Tax Director

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

Job summary

Jobot is seeking a Tax Director to advise high net worth individuals and business clients, lead complex tax strategy, and develop future leaders within a growing CPA firm.

The role offers a hybrid work environment with high impact, client leadership, and opportunities to influence growth, strategy, and people development across the firm.

Qualifications

• Lead complex tax engagements with multi-entity clients and high net worth individuals.
• Provide year‑round strategic tax planning including structuring and transactions.
• Mentor and develop managers, seniors and staff while ensuring technical excellence.

Responsibilities

• Lead complex tax engagements across individuals, partnerships, S‑Corps, C‑Corps, trusts and estates.
• Act as trusted advisor on entity structuring, transactions and succession planning.
• Oversee client relationships, staffing, budgets, timelines, profitability and quality.
• Partner with leadership on business development and practice growth.

Skills

Leadership

Client relationships

Tax planning

Engagement leadership

Mentoring

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

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.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy