Tax Director

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

Job details

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.

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 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

Equal Opportunity

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.

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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