Jobot
Tax Director - High Net Worth (Partner Path)
Tax Director - High Net Worth (Partner Path)
1 day ago Be among the first 25 applicants This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$120,000.00/yr - $200,000.00/yr Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
Job details
Tax Director - High Net Worth (Partner Path) / $$$ / Hybrid / Great mid-sized firm
This Jobot Job is hosted by Joseph Sipocz
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $120,000 - $200,000 per year
A Bit About Us
We are mid-sized firm seeking a dynamic and experienced Tax Director - High Net Worth (Partner Path) to join our prestigious finance team. This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance. The successful candidate will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients. This role offers a clear path to partnership and is an excellent opportunity for those looking to take their career to the next level.
Why join us?
Partner path High net worth focus - average client is over $10 million in net worth Hybrid Unlimited PTO Paid holidays Medical/dental/vision 401K match
Job Details
Responsibilities
As a Tax Director - High Net Worth (Partner Path), you will be responsible for
Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities. Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections. Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients. Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients. Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service. Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service. Providing thought leadership and contributing to the firm's growth and development by identifying new business opportunities and participating in marketing initiatives.
Qualifications
The ideal candidate for the Tax Director - High Net Worth (Partner Path) role will have
A bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred. A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm. In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance. Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members. A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities. A commitment to delivering exceptional client service and contributing to the firm's growth and success.
If you are a seasoned tax professional with a passion for serving high net worth clients and a desire to take your career to the next level, we invite you to apply for this exciting opportunity.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Accounting, Financial Services, and Banking Referrals increase your chances of interviewing at Jobot by 2x Get notified about new Tax Director jobs in
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Tax Director - High Net Worth (Partner Path)
1 day ago Be among the first 25 applicants This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$120,000.00/yr - $200,000.00/yr Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
Job details
Tax Director - High Net Worth (Partner Path) / $$$ / Hybrid / Great mid-sized firm
This Jobot Job is hosted by Joseph Sipocz
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $120,000 - $200,000 per year
A Bit About Us
We are mid-sized firm seeking a dynamic and experienced Tax Director - High Net Worth (Partner Path) to join our prestigious finance team. This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance. The successful candidate will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients. This role offers a clear path to partnership and is an excellent opportunity for those looking to take their career to the next level.
Why join us?
Partner path High net worth focus - average client is over $10 million in net worth Hybrid Unlimited PTO Paid holidays Medical/dental/vision 401K match
Job Details
Responsibilities
As a Tax Director - High Net Worth (Partner Path), you will be responsible for
Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities. Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections. Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients. Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients. Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service. Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service. Providing thought leadership and contributing to the firm's growth and development by identifying new business opportunities and participating in marketing initiatives.
Qualifications
The ideal candidate for the Tax Director - High Net Worth (Partner Path) role will have
A bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred. A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm. In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance. Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members. A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities. A commitment to delivering exceptional client service and contributing to the firm's growth and success.
If you are a seasoned tax professional with a passion for serving high net worth clients and a desire to take your career to the next level, we invite you to apply for this exciting opportunity.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Accounting, Financial Services, and Banking Referrals increase your chances of interviewing at Jobot by 2x Get notified about new Tax Director jobs in
Tampa, FL . Clearwater, FL $140,000.00-$150,000.00 1 day ago Tax Managing Director, State & Local Tax (Sales & Use)
Tampa, FL $185,500.00-$492,000.00 1 week ago Tax Managing Director, Core Tax Services
Tampa, FL $170,000.00-$335,000.00 1 week ago Tax Managing Director, Alternative Investments
Tampa, FL $170,000.00-$335,000.00 1 week ago Director - Strategic Financing Services - Applications and Strategic Planning
Tampa, FL $98,500.00-$209,000.00 3 days ago Digital Contact & Services Director (CCaaS)
Tampa, FL $155,000.00-$410,000.00 2 weeks ago Strategic Alliance Sales Senior Director (Lead ACRE): Salesforce
Tampa, FL $122,500.00-$504,500.00 6 days ago Senior Tax Manager -Partner Track ($170K + Bonus)
Tampa, FL $150,000.00-$170,000.00 16 hours ago Tampa, FL $106,500.00-$267,500.00 3 days ago Tampa, FL $84,500.00-$201,000.00 1 day ago Mergers and Acquisition Partnership Tax, Senior Manager
Tampa, FL $124,000.00-$335,000.00 2 weeks ago Tax Senior Manager, Alternative Investments
Tampa, FL $120,000.00-$205,000.00 1 week ago Corporate Tax Manager - Methods, Credits & Incentives
Manager, Corporate Tax: Banking/Insurance/Investment - (Remote Option)
Financial Services - Wealth and Asset Management - Tax Manager
Tampa, FL $115,000.00-$210,800.00 2 days ago Financial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGE
Tampa, FL $104,600.00-$191,600.00 2 days ago US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Senior Manager
Tampa, FL $150,000.00-$438,000.00 1 week ago Tampa, FL $125,000.00-$165,000.00 2 weeks ago Tampa, FL $108,000.00-$148,000.00 2 weeks ago Tampa, FL $84,500.00-$201,000.00 2 weeks ago Tampa, FL $140,000.00-$160,000.00 1 month ago Tax Manager, State and Local Tax (Sales Tax Compliance)
Tampa, FL $96,500.00-$228,500.00 2 weeks ago Thonotosassa, FL $130,000.00-$180,000.00 16 hours ago Tax Manager - (Remote/Hybrid) Path to Partner (up to $150K)
Tampa, FL $120,000.00-$150,000.00 4 days ago Clearwater, FL $140,000.00-$150,000.00 2 weeks ago Tampa, FL $125,200.00-$135,500.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr