Director of Taxes & Operations

About Neil Jesani Advisors

Neil Jesani Advisors is a national tax, accounting, and financial firm specializing in proactive tax strategy, multi-year structural tax optimization, family office wealth management, and tax controversy defense. Delivering CFO-level advisory, RSU/equity compensation management, and private client services, we serve tech founders, C-suite executives, and high-earning professionals navigating complex tax burdens and equity-based compensation events.

Through integrated tax, financial, and wealth advisory services, our mission is to empower leaders and enterprise teams to protect, grow, and optimize their wealth while reducing their federal and state tax burden legally and ethically.

While Neil Jesani Advisors does not operate as a traditional accounting firm, our top-line revenue places us among the top 50 largest U.S. accounting firms. Despite our rapid growth, our focus remains firmly on delivering maximum value to our clients.

Role Summary:

As the D irector of Taxes & Operations, you will serve as the operational backbone and senior technical authority for the firm’s tax preparation, review, and compliance division. This is a full-time, in-person leadership role designed for an accomplished tax executive capable of directing end-to-end tax production while leading a high-performing department of 20+ tax professionals.

Reporting directly to the EVP of Tax, you will oversee the preparation and multi-tier review of complex federal and multi-state tax returns for our high-net-worth (HNW) and ultra-high-net-worth (UHNW) private clients, enterprise entities, and family offices. Beyond technical tax excellence, you will steer departmental operations: optimizing workflow architecture, managing capacity and resource allocation, standardizing quality-control mechanisms, integrating advanced tax technology, and fostering elite technical development across your team.

Key Responsibilities:

Tax Practice Leadership & Technical Quality Control

• Direct the end-to-end preparation, review, and filing lifecycle for sophisticated individual (Form 1040), partnership (Form 1065), corporate (Forms 1120/1120-S), trust/estate (Form 1041), and gift tax (Form 709) returns.
• Act as the final technical review authority on multi-tiered, complex client filings involving equity compensation (RSUs, ISOs, NQSOs, 83(b) elections), multi-state apportionments, tiered pass-through entities, and foreign asset reporting.
• Ensure strict adherence to internal review standards, Circular 230 guidelines, statutory deadlines, and ethical codes of practice.
• Partner seamlessly with the firm’s strategic tax planning and controversy teams to translate multi-year tax blueprints into compliant tax filings.

Operational Architecture & Workflow Management

• Lead, architect, and optimize tax department operations, systems, and resource planning to ensure peak operational velocity and zero-defect delivery across filing seasons.
• Supervise, mentor, and scale a high-volume tax team of 20+ professionals (managers, senior reviewers and preparers), establishing clear KPIs, accountability frameworks, and performance benchmarks.
• Design and implement modern workflow management protocols, load balancing, real-time bottleneck identification, and milestone tracking from initial client document ingestion through final delivery and e-filing.

Client Delivery & Executive Advisory

• Serve as a senior technical authority in high-stakes client conferences, deconstructing intricate tax returns and filing positions for tech founders, serial entrepreneurs, and executive leadership.
• Oversee client onboarding for tax compliance workflows, ensuring timely gathering of source documentation, resolution of complex tax notices, and proactive client communication during crunch periods.
• Collaborate cross-functionally with private wealth managers, estate planning attorneys, and fractional CFOs to ensure unified advisory execution across all client touchpoints.

Team Development & Continuous Improvement

• Cultivate a culture of continuous technical education, designing internal training curricula around evolving tax codes, court rulings, and multi-state tax changes.
• Conduct regular performance evaluations, identify operational friction points, and implement ongoing process improvements to elevate departmental efficiency and employee engagement.

Qualifications & Skills:

Credentials & Licensing

• Active license in good standing as a Certified Public Accountant (CPA), Enrolled Agent (EA), or Juris Doctor (JD) with a dedicated focus on taxation.

Professional Experience

• 15+ years of hands-on experience in complex federal and multi-state tax preparation and review, primarily servicing HNW/UHNW individuals, executive compensation structures, and closely held businesses.
• Demonstrated track record of directly managing, developing, and scaling a tax team of 20+ professionals in a fast-paced, high-volume environment (national accounting firm, elite regional firm, or private family office practice).

Technical & Operational Mastery

• Deep expertise in individual taxation (Schedule C, complex Schedule E, AMT, Net Investment Income Tax) and pass-through taxation (allocations, basis schedules, capital accounts, debt restructuring).
• Proven ability to engineer operational workflows, establish departmental SLAs, and manage billable/realization metrics without compromising technical precision.

Leadership & Executive Presence

• Decisive operational leadership with the ability to manage high-pressure tax deadlines, set unambiguous expectations, and inspire accountability across a sizable team.
• Polished, executive-level communication and interpersonal skills, equally comfortable breaking down technical tax nuances for clients and presenting operational readouts to executive stakeholders.

Education

• Bachelor’s degree in Accounting, Finance, or a related discipline.
• Master of Science in Taxation (MST), Master of Accounting (MAcc), or LL.M. in Taxation is strongly preferred.

Work Arrangement, Compensation & Benefits:

At Neil Jesani Advisors, exceptional talent earns exceptional rewards. We provide premier executive compensation, operational autonomy, and institutional-grade resources.

• Employment Type & Location: Full-time, 100% in-person role based out of our South Florida offices, driving direct collaboration, real-time operational oversight, and team mentorship.
• Target Total Compensation: Highly competitive executive package featuring a substantial base salary plus performance-driven departmental bonuses and leadership incentives.
• 401(k) Plan: Company match up to 5%.
• Health Coverage: Premium medical, dental, and vision insurance packages.
• Paid Time Off: 15 PTO days plus 10 paid major public holidays and supplemental firm holidays.
• Work Culture: High-performance, intellectually rigorous, and collaborative environment focused on modernizing the tax and wealth advisory landscape.

How to Apply

If you are a proven tax executive ready to steer operations and quality across a rapidly expanding, top-tier advisory firm, we invite you to apply. Join us in setting a new standard for tax compliance, structural strategy, and operational excellence.

Neil Jesani Advisors is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive, high-performance environment for all employees.