Pelletier & Leo, LLP
Tax Director – Pelletier & Leo, LLP – Irvine, CA (Hybrid)
We’re a progressive accounting and advisory practice led by former Big 4 professionals who wanted to rethink what a firm could be. We left behind outdated hierarchies and private equity pressures to build something better – a firm that prioritizes people, quality, and balance. Now, we’re looking for an experienced
Tax Director
ready to modernize operations, mentor a talented team, and help drive our next stage of growth.
Base pay range:
$160,000 – $220,000
per year (based on skills and experience).
What Makes This Opportunity Unique
Lead an Office, Shape a Vision – Take the reins of our Irvine location, guiding a skilled team, improving client service, and upgrading processes with full operational, technology, and business support from the home office.
A Real Path to Partnership – Our growth strategy depends on strong leadership. That means advancement here isn’t theoretical – it’s essential. As we expand, you’ll have a defined path toward equity and long‑term ownership.
High‑Caliber, Engaged Clients – Work directly with high‑net‑worth individuals, families, and closely held entities that value proactive, strategic guidance. Expect deep, ongoing client relationships where your advice truly moves the needle.
Hybrid Schedule, Healthy Boundaries – Split your time between our Irvine office and home. Even during busy season, we limit workloads to maintain sustainability and quality – not 80‑hour weeks.
A Culture Built to Last – We reject the "burn and churn" mentality of traditional firms. Our philosophy is simple: invest in great people, help them grow, and create careers that endure.
Your Impact
Oversee the day‑to‑day operations of the Irvine office and serve as the key point of contact for both clients and team members.
Manage, mentor, and develop a high‑performing tax team.
Review and advise on a range of complex individual, partnership, corporate, and trust returns.
Provide full‑scope advisory services for high‑net‑worth clients, including wealth preservation and estate planning.
Collaborate with internal legal, accounting, and family office professionals to deliver holistic client solutions.
Contribute to firm strategy, leadership development, and future expansion initiatives.
What You Bring
CPA license required.
5+ years at a national firm or 7‑10 years in a reputable local/regional firm.
Strong technical expertise with complex returns and multi‑entity structures.
Proficiency with Lacerte, CCH Suite, or similar tax software (adaptable to new systems).
Demonstrated leadership in mentoring, communication, and client service.
Entrepreneurial mindset – eager to build, innovate, and grow with the firm.
Compensation & Benefits
Base Salary:
$160,000 – $220,000
(based on experience)
Path to Partnership: Clear, attainable, and supported
Comprehensive health, dental, and vision coverage
401(k) plan
Generous PTO + hybrid flexibility
We attract top talent because we offer something rare: the chance to lead, grow, and still have a life. Our people don’t leave for something better – they build it here. If you’re a tax professional who’s ready for more autonomy, influence, and long‑term opportunity, let’s talk – whether you’re actively exploring or just curious about what’s possible.
#J-18808-Ljbffr
Tax Director
ready to modernize operations, mentor a talented team, and help drive our next stage of growth.
Base pay range:
$160,000 – $220,000
per year (based on skills and experience).
What Makes This Opportunity Unique
Lead an Office, Shape a Vision – Take the reins of our Irvine location, guiding a skilled team, improving client service, and upgrading processes with full operational, technology, and business support from the home office.
A Real Path to Partnership – Our growth strategy depends on strong leadership. That means advancement here isn’t theoretical – it’s essential. As we expand, you’ll have a defined path toward equity and long‑term ownership.
High‑Caliber, Engaged Clients – Work directly with high‑net‑worth individuals, families, and closely held entities that value proactive, strategic guidance. Expect deep, ongoing client relationships where your advice truly moves the needle.
Hybrid Schedule, Healthy Boundaries – Split your time between our Irvine office and home. Even during busy season, we limit workloads to maintain sustainability and quality – not 80‑hour weeks.
A Culture Built to Last – We reject the "burn and churn" mentality of traditional firms. Our philosophy is simple: invest in great people, help them grow, and create careers that endure.
Your Impact
Oversee the day‑to‑day operations of the Irvine office and serve as the key point of contact for both clients and team members.
Manage, mentor, and develop a high‑performing tax team.
Review and advise on a range of complex individual, partnership, corporate, and trust returns.
Provide full‑scope advisory services for high‑net‑worth clients, including wealth preservation and estate planning.
Collaborate with internal legal, accounting, and family office professionals to deliver holistic client solutions.
Contribute to firm strategy, leadership development, and future expansion initiatives.
What You Bring
CPA license required.
5+ years at a national firm or 7‑10 years in a reputable local/regional firm.
Strong technical expertise with complex returns and multi‑entity structures.
Proficiency with Lacerte, CCH Suite, or similar tax software (adaptable to new systems).
Demonstrated leadership in mentoring, communication, and client service.
Entrepreneurial mindset – eager to build, innovate, and grow with the firm.
Compensation & Benefits
Base Salary:
$160,000 – $220,000
(based on experience)
Path to Partnership: Clear, attainable, and supported
Comprehensive health, dental, and vision coverage
401(k) plan
Generous PTO + hybrid flexibility
We attract top talent because we offer something rare: the chance to lead, grow, and still have a life. Our people don’t leave for something better – they build it here. If you’re a tax professional who’s ready for more autonomy, influence, and long‑term opportunity, let’s talk – whether you’re actively exploring or just curious about what’s possible.
#J-18808-Ljbffr