Jobot
Tax Director - High Net Worth (Partner Path)
We are a mid‑size firm seeking a dynamic and experienced Tax Director – High Net Worth (Partner Path) to join our prestigious finance team.
This role offers a clear path to partnership and an excellent opportunity for a seasoned tax professional to leverage expertise in tax accounting, tax law, tax planning and compliance.
Benefits
Partner path
High net worth focus – average client > $10 million in net worth
Hybrid – flexible location
Unlimited PTO
Paid holidays
Medical/dental/vision
401K match
Responsibilities
Provide comprehensive tax planning and advisory services to high net worth individuals, families, and related entities.
Oversee all aspects of tax compliance, including preparation and review of tax returns and projections.
Develop and implement tailored tax strategies to minimize liabilities and optimize financial outcomes.
Stay abreast of latest developments in tax law and regulations to ensure compliance and provide proactive advice.
Build and maintain strong client relationships and provide exceptional customer service.
Collaborate with partners and team members to ensure coordinated client service.
Contribute to firm growth and development by identifying new business opportunities and participating in marketing initiatives.
Qualifications
Bachelor’s degree in Accounting, Finance or related field; master’s or CPA highly preferred.
Minimum 5 years of experience in a tax role focused on high net worth clients, preferably in public accounting or law firm.
In‑depth knowledge of tax accounting, tax law, tax planning, tax advisory and compliance.
Strong analytical and communication skills.
Proactive, entrepreneurial mindset and commitment to client service.
Jobot is an Equal Opportunity Employer. Candidates receive consideration without regard to protected categories. Jobot complies with applicable laws.
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This role offers a clear path to partnership and an excellent opportunity for a seasoned tax professional to leverage expertise in tax accounting, tax law, tax planning and compliance.
Benefits
Partner path
High net worth focus – average client > $10 million in net worth
Hybrid – flexible location
Unlimited PTO
Paid holidays
Medical/dental/vision
401K match
Responsibilities
Provide comprehensive tax planning and advisory services to high net worth individuals, families, and related entities.
Oversee all aspects of tax compliance, including preparation and review of tax returns and projections.
Develop and implement tailored tax strategies to minimize liabilities and optimize financial outcomes.
Stay abreast of latest developments in tax law and regulations to ensure compliance and provide proactive advice.
Build and maintain strong client relationships and provide exceptional customer service.
Collaborate with partners and team members to ensure coordinated client service.
Contribute to firm growth and development by identifying new business opportunities and participating in marketing initiatives.
Qualifications
Bachelor’s degree in Accounting, Finance or related field; master’s or CPA highly preferred.
Minimum 5 years of experience in a tax role focused on high net worth clients, preferably in public accounting or law firm.
In‑depth knowledge of tax accounting, tax law, tax planning, tax advisory and compliance.
Strong analytical and communication skills.
Proactive, entrepreneurial mindset and commitment to client service.
Jobot is an Equal Opportunity Employer. Candidates receive consideration without regard to protected categories. Jobot complies with applicable laws.
#J-18808-Ljbffr