Tax Director

Overview

Want to learn more about this role and Jobot? Click our Jobot logo and follow our Linked In page!

Job details:
Perfect for someone looking to exit Public Accounting and work a standard 40-hour week!

This Jobot Job is hosted by:
Zach Allison

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary: $180,000 - $250,000 per year

We have partnered with a well-established wealth management and advisory firm that provides comprehensive financial planning, estate planning, and investment advisory services to high-net-worth individuals and business owners. They’re expanding their capabilities by launching an in-house Tax Advisory division — and they’re looking for an experienced Tax Director to build and lead it.

This is a rare opportunity for a public accounting professional to step away from the grind of billable hours and help shape a new practice inside a client-focused environment.

• Leadership opportunity to build a tax practice from the ground up.
• Stable 40-hour work week and strong work/life balance — no public accounting burnout.
• Hybrid schedule in 92618 (3-4 days in office per week)
• Competitive pay structure with fully paid employee healthcare and bonus potential.
• Collaborative, client-focused culture with direct access to firm leadership.

As Tax Director, you’ll have the autonomy and support to design, grow, and lead a new Tax Advisory practice from the ground up. You’ll play a key role in advising clients and integrating tax strategy into broader wealth and estate planning.

Key responsibilities include:

• Build and scale a tax advisory service line serving high-net-worth individuals, trusts, and flow-through entities.
• Oversee complex individual, partnership, corporate, and fiduciary tax compliance and planning.
• Develop and present proactive tax strategies to clients and advisors.
• Collaborate with internal wealth, estate, and investment professionals to deliver holistic solutions.
• Recruit, train, and manage tax staff as the practice expands.
• Stay current on federal and state tax developments and translate them into actionable client strategies.

• Bachelor’s degree in Accounting or related field required.
• Active CPA license required.
• 8+ years of progressive tax experience with expertise in high-net-worth clients required.
• Proven background in tax strategy and compliance for individuals, partnerships, and corporations.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Want to learn more about this role and Jobot? Click our Jobot logo and follow our Linked In page!