Tax Director
🚨 Director / Future Partner - Tax & Advisory (Rare Succession Opportunity)
💼 Compensation: $150,000 - $250,000 base salary
💰 Partnership Upside: The right person could earn $1M+ within 3-5 years
📍 Toronto, Canada (Beaches District) - Hybrid / Flexible
🏢 Boutique CPA & Advisory Firm (Confidential Search)
Are you an experienced CPA looking for true partnership opportunity-not just a title, but real equity, real influence, and a real pathway to running a firm?
This is a rare succession role with a respected client of ours (finance and advisory) in Toronto's Beaches district. You will work closely with the founding partner over a planned multi‑year transition, inherit a loyal book of business, and step into leadership of a strong, collaborative team.
This firm is known for deep, long‑standing client relationships, white‑glove service, and a warm, highly collegial culture-not corporate, not hierarchical, and not transactional. It's an environment where you can make an impact immediately while building toward full partnership and long‑term ownership.
✨ What Makes This Opportunity Unique
- Direct succession into a leadership role
- Established, loyal client base
- Highly profitable boutique practice
- Real path to partnership (significant equity potential)
- Earnings potential $1M+ in 3-5 years for the right candidate
- Hands‑on mentorship directly from the founding partner
- A firm culture built on trust, collaboration, and autonomy.
📌 Key Responsibilities
You will lead and oversee:
- Complex tax engagements (compliance + planning)
- High‑value advisory for small businesses & HNW individuals
- Financial, estate, retirement, and investment planning guidance
- Review of staff work and quality control
- Mentoring, coaching, and developing the team
- Operational consulting and business advisory
- Referrals, community engagement & light business development
- Succession transition into firm leadership and future ownership
👤 Who We're Looking For
A seasoned tax & advisory professional who:
- Holds a CPA (CFP or In‑Depth Tax is a plus)
- Brings 8-10+ years in public practice
- Has strong experience with HNW, corporate, and small business clients
- Enjoys building long‑term client relationships
- Has a leadership mindset-mentoring, guiding, elevating others
- Is entrepreneurial, strategic, and hands‑on
- Wants a true Partner‑track, not a plateau
This role is ideal for someone who wants to grow into ownership-not just bill hours.
🌱 Culture & Environment
Imagine working somewhere that feels more like a creative, collaborative space than a traditional accounting office-where independence is respected, ideas matter, and hierarchy doesn't get in the way of teamwork. Staff stay for years because the environment is stable, supportive, and genuinely enjoyable.
Tax Director
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