Director of Tax Advisory & Client Accounting (Hybrid)

The Intersect Group; Florida; Hybrid; USD 150,000 - 200,000; Full time

Job summary

The Intersect Group is seeking a Director of Advisory, Tax & Client Accounting Services in Fort Pierce, FL. This leadership role oversees client accounting, tax planning, and financial statement review, partnering with firm leadership to scale operations and enhance service delivery.

Candidates should bring 7–10 years in tax within public accounting, plus 3–5 years of leadership experience. The role blends hands-on technical work with strategic advisory, client relationship management, and

Qualifications

• 7–10 years of progressive tax experience in public accounting.
• 3–5 years of leadership, supervisory, or management experience.
• Strong experience with business and individual tax returns (1120, 1120S, 1065, 1040).
• Public accounting background managing multiple client relationships.
• Ability to review financial statements and identify tax planning opportunities.

Responsibilities

• Review and close client financial statements, ensuring accuracy and timely delivery.
• Identify and resolve balance sheet issues and account classification errors.
• Interpret business and individual tax returns to provide planning recommendations.
• Lead quarterly advisory meetings with clients and deliver insights.
• Advise clients on cash flow, entity structures, and performance improvement.
• Manage client relationships as the primary advisor across accounting and tax.
• Mentor accounting and tax professionals while serving as a technical resource.
• Improve workflows and service delivery through technology and processes.
• Support growth initiatives and scalability of operations.
• Partner with firm leadership on strategic planning and development.

Skills

Client relationship management

Communication

Presentation skills

Leadership

Strategic advisory

Team mentoring

Tools

QuickBooks Online

TaxDome

Microsoft Excel

Job description

The Intersect Group is seeking a Director of Advisory, Tax & Client Accounting Services in Fort Pierce, FL. This leadership role oversees client accounting, tax planning, and financial statement review, partnering with firm leadership to scale operations and enhance service delivery.

Candidates should bring 7–10 years in tax within public accounting, plus 3–5 years of leadership experience. The role blends hands-on technical work with strategic advisory, client relationship management, and