Director, Tax

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

Cutler Advisors is a boutique accounting and advisory practice serving high-net-worth clients with personalized tax planning and financial structuring. The team focuses on helping clients address complex financial challenges, reduce tax exposure, and build and preserve long-term wealth. As a Current member firm, Cutler Advisors pairs close client relationships with broader platform resources.

The Director, Tax provides senior leadership across Cutler Advisors’ tax practice, overseeing a portfolio of tax compliance engagements and helping clients address complex tax matters. This role partners with tax leadership on engagement strategy, risk management, client relationships, and team development while ensuring consistent quality, timely filings, and strong engagement economics.

The Director leads through senior managers, managers, supervisors, and engagement teams as assigned, combining technical judgment with practical client guidance and disciplined delivery.

Key responsibilities

· Lead a portfolio of tax compliance engagements, ensuring consistent quality, accurate documentation, and on-time delivery.

· Set engagement strategy for complex clients, including risk assessment, planning expectations, staffing, timelines, and review depth; align decisions with tax leadership.

· Review key tax judgments, high-risk areas, and engagement conclusions to ensure positions are supported and filing requirements are met.

· Resolve escalated technical and client issues, coordinating research, specialist input, communications, and documentation as needed.

· Oversee portfolio budgets, work in process, billing, realization, utilization, and rework; identify trends and implement corrective actions.

· Coach and develop senior managers, managers, supervisors, and assigned engagement teams; provide clear priorities, feedback, and performance management support.

· Build and maintain client relationships through clear executive-level communication, expectation-setting, and timely resolution of concerns; support client retention and growth.

· Advance quality improvement, standardization, training, and technology adoption, coordinating with other service lines and specialists as appropriate.

Required qualifications

• Bachelor’s degree in Accounting or a related field.

• CPA license required, or equivalent active licensure as applicable.

• Significant experience leading and reviewing tax engagements in a public accounting environment.

• Advanced knowledge of federal and state tax concepts and compliance requirements.

• Strong engagement strategy and risk management skills, with the ability to lead leaders and manage multiple concurrent priorities.

• Strong client-facing communication, stakeholder management, and sound professional judgment.

• Proficiency in Microsoft Excel and tax software and tools.

Tools and workflow

· Monitor portfolio filing calendars, extensions, delivery milestones, staffing, capacity, and utilization.

· Review engagement financials, including budgets versus actuals, billing, realization, and write-ups or write-downs.

· Track technical issues, review notes, rework, compliance findings, and escalation plans to strengthen quality and risk management.

· Use client feedback, retention trends, referrals, and growth opportunities to support client relationships and practice planning.

Success expectations

· Engagements are delivered on time with consistent quality, supported tax positions, and effective risk management.

· Complex technical and client issues are resolved with timely communication and appropriate escalation.

· Portfolio economics and team capacity are actively managed, with corrective action on delivery or budget variances.

· Team leaders develop through coaching and accountability, and practice improvements are adopted consistently.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term & Short-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
  

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.