Company Description

AAFCPAs is an innovative and forward-thinking firm. We have enjoyed primarily organic growth with a laser focus on people, culture, and a profitable growth mindset. We have a supportive, entrepreneurial, and purposeful culture and plan to remain independent.

Our multidisciplinary team of 350+ professionals provide assurance, tax, outsourced accounting, business consulting, IT advisory, and wealth management services to nonprofits, commercial companies, wealthy individuals, and estates. In 2023, we celebrated 50 Years of Impact (1973-2023), and our sincere approach to business and service excellence has attracted discerning clients along with the best and brightest CPAs and consulting professionals. AAFCPAs donates 10 percent of its net profits annually to nonprofit organizations. We have an active Diversity, Equity, Inclusion, and Belonging (DEIB) committee and a commitment and accountability to these efforts. We publish our Impact Report annually.

AAFCPAs is an independent member of PrimeGlobal, the fourth largest CPA firm association in the world with 300+ member firms in 80+ countries. This provides our clients with seamless national and global coverage along with an advantageous pay-as-you-use model.

The Opportunity

We are seeking an experienced and collaborative Small Business Tax & Accounting director level professional to join our growing tax team. This role is ideal for someone who enjoys serving small business clients, mentoring others, and contributing to a high-performing, forward-thinking public accounting environment. You will play a key role in delivering quality tax services while building trusted client relationships and supporting the development of team members.

Key Responsibilities

Client Leadership & Advisory

• Serve as the primary advisor for a portfolio of small business clients across a variety of industries.
• Build and sustain strong, long-term client relationships and act as a trusted resource for business owners.
• Provide proactive guidance on accounting, tax planning, cash flow, and operational considerations.
• Identify opportunities to expand client services and collaborate with Partners on business development initiatives.

Tax & Accounting Oversight

• Review and approve federal, state, and local tax returns for individuals and small businesses, including (but not limited to) Forms 1040, 1065, 1120S, and 1120.
• Sign tax returns in accordance with firm policy and professional standards.
• Oversee monthly, quarterly, and year-end accounting engagements, including financial statement review.
• Ensure compliance with current tax laws, regulations, and professional standards.

Leadership & Team Development

• Lead, mentor, and develop managers, senior accountants, and staff within the small business practice.
• Provide technical guidance and review work to ensure accuracy, quality, and consistency.
• Support performance management, coaching, and career development initiatives.
• Foster a collaborative, high-performing team environment aligned with firm values.

Practice Management & Strategy

• Assist Partners in managing workflow, capacity planning, and engagement economics.
• Contribute to the development and refinement of small business service offerings.
• Support process improvement initiatives, including the use of technology and automation tools.
• Stay current on tax law changes and industry trends and share knowledge across the firm.

Qualifications

Required

• CPA license in good standing preferred.
• Minimum of 10–15 years of progressive experience in public accounting, with a strong focus on small business clients.
• Extensive experience reviewing and signing tax returns.
• Deep technical knowledge of small business tax and accounting matters.
• Proven ability to manage client relationships and lead engagement teams.
• Strong understanding of accounting systems and cloud-based platforms.
• Experience with ProFx a plus

Key Competencies

• Client-focused mindset with strong advisory skills
• Technical excellence in tax and accounting
• Leadership and people development
• Strategic thinking and business acumen
• Excellent communication and relationship-building skills

**Please note that while this position is remote, occasional travel to client locations, corporate meetings and trainings may be required to facilitate effective collaboration and engagement implementation.

Benefits

• Competitive Salary and Bonus Plan
• Flexible, Work from Anywhere Policy (Westborough, Boston, hybrid, or remote)
• Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage)
• Generous and flexible PTO
• On-staff Leadership and Professional Development Coaching and Training
• Complimentary Consultations with AAF Wealth Management Wealth Advisors
• Abundant Learning and Development (CPE) Catalog and Resources
• Firm-sponsored Memberships (AICPA and State CPA Society)
• Zip2CPA and Tailored MBA Programs
• Peer-driven and Partner-nominated Awards 
• Team Member Referral Incentives
• Full access to AAFCPAs’ Automation Center of Excellence to streamline manual processes

The salary range for this position reflects a broad set of factors considered in compensation decisions, including—but not limited to—skills, experience, training, certifications, and overall business needs. The stated range has not been adjusted for geographic differentials that may apply based on the position’s location. At AAFCPAs, it is uncommon for an individual to be hired at or near the top of the range, as compensation decisions are based on each candidate’s specific background and circumstances. A reasonable estimate of the current salary range for this role is $138,000 – $ 175,000 per year not inclusive of bonus potential.

All your information will be kept confidential according to EEO guidelines.

Not sure you meet all qualifications? Let us decide! Research shows that women and members of other under-represented groups tend to not apply to jobs when they think they may not meet every qualification, when, in fact, they often do! We are committed to creating a diverse and inclusive environment and strongly encourage you to apply.

AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.