Pelletier & Leo, LLP · 9 hours ago
Tax Director
Pelletier & Leo, LLP is a progressive accounting and advisory practice led by former Big 4 professionals. They are seeking an experienced Tax Director to modernize operations, mentor a talented team, and help drive the firm's growth.
Accounting
Responsibilities
Oversee the day-to-day operations of the Irvine office and serve as the key point of contact for both clients and team members
Manage, mentor, and develop a high-performing tax team
Review and advise on a range of complex individual, partnership, corporate, and trust returns
Provide full-scope advisory services for high-net-worth clients, including wealth preservation and estate planning
Collaborate with internal legal, accounting, and family office professionals to deliver holistic client solutions
Contribute to firm strategy, leadership development, and future expansion initiatives
Qualification
Required
CPA license required
5+ years at a national firm or 7-10 years in a reputable local/regional firm
Strong technical expertise with complex returns and multi-entity structures
Proficiency with Lacerte, CCH Suite, or similar tax software (adaptable to new systems)
Demonstrated leadership in mentoring, communication, and client service
Entrepreneurial mindset -- eager to build, innovate, and grow with the firm
Benefits
Comprehensive health, dental, and vision coverage
401(k) plan
Generous PTO + hybrid flexibility
Company
Pelletier & Leo, LLP
Pelletier & Leo is an accounting company based out of City of Industry, California.
H1B Sponsorship
Pelletier & Leo, LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Early StageCompany data provided by crunchbase