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Jobot, a leading tax and advisory firm, is seeking a senior leadership role in Dallas to drive growth within our Private Client Services practice while balancing work and life. You will mentor staff, strengthen client relationships, and craft long-term tax strategies for high-net-worth individuals and family offices.
Ideal candidates bring 2+ years managing public accounting teams, CPA/EA/JD credentials, and a track record of building high-net-worth client portfolios.
Job details: One of the Top Tax firms in the US, growth opportunity & life balance!
This Jobot Job is hosted by: Ruby Voight
Salary: $120,000 - $200,000 per year
We are a nationally recognized professional services firm providing tax, accounting, advisory, and consulting solutions to individuals, families, and businesses. Our Private Client Services practice works with high-net-worth and ultra-high-net-worth individuals, family offices, business owners, and multigenerational families to navigate complex tax matters and long-term financial planning needs.
Our professionals combine deep technical expertise with a relationship-driven approach, delivering personalized service while collaborating across a broad network of experienced tax and advisory professionals.
These leadership opportunities offer the chance to influence practice growth, mentor and develop talent, strengthen client relationships, and help shape the future of a growing Private Client Services practice. For professionals with an entrepreneurial mindset and established business development capabilities, there is meaningful opportunity to expand client relationships and contribute to long-term market growth.
Qualifications:
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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