Tax Director

A bit about us:

We are a rapidly growing public accounting and advisory firm with a strong reputation for delivering exceptional tax, accounting, and consulting services to privately held businesses, high-net-worth individuals, real estate investors, and entrepreneurial clients. Our team is committed to building lasting client relationships while fostering a collaborative, people-first culture where professionals are empowered to grow their careers.

As our firm continues to expand, we're seeking an experienced Tax Director who is passionate about leadership, technical excellence, and delivering exceptional client service. This is an outstanding opportunity to join a firm that values mentorship, professional development, and long-term career advancement.

Why join us?

• Join a respected and growing public accounting firm with an ambitious vision for the future.
• Hybrid work environment offering flexibility and work-life balance.
• Opportunity to lead complex client engagements while helping shape the future of the tax practice.
• Collaborative leadership team that values innovation, teamwork, and continuous improvement.
• Work with a diverse client base spanning closely held businesses, real estate, high-net-worth individuals, partnerships, corporations, trusts, and multi-state entities.
• Significant opportunity for career growth and long-term leadership advancement.
• Competitive compensation and comprehensive benefits package.

Job Details

What You'll Do

As a Tax Director, you'll serve as a trusted advisor to clients while providing strategic leadership to the tax department. You'll oversee complex tax engagements, mentor team members, and help drive operational excellence throughout the practice.

Responsibilities include:

• Lead all phases of tax planning, compliance, research, and consulting engagements.
• Review and prepare complex Individual, Partnership, Corporate, Fiduciary, and Multi-State tax returns.
• Develop strategic tax planning solutions that minimize client tax exposure while ensuring compliance.
• Stay current on changing federal, state, and local tax legislation and advise clients accordingly.
• Identify tax planning opportunities, industry-specific risks, and value-added consulting opportunities.
• Oversee multiple client engagements while ensuring quality, accuracy, and timely delivery.
• Review engagement workpapers and communicate key findings and recommendations to firm leadership.
• Coordinate engagement staffing, scheduling, budgeting, and workflow management.
• Mentor, coach, and develop tax professionals while fostering a collaborative team environment.
• Build and maintain strong client relationships through exceptional communication and trusted advisory services.
• Utilize industry-leading technology, including UltraTax CS, Checkpoint, Microsoft Office, and QuickBooks.
• Assist firm leadership with administrative initiatives, operational improvements, and practice growth.

Qualifications:

• Bachelor's degree in Accounting.
• Active CPA license required.
• 7+ years of progressive public accounting experience within a CPA firm.
• Prior experience managing complex tax engagements and supervising staff.
• Strong technical knowledge of federal, state, and multi-state taxation.
• Experience preparing and reviewing Individual, Partnership, Corporate, and Fiduciary tax returns.
• Real estate industry experience is highly preferred.
• Proficiency with UltraTax CS, Checkpoint, Microsoft Office Suite, and QuickBooks is preferred.
• Exceptional communication and client relationship management skills.
• Highly organized with excellent project management and time management abilities.
• Strong leadership skills with a passion for mentoring and developing others.
• Positive, solutions-oriented mindset with a commitment to delivering outstanding client service.

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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy