Strategic Tax Director: M&A & Succession Planning

Jobot; Petaluma (CA); On-site; USD 170,000 - 250,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vis

Life and disability insurance

401(k) retirement savings plan

Paid holidays including winter break

Paid parental leave after one year

Job summary

Jobot is seeking a senior tax leader to drive strategy and execution across complex engagements for high-net-worth individuals and multi-entity structures. You will partner with internal and external advisors, supervise senior managers, and guide cross-border tax planning while ensuring compliance and identifying opportunities.

The role requires deep federal/state/local tax knowledge, executive communication, and a track record in business development and pricing.

Qualifications

• 10+ years of tax experience
• CPA or EA license
• Bachelor's degree in accounting or related field
• Deep expertise in federal, state, and local tax law
• Proven experience leading complex tax planning for HNW individuals, multi-entity structures, and cross-border operations
• Strong business and financial acumen with the ability to advise at the executive/ownership level
• Skilled with tax compliance and research technology
• Track record of managing and developing teams
• Strong executive communication and client-facing skills
• Experience with business development, proposals, and pricing
• Ability to manage multiple large engagements simultaneously

Responsibilities

• Lead strategy and execution across complex tax engagements, ensuring accuracy and alignment with client goals
• Advise on advanced tax strategies including M&A structuring, succession planning, and entity optimization
• Partner with internal specialists and outside advisors to deliver integrated client solutions
• Monitor tax legislation and translate regulatory changes into practical guidance and firmwide training
• Ensure compliance with federal, state, and local tax regulations while identifying tax-saving opportunities
• Improve internal processes, controls, and workflow tools to support scalability
• Manage, coach, and develop senior managers and managers
• Build long-term client relationships and support business development, including proposals and pricing strategy
• Represent the firm at industry events to build visibility and thought leadership
• Promote a culture of learning, including supporting staff toward CPA/EA/MST credentials
• Oversee team resource planning and utilization
• Meet annual billable-hour and productivity targets

Skills

Tax leadership

Executive communication

Client facing

Business development

Team coaching

Strategic advisory

Education

Bachelor's degree in accounting or related field

CPA or EA license

Job description

Jobot is seeking a senior tax leader to drive strategy and execution across complex engagements for high-net-worth individuals and multi-entity structures. You will partner with internal and external advisors, supervise senior managers, and guide cross-border tax planning while ensuring compliance and identifying opportunities.

The role requires deep federal/state/local tax knowledge, executive communication, and a track record in business development and pricing.