Tax Director

Elevate LLC | Partner Firm OpportunityLocation: Boca Raton, Florida (In-Office Position)About ElevateElevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture.A partner firm of Elevate located in the Boca Raton, Florida area is seeking an experienced Tax Director to lead and grow its tax practice. This is a high-impact leadership role offering the opportunity to shape the future of the firm’s tax strategy, client service, and team development within Elevate’s broader national platform.The ideal candidate possesses a strong generalist tax background, significant experience serving construction and real estate clients, and expertise in both tax consulting and compliance. Experience with international taxation is highly desirable.Key ResponsibilitiesClient Service & Technical ExcellenceDeliver exceptional tax advisory, planning, and compliance services to entrepreneurial businesses, family offices, and high-net-worth individualsProvide sophisticated tax consulting and advisory services while managing complex compliance engagementsServe as a trusted advisor to clients on tax planning, entity structuring, business transactions, and complex tax mattersOversee and review federal, state, and local tax filings for individuals, partnerships, corporations, trusts, and other entitiesPrepare and review complex tax returns as neededManage and respond to IRS and state tax notices and examinationsMaintain and grow a personal book of business while building long-term client relationshipsIdentify opportunities to deepen client relationships through additional advisory and tax planning servicesConstruction & Real Estate Tax ExpertiseProvide technical expertise related to construction contractors and real estate entitiesDemonstrate advanced knowledge of:IRC Section 460 long-term contract accounting methodsPercentage-of-completion, completed-contract, cash, accrual, and hybrid accounting methodsLook-back interest computationsAlternative Minimum Tax (AMT) calculations related to long-term construction contractsShareholder and partner basis calculationsAt-risk and passive activity loss rulesAccounting method changes and Form 3115 calculationsAdvise clients on tax planning, structuring, compliance, and consulting matters involving real estate ownership and development entitiesInternational TaxProvide guidance on international tax matters, including:Cross-border transactionsForeign reporting requirementsInternational compliance obligationsTax planning strategies for multinational individuals and businessesLeadership & Practice ManagementHelp lead the growth and management of the tax practiceSupport oversight of departmental financial performance, staffing, and workflow managementRecruit, mentor, develop, and retain a high-performing tax teamTake ownership of staff workload management, technical review, performance, and professional developmentFoster a collaborative, client-focused, and growth-oriented cultureManage new client opportunities from lead conversion through onboarding and ongoing relationship managementCollaborate with leadership teams across multiple offices to provide effective practice leadershipOperational & Strategic ResponsibilitiesConduct technical tax research to ensure accurate, compliant, and practical client solutionsDevelop engagement budgets, pricing proposals, and profitability analysesManage staff assignments and resource planningPrepare internal management reports and practice metricsPartner with Elevate leadership to standardize processes, improve quality, and leverage shared services, technology, AI tools, and operational best practicesQualificationsActive CPA license required10+ years of progressive public accounting tax experienceSignificant experience serving construction contractors and real estate clientsStrong generalist tax background across individual, partnership, S corporation, C corporation, trust, and estate taxationDemonstrated success managing client relationships and maintaining a book of businessProven leadership experience managing, mentoring, and developing tax professionalsExperience converting referrals and new business opportunities into long-term client relationshipsStrong technical expertise in tax planning, consulting, and complianceExcellent communication, organizational, leadership, and analytical skillsEntrepreneurial mindset with the ability to thrive in a growth-oriented environmentExperience with international taxation preferredAbility to work onsite in Boca Raton, FloridaCompensation & BenefitsCompensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:Medical, Dental, and Vision plans401(k) planGenerous Paid Time Off (PTO)Paid Firm HolidaysDiscretionary Performance BonusEligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.