Join to apply for the Tax Director role at Pelletier & Leo, LLP
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Join to apply for the Tax Director role at Pelletier & Leo, LLP
This range is provided by Pelletier & Leo, LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $160,000.00/yr - $220,000.00/yr
Tax Director - Leadership Track | Pelletier & Leo | Newport Beach / Irvine, CA (Hybrid)
This isn't another director role. It's a clear path to firm leadership.
We're Pelletier & Leo a modern, full-service accounting firm built by former Big 4 professionals who were disillusioned with large firm and private equity economics and decided to do it better.
We're building a boutique, fast-growing firm that puts employees and clients first. And now, we're looking for an entrepreneurial Tax Director who is ready to step into a leadership role, modernize an established team, and help shape the future of the firm.
What Makes This Role Different
Lead the Office, Not Just a Book
You'll take responsibility for our Newport Beach/Irvine office leading a fast growing team to modernize systems, and improve the client experience. You'll have the full support of a robust corporate team, including sales, operations, and technology.
Partner Path with Real Upside
Our business model requires significant growth and we need plenty of partners to achieve our business goals. Pelletier & Leo is not only a top-performing firm on a per-capita basis, it's also a top-performing business.
Clients Worth Your Time
You'll work with high-net-worth individuals and closely held entities, where your advisory skills actually matter. Most client relationships are deep, multi-entity, and long-term.
Hybrid Flexibility, Real Boundaries
Work from our Irvine office + remote. Our team works 50-60 hours max in peak weeks, not 80-100 like your last firm.
Culture That Actually Means Something
Most accounting firms build suffering into the business model. They require 20-30% turnover to achieve their business goals, so by setting expectations 20-30% above what's realistic, they can squeeze more margin out of each employee, while rationing the prosperity to an ever-shrinking number of people.
Our firm is dedicated to finding a place for each talented individual today and tomorrow. We value loyalty, teach people how to grow, and build lifelong careers within our firm.
What You'll Do
Lead the day-to-day operations of our Newport Beach / Irvine office. With the support and oversight of partners, you'll be the primary contact point for clients and staff.
Manage and mentor a strong in-place team.
Review simple and complex individual, partnership, corporate, and trust returns (multi-entity, multi-state).
Serve as the go-to advisor for high-net-worth clients from wealth generation to wealth investment, from wealth preservation to estate planning.
Interface with internal legal, family office, and accounting divisions to deliver full-circle solutions.
Contribute to leadership planning and future acquisitions, as we continue to expand.
What We're Looking For
CPA with 5+ years of experience at a national firm (or 7-10 at a local firm), and a track record of technical excellence.
Someone who's been the go-to person on complex returns, client comms, and junior mentorship.
Strong with Lacerte, CCH Suite, and SurePrep or can adapt quickly.
You don't need to have managed a whole office before, but you should want to.
You're coachable, direct, and ready to help grow something bigger than yourself.
Compensation & Benefits
$160,000 to $220,000 base salary (commensurate with experience)
Clear path to equity / partnership
Health, dental, vision, 401(k)
PTO + flexible hybrid work schedule
Why People Stay
Our team doesn't churn. We grow. The people here are smart, collaborative, and deeply invested. If you're the kind of person who always tries to do things better than last year, there's no better place to continue and complete your career.
Apply now or reach out directly if you're not actively looking but intrigued. We get it. Let's have a real conversation.
Seniority level Seniority level Director
Employment type Employment type Full-time
Job function Job function Accounting/Auditing and Finance
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