Part-Time Tax Director
- Work from home
- 401(k) matching
- Flexible schedule
Affinity Accounting is a modern, solutions-focused certified public accounting firm that works with forward thinking businesses looking to streamline their accounting processes. We deliver support and advice to business owners so that they can help them reach their financial goals and gain a better quality of life. Using an integrated approach, we work with their customers as a partner fueling their growth, staying connected, and providing clear answers to their client’s questions. Our core values are centered around integrity, collaboration, and commitment to our team and clients.
We’re looking for a regional but virtual Tax Director who wants to build something — a tax department that runs the way modern accounting should: efficient, tech-forward, and deeply client-focused.
You’ll have the autonomy to shape how the department operates, the tools you use, the team you hire or contract, and the way we serve clients. You’ll be the face of tax at Affinity, the person our clients trust with their most important financial decisions and planning conversations.
Schedule: 20 hrs/wk during summer months for tax planning and proactive client consulting; 30 hrs/wk November through January for planning, prep ramp-up, and client strategy sessions; 40 hrs/wk mid-January through April 15 for return preparation, review, and planning.
This role is for someone who thrives with ownership, loves client relationships, and wants to build — not just maintain.
Tax Department Leadership
- Own the tax function end-to-end; strategy, workflow, quality control, and delivery
- Build and manage a team of tax associates and/or outsourced service providers
- Establish and maintain department standards, review processes, and best practices
- Leverage AI and automation tools to increase efficiency and scale capacity
Tax Return Review & Compliance
- Review business tax returns: C-Corporations, S-Corporations, Partnerships, LLCs, and Trusts
- Review individual tax returns with business ownership and investment complexity
- Oversee multi-state tax compliance; including nexus determination, apportionment, and state-specific filing requirements
- Ensure accuracy, compliance, and quality across all tax filings
- Stay current on federal and state tax law changes impacting our client base
Tax Planning & Client Consulting
- Lead proactive tax planning consulting calls with clients throughout the year
- Develop and deliver annual and quarterly tax plans for business clients across multiple entity types
- Identify planning opportunities and communicate strategies in a way clients actually understand
- Serve as the primary tax relationship contact, building trust through proactive outreach, phone calls, and virtual meetings
- Build lasting client relationships that generate referrals and long-term retention
- Collaborate with our virtual CFO team on integrated financial advisory work
Multi-State Tax Advisory
- Guide clients through multi-state nexus exposure and registration obligations
- Advise on state income, franchise, and payroll tax implications for businesses operating or expanding across state lines
- Support clients navigating apportionment methodologies and state conformity differences
- Identify multi-state planning opportunities to minimize state and local tax burdens
Exit Planning & Business Transitions
- Support business owners navigating sales, mergers, acquisitions, and succession planning
- Structure transactions to minimize tax exposure, including multi-state implications, and maximize after-tax outcomes
- Work alongside legal, financial, and advisory professionals on client deal teams
- CPA license, active and in good standing
- 12+ years of tax experience, with meaningful time in business entity returns and client-facing leadership
- Bachelor’s Degree in Accounting; Master’s in Taxation or MBA preferred
- Strong working knowledge of C-Corp, S-Corp, partnership, and individual taxation
- Experience reviewing complex tax returns and leading client tax planning engagements
- Demonstrated ability to communicate tax concepts clearly to non-accountants
- Self-directed and comfortable working independently in a remote-first environment
- Proven track record of managing client relationships at a senior level
Strongly Preferred
- Multi-state tax experience: nexus, apportionment, and state/local tax compliance across multiple jurisdictions
- Experience with exit planning, M&A transactions, or business succession
- Familiarity with AI tools, tax automation platforms, or a genuine interest in leveraging technology
- Prior leadership or team management experience
- Experience in a virtual or distributed firm environment
- Knowledge of UltraTax software
- What interest you specifically at this position at our firm?