Tax Director

Jobot; Dresher (Montgomery County); Hybrid; USD 175,000 - 225,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Jobot is seeking a Tax Director to advise high-net-worth individuals and closely held businesses, leading sophisticated tax strategy and growth. You will mentor managers, seniors, and staff while partnering with firm leadership on business development.

The role offers a hybrid work environment with direct access to Partners and key clients. Active CPA with 10+ years of public accounting tax experience is required, including complex engagement management and client relationship ownership.

Qualifications

• Active CPA required with 10+ years of recent public accounting tax experience.
• Experience leading complex engagements and owning client relationships.
• Proven staff leadership and mentoring abilities.

Responsibilities

• Lead complex tax engagements for high-net-worth individuals and businesses.
• Provide year-round strategic tax planning across entities (individual, partnership, S-Corp, C-Corp, trust, estate).
• Advise on structuring, transactions, succession planning, and tax-saving strategies.

Skills

Leadership

Client relationships

Engagement management

Staff leadership

CPA

Education

CPA license

Job description

Tax Director | Advise HNW & Business Clients, Lead Complex Tax Strategy & Develop Future Leaders with a Growing CPA Firm

Salary: $175,000 - $225,000 per year

A bit about us:

We are a fast-growing, specialized CPA and advisory firm located just outside Philadelphia, serving high-net-worth individuals, entrepreneurs, closely held businesses, trusts, estates, partnerships, and corporations. Our culture combines technical excellence with personalized client service, professional development, and a strong commitment to our people and community.

Why join us?

• High-impact leadership role with direct access to Partners and key clients
• Advise sophisticated HNW individuals, entrepreneurs, and closely held businesses
• Opportunity to influence firm growth, strategy, and business development
• Lead and develop Managers, Seniors, and Staff while building future firm leaders
• Hybrid environment with long-term professional growth and advancement potential

Job Details

• Lead complex tax engagements and provide year-round strategic planning across individual, partnership, S-Corp, C-Corp, trust, and estate taxation
• Serve as a trusted advisor to key clients on entity structuring, business transactions, succession planning, and tax-saving strategies
• Manage a portfolio of client relationships while overseeing engagement staffing, budgets, timelines, profitability, and technical quality
• Lead, mentor, and develop Managers, Seniors, and Staff while promoting accountability and technical excellence
• Partner with firm leadership on business development, client expansion, recruiting, process improvements, and overall practice growth
• Qualifications: Active CPA required with 10+ years of recent public accounting tax experience, including complex engagement management, client relationship ownership, and professional staff leadership.

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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