Director of Tax Strategy - Magnetic North Tax & Accounting

We’re building more than a tax practice—we’re building a financial planning powerhouse.

At Magnetic North Tax & Accounting, part of a growing wealth advisory firm, we deliver proactive, personalized tax and accounting services to individuals and business owners who want to grow and preserve wealth.

We’re hiring a Director of Tax Strategy—a rare blend of doer and builder—who is ready to lead the tax function while actively preparing returns, crafting planning strategies, and collaborating with our wealth advisory team.

✅ What You’ll Be Doing

Lead tax operations—preparation, planning, and strategy

Prepare and review individual and business returns

Identify proactive planning opportunities for high-income and HNW clients

Build workflows, templates, and systems for scale

Collaborate with financial advisors on integrated client plans

Stay current on tax code changes and lead firm-wide application

Prepare for future hiring and leadership as the division grows

🎯 What You Bring

5+ years of tax prep and planning experience

CPA or Enrolled Agent (required)

In-depth understanding of tax law, financial statements, and planning strategies

Experience with high-net-worth individuals or business owners

Strategic thinker, self-starter, and natural problem solver

Comfortable working solo—but excited to lead and build

Experience with Drake Tax Software is a plus

🌟 Why Join Magnetic North?

Be the firm’s go-to tax leader from day one

Work in a collaborative, integrated wealth planning environment

Help shape the systems and strategy of a growing firm

High autonomy, high impact, and a path to long-term growth

💬 Apply now or message us to learn more about how you can grow with Magnetic North.

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