Panhandle Career Center

ABOUT THE SENIOR TAX DIRECTOR POSITION

At Carlee J Perez, CPA, PC, we deliver trusted, personalized tax and accounting services with the warmth and close attention of a true family office. With fewer than five team members, our group is approachable, client-first, and always ready to lend a hand—whether it’s backing up a teammate or walking a client through a tricky tax situation.

We’re looking for an experienced Senior Tax Director to join us and lead with sharp expertise and real heart. You’ll manage and review returns, keep everything accurate and compliant, and offer clear, thoughtful guidance to clients and staff year-round. The perfect fit brings deep tax know-how, loves working as part of a tight-knit group, and takes pride in work that builds lasting client trust.

The core competencies of this role are tax expertise, accuracy + attention to detail, software proficiency, client relationship management, team collaboration and time management.

YOU ARE PERFECT FOR CARLEE J PEREZ, CPA, PC IF…

• You have 7+ years preparing complex 1040s and business tax returns (1065, 1120-S and 1120), plus a minimum of 4+ years reviewing and managing tax work.
• You’re comfortable with multi-state returns, Section 1031 exchanges, real estate investors, QBI, passive activity rules, S-corp basis, and the like; experience with trusts (1041) or gift and estate taxes are a bonus.
• Your CPA license and PTIN have stayed active for the past 7 years.
• You can run your own schedule, hit deadlines, and keep things accurate—without re-doing a whole return or sweating tiny stuff (like a $2–$5 difference or travel vs. office supplies).
• You know what really matters: you focus on the big picture, catch missed deductions or credits (did we get that loan interest?), and keep returns strong without chasing perfection.
• You review smart—trust the preparers you know, adjust your depth by person, and leave clear, short notes. You only pull someone aside if the same mistake keeps happening; you’re patient and kind, even on long weeks.
• You love a small, family-style team: pitching in, staying flexible, helping clients, and jumping in wherever needed—including those sometimes long weekends during tax season.
• You build accountability, streamline how we work, and keep the vibe positive and supportive. Important: We do zero audits or assurance work—if that’s your background, this isn’t the fit. We’re all about tax.