Private Client Tax Director — Partner Track

Jobot; Kalamazoo (MI); On-site; USD 120,000 - 300,000; Full time

Benefits offered by this job

Competitive pay

Medical/Dental/Vision benefits

Paid holidays

Paid vacation

Company culture

Flexible hours

ESOP

Company activities

Job summary

Jobot is seeking a high-caliber Tax professional for a Director or higher role with significant public accounting experience in high-net-worth individuals and flows-through entities. The position offers a balance between challenging work and work-life harmony, with opportunities for leadership and career growth within our national CPA practice.

Qualifications include a Bachelor's in Accounting, CPA required, and a track record of managing complex engagements and client relationships.

Qualifications

• Bachelor’s degree in Accounting or related field; CPA license required or EA/JD.
• Significant public accounting experience in the last 5–7 years.
• Strong technical experience in HNWIs and flow-through entity tax.
• Experience preparing, reviewing, and advising on complex tax returns and tax accounting matters.
• Experience managing complex engagements, reviewing work, resolving technical tax issues, and maintaining strong client relationships.
• Demonstrated leadership experience, including mentoring and developing team members and overseeing engagement delivery.
• Strong communication, analytical, organizational, and project management skills.
• For Director/Principal candidates, ability to build client relationships, support business development, and contribute to revenue growth.

Responsibilities

• Build and maintain client relationships for applicable accounts.
• Lead and supervise engagements, review work, and resolve technical tax issues.
• Provide guidance on tax planning for high-net-worth individuals.
• Mentor and develop junior staff and oversee delivery of engagements.

Skills

Public accounting

HNWIs tax

Engagement management

Leadership

Communication

Client relationships

Education

Bachelor's degree in Accounting

CPA license or EA/JD

Job description

Jobot is seeking a high-caliber Tax professional for a Director or higher role with significant public accounting experience in high-net-worth individuals and flows-through entities. The position offers a balance between challenging work and work-life harmony, with opportunities for leadership and career growth within our national CPA practice.

Qualifications include a Bachelor's in Accounting, CPA required, and a track record of managing complex engagements and client relationships.