Director of Tax and Accounting

About Us

We are a full-service accounting firm specializing in small to mid-size businesses across a wide variety of industries and jurisdictions. Based in Chicago, we combine high-touch client service with modern technology to deliver exceptional accounting, tax, and advisory solutions.

We maintain a collaborative, flexible, and creative work culture in a beautiful, intimate office environment. Our clients value our proactive approach—we go beyond compliance by providing insight, strategy, and hands-on support that helps them thrive.

• We are seeking an experienced CPA to step into a senior leadership role managing staff, client relationships, and firm operations, while helping guide the firm into its next generation of growth and innovation.
• This leadership role blends client advisory, firm management, and strategic direction.
• Managing client relationships and serving as a trusted business advisor
• Leadership and oversight of the firm's tax, accounting, and consulting services
• Review of tax returns including 1040, 1065, 1120, 1120S, 709, 1041, and 990PF
• Preparation of a limited number of complex tax returns
• Acting as the go-to expert on complex tax matters, client reorganizations, mergers & acquisitions, and entity sales
• Interpreting partnership agreements and contracts as they relate to accounting and tax matters for closely held businesses
• Industry exposure including professional & personal services, medical professionals, restaurants, and retail
• Understanding sales tax concepts, laws, and reporting requirements
• Leading tax projection and planning strategies for clients and internal teams
• Managing multi-state tax filings, nexus considerations, and allocation concepts
• Driving the firm's evolution through efficient, technology-enabled processes
• Mentoring, coaching, and managing a small, high-performing professional staff
• Overseeing new client onboarding to ensure a high level of service excellence
• Contributing to firm strategy, growth initiatives, and succession planning
• Participating in professional development and networking to strengthen the firm's market presence

• Active CPA license
• 7-10 years of progressive public accounting experience with strong tax expertise
• 5+ years of management experience, including staff leadership and client relationship management
• Strong understanding of small business accounting and tax planning
• Proficiency with Ultra Tax and Quick Books Online (Pro Advisor certification preferred)
• Excellent communication and client advisory skills
• Comfort with technology, automation, and process improvement tools

• Exceptional work-life balance: ~2,000 hours/year, Fridays off during the summer, and typically under 50 hours/week during tax season
• Flexible hybrid schedule: autonomy in setting your hours and working remotely part of the week
• Comprehensive benefits, including:
  • 401(k) with company match
  • Health insurance
  • Short- and long-term disability
  • Paid time off structured around your life
  • Professional development support

Additional benefits include: 401(k) and 401(k) matching, flexible schedule, FSA/HSA options, health insurance, life insurance, opportunities for advancement, paid sick time, professional development assistance, profit sharing, and tuition reimbursement.