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Tax Director
Tax DirectorPelletier & Leo, LLP • Irvine, CA, United States
Tax Director

Tax Director

Pelletier & Leo, LLP • Irvine, CA, United States
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Base pay range

$160,000.00 / yr - $220,000.00 / yr

Director of Tax Services | Leadership Pathway | 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 We left behind outdated hierarchies and private equity pressures to build something better – a firm that prioritizes people, quality, and balance.

A Direct Route to Firm Leadership Not Just Another Tax Role

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.

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.
  • 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
  • Why Professionals Join and Stay

    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, we'd love to talk whether you're actively exploring or just curious about what's possible.

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    Tax Director • Irvine, CA, United States

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