continuing education credits & advancement opportunities Flexible spending account and retirement plan Paid family and bereavement leave Location: This is a hybrid position based in Methuen, MA.
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