Cambridge Investment Research, Inc.
Overview
About Bridgeport: We believe tax services are rooted in trust, relationships, and clear communication. We create a welcoming, judgment-free environment where clients feel supported and informed. Our tax preparers prioritize education, accuracy, and personalized service—taking the time to explain recommendations and offer thoughtful alternatives. We are committed to being responsive and reliable through life’s most exciting and challenging moments. In partnership with BridgePort Financial Solutions, an SEC Registered Investment Advisor,we also provide integrated financial guidance to help clients optimize every aspect of their financial life. About the role: We are seeking a proactive and detail-oriented
Director of Tax
to join our relationship-focused firm and play a key role in delivering exceptional service to our clients, small businesses, and trust and estate clients. In this hands-on leadership role, you will act as a player-coach, managing the tax team while actively contributing to tax planning, review, and compliance. You will work closely with a diverse client base—including individuals, trusts, S-corporations, partnerships, and small-to-mid-sized C-corporations—providing personalized guidance and strategic insight. You’ll also collaborate with senior financial professionals to
educate, support, and grow the firm’s tax business , helping identify opportunities and enhance the value we provide to clients through integrated planning and long-term partnership. This role offers a unique opportunity for someone with public accounting experience who values long-term client relationships and is passionate about education and collaboration. If you're excited about the opportunity to make an impact and grow with a collaborative, client-focused team, we encourage you to apply—we’d love to connect with you.
Essential Duties
In this role you will: Build relationships and lead client engagements, addressing tax implications of complex transactions, identifying opportunities for savings, identifying and mitigate tax risks Analyze and prepare complex tax returns for a variety of client types and handle all information data requests Provide innovative tax planning and review complex income tax returns for individuals, businesses, and trusts Manage the complete accounting and tax cycle for multiple high net worth clients across various industries Deliver a full range of tax services in compliance with laws and regulations within timeframe Represent clients during IRS and state tax audits, offering comprehensive support and resolution strategies. Developing tax strategies to minimize liabilities and ensure compliance Conducting research on tax laws and staying updated on changes Coordinate accounting staff and assess their performance Providing guidance to junior tax staff and assisting in their professional development Oversee the implementation of tax policies and internal procedures to ensure operational efficiency and consistency.
Education & Experience
The ideal candidate will possess an advanced level of experience with tax management, planning, compliance, laws - ideally with a proven track record in a leadership or supervisory role.
Certificates & Licenses
Certified Public Accountant ( CPA ) or Enrolled Agent ( EA ) preferred
Preferred Skills
Public Accounting experience Preparer Tax Identification Number (PTIN) Experience with trusts and estates is strongly preferred Excellent knowledge oftax accounting, tax compliance and all types of tax returns Knowledge of QuickBooks, Lacerte, TPS, Adobe and MS Office Compensation: $115,000-$160,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range. #LI-MM2 #HYBRID
#J-18808-Ljbffr
About Bridgeport: We believe tax services are rooted in trust, relationships, and clear communication. We create a welcoming, judgment-free environment where clients feel supported and informed. Our tax preparers prioritize education, accuracy, and personalized service—taking the time to explain recommendations and offer thoughtful alternatives. We are committed to being responsive and reliable through life’s most exciting and challenging moments. In partnership with BridgePort Financial Solutions, an SEC Registered Investment Advisor,we also provide integrated financial guidance to help clients optimize every aspect of their financial life. About the role: We are seeking a proactive and detail-oriented
Director of Tax
to join our relationship-focused firm and play a key role in delivering exceptional service to our clients, small businesses, and trust and estate clients. In this hands-on leadership role, you will act as a player-coach, managing the tax team while actively contributing to tax planning, review, and compliance. You will work closely with a diverse client base—including individuals, trusts, S-corporations, partnerships, and small-to-mid-sized C-corporations—providing personalized guidance and strategic insight. You’ll also collaborate with senior financial professionals to
educate, support, and grow the firm’s tax business , helping identify opportunities and enhance the value we provide to clients through integrated planning and long-term partnership. This role offers a unique opportunity for someone with public accounting experience who values long-term client relationships and is passionate about education and collaboration. If you're excited about the opportunity to make an impact and grow with a collaborative, client-focused team, we encourage you to apply—we’d love to connect with you.
Essential Duties
In this role you will: Build relationships and lead client engagements, addressing tax implications of complex transactions, identifying opportunities for savings, identifying and mitigate tax risks Analyze and prepare complex tax returns for a variety of client types and handle all information data requests Provide innovative tax planning and review complex income tax returns for individuals, businesses, and trusts Manage the complete accounting and tax cycle for multiple high net worth clients across various industries Deliver a full range of tax services in compliance with laws and regulations within timeframe Represent clients during IRS and state tax audits, offering comprehensive support and resolution strategies. Developing tax strategies to minimize liabilities and ensure compliance Conducting research on tax laws and staying updated on changes Coordinate accounting staff and assess their performance Providing guidance to junior tax staff and assisting in their professional development Oversee the implementation of tax policies and internal procedures to ensure operational efficiency and consistency.
Education & Experience
The ideal candidate will possess an advanced level of experience with tax management, planning, compliance, laws - ideally with a proven track record in a leadership or supervisory role.
Certificates & Licenses
Certified Public Accountant ( CPA ) or Enrolled Agent ( EA ) preferred
Preferred Skills
Public Accounting experience Preparer Tax Identification Number (PTIN) Experience with trusts and estates is strongly preferred Excellent knowledge oftax accounting, tax compliance and all types of tax returns Knowledge of QuickBooks, Lacerte, TPS, Adobe and MS Office Compensation: $115,000-$160,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range. #LI-MM2 #HYBRID
#J-18808-Ljbffr