Tax Director

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

Benefits offered by this job

Generous PTO

Medical/Dental/Vision insurance

401(k) retirement plan

Winter break holidays

Parental leave

Mentorship programs

Job summary

Jobot, a leading national advisory firm, is seeking an experienced tax leader to drive the strategic direction of our tax practice in California. You will oversee complex engagements for high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses.

Join a collaborative culture with strong growth and work-life balance. The role emphasizes leadership, mentorship, and cross-functional collaboration to deliver integrated client solutions while advancing firm-wide tax

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

HNW tax

Cross-border tax

Team management

Client development

Executive comms

Tax tech

Multiple engagements

Cross-entity tax

Advisory leadership

Education

CPA/EA license

Bachelor's in accounting

Job description

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

Job Details

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 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

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, and 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.