Tax Director
1 week ago
About Zhong & Sanchez
Zhong & Sanchez is a tech-forward, full-service accounting and tax advisory firm based in the San Francisco Bay Area. We partner with founders and high-growth companies to deliver expert accounting, tax, and strategic financial guidance. We're building a new kind of professional services firm - one where intelligent systems, forward-thinking experts, and entrepreneurial clients thrive together.
As part of our rapid growth, we're seeking an experienced
Tax Director
to lead and expand our tax practice. This high-impact leadership role offers the opportunity to shape the future of the firm's tax strategy, client experience, and service innovation.
Key Responsibilities
- Lead, scale, and innovate the firm's tax practice with full accountability for growth, client delivery, and team performance.
- Deliver exceptional advisory and compliance services to entrepreneurial businesses, family offices, and high-net-worth individuals.
- Drive expansion through deeper client relationships, new service lines, and proactive business development.
- Serve as a trusted advisor, offering insight on complex tax matters and structuring opportunities.
- Recruit, develop, and inspire a high-performing tax team within a collaborative, growth-oriented culture.
- Partner with product, engineering, and leadership teams to enhance automation and digital capabilities.
- Leverage technology, innovation, and shared resources to deliver a modern, scalable tax platform.
Qualifications
- Active CPA license required.
- 8+ years of progressive experience in business taxation—preferably within a Big 4, large national, or leading regional firm.
- Proven success leading complex client engagements.
- Exceptional relationship management and client advisory skills.
- Demonstrated ability to lead, mentor, and grow high-performing teams.
- Excellent communication, analytical, and organizational skills.
- Tech-savvy, entrepreneurial, and thrives in a fast-paced, growth-oriented environment.
What We Offer
- A leadership platform to build and scale a premier tax practice in the Silicon Valley market.
- Competitive compensation, annual performance bonus, and participation in an equity incentive program (stock options or profits interests) aligned with long-term growth.
- The infrastructure and innovation of a modern firm combined with the autonomy and culture of a boutique practice.
- Comprehensive benefits: health coverage, retirement plan, paid time off, and wellness programs.
- Ongoing career development and leadership mentorship from experienced partners.
- A collaborative, forward-thinking environment where your impact will shape clients, colleagues, and the future of the profession.
Location
Based in Cupertino, California, with flexibility to accommodate client-facing needs and hybrid work preferences.
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