Tax Director

Jobot; Petaluma (CA); Presencial; USD 170.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability insurance

401(k) plan

Holidays

Parental leave

Career development

Mentorship programs

Descripción de la vacante

Jobot is seeking an experienced tax leader in California to drive the strategic direction of our tax practice, overseeing engagements for high-net-worth individuals, family offices, multi-entity groups, and cross-border operations. The role blends advisory leadership with deep tax expertise and team development.

Lead complex engagements, mentor managers, and collaborate across firm-wide resources to deliver integrated solutions and growth.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Tax leadership

CPA/EA license

Cross-border tax

M&A tax planning

Executive communication

Team coaching

Business development

Educación

Bachelor's degree in accounting

CPA/EA license preferred

Descripción del empleo

Job details

This Jobot Job is hosted by: Lauren Mills

Salary: $170,000 - $250,000 per year

A bit about us

Our firm is a well-established national advisory practice that combines technical expertise with a relationship-driven approach to accounting, assurance, tax, and advisory services. We foster a collaborative, high-performing culture that supports both career growth and work-life balance.

We're seeking an experienced tax leader to drive the strategic direction of our tax practice, overseeing complex engagements for high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses.

Why join us?

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (late December through New Year's Day)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs

Key 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

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 technologyTrack 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

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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