Tax Director (Part-Time)

Looking to stay engaged in meaningful, high-level tax work—without the demands of a full-time role? Want flexibility with your schedule and work virtually/hybrid? If so, this position is calling you!Join the Affinity Accounting team as our Part-Time Tax Director (VIRTUAL OR HYBRID - Milwaukee) and build a tax department that runs the way modern accounting should: efficient, tech-forward, and deeply client-focused.You’ll have the autonomy to shape how the department operates, the tools you use, the team you hire or contract, and the way we serve clients. You’ll be the face of tax at Affinity — the person our clients trust with their most important financial decisions and planning conversations.Tax Department Leadership•     Own the tax function end-to-end — strategy, workflow, quality control, and delivery•     Build and manage a team of tax associates and/or outsourced service providers•     Leverage AI and automation tools to increase efficiency and scale capacityTax Return Review & Compliance•     Review business tax returns: C-Corporations, S-Corporations, Partnerships, LLCs, and Trusts•     Review individual tax returns with business ownership and investment complexity•     Oversee multi-state tax compliance — including nexus determination, apportionment, and state-specific filing requirements•     Stay current on federal and state tax law changes impacting our client baseTax Planning & Client Consulting•     Lead proactive tax planning consulting calls with clients throughout the year•     Develop and deliver annual and quarterly tax plans for business clients across multiple entity types•     Identify planning opportunities and communicate strategies in a way clients actually understand•     Serve as the primary tax relationship contact — building trust through proactive outreach, phone calls, and virtual meetingsMulti-State Tax Advisory•     Guide clients through multi-state nexus exposure and registration obligations•     Advise on state income, franchise, and payroll tax implications for businesses operating or expanding across state lines•     Support clients navigating apportionment methodologies and state conformity differences•     Identify multi-state planning opportunities to minimize state and local tax burdensExit Planning & Business Transitions•     Support business owners navigating sales, mergers, acquisitions, and succession planning•     Structure transactions to minimize tax exposure — including multi-state implications — and maximize after-tax outcomes•     Work alongside legal, financial, and advisory professionals on client deal teamsQualifications:•     CPA license, active and in good standing•     12+ years of tax experience, with meaningful time in business entity returns and client-facing leadership•     Bachelor’s Degree in Accounting; Master’s in Taxation or MBA preferred•     Strong working knowledge of C-Corp, S-Corp, partnership, and individual taxation•     Experience reviewing complex tax returns and leading client tax planning engagements•     Demonstrated ability to communicate tax concepts clearly to non-accountants•     Self-directed and comfortable working independently in a remote-first environment•     Proven track record of managing client relationships at a senior level•     Multi-state tax experience: nexus, apportionment, and state/local tax compliance across multiple jurisdictions preferred•     Experience with exit planning, M&A transactions, or business succession is preferredAffinity Accounting, based in Milwaukee, WI, is a public accounting firm dedicated to delivering financial clarity through proactive and transparent strategies. Our team of experienced professionals customizes solutions to align with client goals, helping streamline accounting processes and transform businesses. Known for our responsive and approachable service, we are committed to answering financial questions and supporting our clients success.