Tax Director

Jobot; Woodcliff Lake (NJ); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive salary

Medical, dental, vision insurance

401(k) with profit-sharing

FSA and HSA

Life/AD&D and voluntary life insurance

Parental leave

Generous PTO and holidays

Wellness programs

Training and professional development

Mentorship and leadership development

Community involvement

Career growth opportunities

Job summary

Jobot is seeking a senior tax professional in New Jersey to lead tax compliance and planning for high-net-worth individuals and families. The role focuses on reviewing complex returns (1040, partnerships, S corps, trusts), and advising on wealth transfer and estate planning while managing client relationships.

The position offers a hybrid work schedule, competitive salary, and opportunities for mentorship, leadership development, and career growth in a dynamic private client services practice.

Responsibilities

• Lead and manage tax compliance and consulting engagements for high-net-worth individuals, families, family offices, and closely held entities.
• Review complex tax returns including Form 1040, Partnership, S Corporation, Trust and Estate, and Gift Tax returns.
• Develop and implement advanced tax planning strategies related to income tax, estate tax, gift tax, and wealth transfer planning.
• Serve as the primary advisor and relationship manager for clients.
• Identify tax-saving opportunities and provide proactive advisory services.
• Manage multiple client engagements and ensure timely delivery of services.
• Mentor, coach, and develop Tax Managers, Senior Associates, and Staff.
• Review technical work and provide tax guidance to engagement teams.
• Collaborate with firm leadership on client growth and practice development initiatives.
• Participate in networking, business development, proposal preparation, and client presentations.
• Monitor tax law changes and ensure compliance with applicable regulations.
• Partner with leadership to expand and strengthen the Private Client Services practice.

Job description

Job Details

Salary: $150,000 - $200,000 per year

Benefits

• Competitive salary of $150,000-$200,000 plus discretionary performance bonus
• Hybrid work schedule with in-office collaboration and flexibility
• Comprehensive medical, dental, and vision benefits
• 401(k) plan and profit-sharing program
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Basic Life, AD&D, and voluntary life insurance
• Inclusive parental leave benefits
• Generous PTO and paid firm holidays
• Employee wellness and assistance programs
• Training, certification, and professional development opportunities
• Recognition and rewards programs
• Community involvement and volunteer initiatives
• Strong mentorship, leadership development, and career growth opportunities

Responsibilities

• Lead and manage tax compliance and consulting engagements for high-net-worth individuals, families, family offices, and closely held entities.
• Review complex tax returns including:
  • Form 1040
  • Partnership returns
  • S Corporation returns
  • Trust and Estate returns
  • Gift Tax returns
• Develop and implement advanced tax planning strategies related to:
  • Income tax
  • Estate tax
  • Gift tax
  • Wealth transfer planning
• Serve as the primary advisor and relationship manager for clients.
• Identify tax-saving opportunities and provide proactive advisory services.
• Manage multiple client engagements and ensure timely delivery of services.
• Mentor, coach, and develop Tax Managers, Senior Associates, and Staff.
• Review technical work and provide tax guidance to engagement teams.
• Collaborate with firm leadership on client growth and practice development initiatives.
• Participate in networking, business development, proposal preparation, and client presentations.
• Monitor tax law changes and ensure compliance with applicable regulations.
• Partner with leadership to expand and strengthen the Private Client Services practice.

Equal Opportunity Statement

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.

Background Screening

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.