Legacy Financial Group's Tax and Accounting division is seeking an experienced CPA to lead our tax department in Des Moines. This is a succession-track leadership role: you'll work alongside our current Tax Director during a planned transition period, taking on full department leadership by spring 2027. You'll oversee tax strategy, staff, and client relationships for a well-established, growing practice that's part of a larger, respected financial services organization — with a genuine path toward equity/partnership in the business for the right person. Essential Responsibilities Lead and manage the tax and accounting department, including staff development, workflow, and quality control. Serve as lead CPA for complex individual, business, and entity returns within the firm's client base. Work with advisors to create tax planning strategy for clients across the firm's advisory base. Drive growth of the department's business-client base by expanding bookkeeping and payroll service offerings. Represent clients in IRS and state agency correspondence and audits. Oversee accounting services delivery — financial statements, reconciliations, bookkeeping support. Partner with firm leadership and advisory staff to ensure coordinated service for shared clients. Monitor tax law changes and translate them into proactive planning opportunities firm-wide. Manage departmental capacity planning, especially through busy season. Special projects and firm initiatives as they arise. Qualifications Active CPA license (Iowa) required. 7+ years of public accounting experience, including prior supervisory or department-leadership experience. Bachelor's degree in Accounting, Finance, or related field required; Master's degree a plus. Strong knowledge of individual and business tax preparation and planning. Demonstrated ability to manage a team and client book simultaneously. Business-development mindset, with experience growing bookkeeping, payroll, or related service lines a plus. Comfortable operating in a fully in-person, client-facing environment.

Pay:

$135,000.00 - $160,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance

Experience:

CPA:

7 years (Preferred)

Supervisory:

3 years (Preferred)

License/Certification:

CPA (Required)

Work Location:

In person