Director of Taxes & Operations

Neil Jesani Advisors, Inc.; Florida; On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

401(k) match up to 5%

Health insurance

PTO + holidays

Executive bonuses

Job summary

Neil Jesani Advisors, Inc. is seeking a Director of Taxes & Operations to lead the tax preparation, review, and compliance division. This full-time, in-person role is based in South Florida and oversees 20+ tax professionals, ensuring end-to-end tax production with technical excellence.

The ideal candidate has 15+ years of tax experience, active CPA/EA/JD, and expertise in multi-state filings and equity compensation. Competitive executive compensation and benefits are offered.

Qualifications

• Active CPA, EA, or JD with tax specialization.
• Experience leading a large tax team in a high-volume environment.
• Strong knowledge of multi-state tax, equity compensation, and tax controversy.

Responsibilities

• Direct end-to-end tax preparation, review, and filing for diverse entities.
• Serve as final technical review authority on complex client filings.
• Lead and optimize tax department operations and KPIs.
• Provide executive-level tax advisory to clients and internal stakeholders.

Skills

CPA/EA/JD license

Education

Bachelor’s in Accounting/Finance

MST/MAcc/LL.M. in Taxation preferred

Job description

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 Director 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.

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.
• 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

• 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.

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.

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

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