Director of Tax & Advisory Services - Hybrid Leader

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

Job summary

The Intersect Group is seeking a hands-on Director of Advisory, Tax & Client Accounting Services in Deerfield, FL. This hybrid role (3 days onsite) leads client accounting, tax planning, and advisory work while guiding a growing team.

You will review complex financial statements, provide strategic recommendations, and partner with firm leadership to scale operations and improve client service delivery. This is a high-visibility, impact-driven leadership position.

Qualifications

• Seven to ten years of progressive tax experience in public accounting.
• Three to five years of leadership, supervisory, or management experience.
• Enrolled Agent designation required.
• Strong experience with business and individual tax returns (1120, 1120S, 1065, 1040).
• Deep public accounting experience managing multiple client relationships.
• Ability to review financial statements for errors, risks and opportunities.

Responsibilities

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

Skills

Tax expertise

Enrolled Agent (EA)

Leadership

Client advisory

Public accounting

Tax return review

Financial statement review

Automation / process improvement

Excel proficiency

Communication

Tools

QuickBooks Online

TaxDome

Excel

Job description

The Intersect Group is seeking a hands-on Director of Advisory, Tax & Client Accounting Services in Deerfield, FL. This hybrid role (3 days onsite) leads client accounting, tax planning, and advisory work while guiding a growing team.

You will review complex financial statements, provide strategic recommendations, and partner with firm leadership to scale operations and improve client service delivery. This is a high-visibility, impact-driven leadership position.