Beacon Advisors is a full-service tax, accounting, and business consulting firm based in Marion, Massachusetts, serving closely held businesses, professionals, and high-net-worth individuals with comprehensive tax and accounting solutions. We are seeking an experienced Tax Director to lead our tax practice, manage complex engagements, and help drive the firm’s next stage of growth.
About Beacon Advisors
At Beacon Advisors, our tax accountants and advisors provide proactive planning, accurate compliance, and ongoing business advisory services to clients throughout Massachusetts and beyond. Our team prides itself on being accessible, responsive, and committed to building long-term client relationships.
Position Overview
The Tax Director will be responsible for overseeing all aspects of the firm’s tax function, including individual, corporate, partnership, and trust returns, as well as year-round tax planning and advisory work. This role combines technical expertise with leadership responsibilities, including staff development, workflow management, and direct client relationship management.
Key Responsibilities
- Lead the tax department’s planning, preparation, and review of federal and state tax returns for individuals, corporations, partnerships, and trusts.
- Provide advanced tax planning and consulting for business owners and high-net-worth clients, including entity choice, compensation planning, and transaction structuring.
- Manage tax season and year-round workflows, ensuring deadlines are met and work is delivered with high quality and efficiency.
- Supervise, mentor, and develop staff and senior accountants; provide technical guidance and support on complex tax issues.
- Research and resolve complex tax matters, including multi-state filings, passive activity and basis issues, and IRS/state notices and examinations.
- Collaborate with firm leadership on process improvements, technology implementation, and practice growth initiatives.
- Maintain strong, proactive communication with clients and serve as a primary relationship manager for key accounts.
Qualifications
- CPA license required.
- 7+ years of progressive public accounting tax experience, including review responsibility for complex returns.
- Strong technical knowledge in individual, business, and pass-through entity taxation; trust and estate experience is a plus.
- Prior experience supervising staff and managing tax engagements.
- Excellent communication skills and the ability to explain complex tax issues in clear, practical terms.
- Comfortable working in a technology-forward environment and leveraging tax and accounting software to streamline workflows.thebeaconadvisors+1
- Demonstrated commitment to client service, attention to detail, and meeting deadlines in a fast-paced environment.
Compensation and Benefits
- Competitive salary commensurate with experience.
- Performance-based bonus opportunities.
- Health, dental, and vision insurance options.
- Retirement plan with employer contribution.
- Paid time off and paid holidays.
- Summer Fridays: early close on Fridays during the summer to support work–life balance.
- Professional development support, including CPE and licensing fees.
Work Environment
Beacon Advisors offers a collaborative, team-oriented environment where your expertise will be valued and your input on firm processes and client strategy will be welcomed. You will work closely with the owners and senior leadership team while having autonomy over tax operations and staff direction.
Pay: $113,667.94 - $186,890.42 per year
Benefits:
- Continuing education credits
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
Work Location: In person
