Tax Director - HNW!

Jobot; Cleveland (OH); Remote; USD 150,000 - 180,000; Full time

Benefits offered by this job

Excellent benefits

Fully remote work options

Job summary

A leading consulting firm is looking for a tax advisor with a strong background in client service. This fully remote role involves supporting tax planning for businesses and high-net-worth individuals while collaborating across diverse industries. Candidates should be proactive and enjoy team mentorship in a family-friendly culture that values work-life balance and professional growth.

Qualifications

• Experience in tax planning for closely held businesses and high-net-worth individuals.
• Ability to deliver strategic advisory and consulting services across various industries.

Responsibilities

• Support sophisticated tax planning efforts for various clients.
• Mentor and supervise team members.
• Lead client service teams to ensure satisfaction and efficient service delivery.

Skills

Strong tax background

Proactive

Client collaboration

Job description

Overview

REMOTE - Top rated firm in NE. This Jobot Job is hosted by Albert Simons. Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Base pay range

$150,000.00/yr - $180,000.00/yr

About the role

Are you someone who focuses on client service and tax advisory for a range of industries? We are a specialized firm offering a boutique feel. We proudly serve businesses and families throughout New England. Our team of seasoned professionals delivers strategic, personalized financial guidance tailored to each client’s unique needs.

As our firm continues to expand, exciting new roles are available. If you have a strong tax background, take initiative, and enjoy collaborating with a wide range of industries and clients, we’d love to hear from you. We offer a supportive, team-oriented environment, leadership that values work-life balance, a family-friendly culture, competitive compensation and benefits, and clear paths for professional growth.

Responsibilities

• Support sophisticated tax planning efforts for closely held businesses and high-net-worth individuals
• Develop deep expertise in the firm’s niche industries and deliver strategic advisory and consulting services
• Mentor, supervise, and provide performance feedback to team members
• Collaborate with firm leadership to structure and manage a variety of client engagements
• Lead client service teams, ensuring exceptional client satisfaction, timely and efficient service delivery, and continuous team development
• Analyze and communicate solutions to complex tax matters, applying creativity, thorough research, and a strong understanding of tax regulations and their implications

Qualifications

• Strong tax background
• Proactive, takes initiative, and collaborates with clients across industries
• Ability to work with a wide range of industries and clients and deliver strategic advisory and consulting services

Company and culture

We are a boutique, client-service oriented firm serving businesses and families throughout New England. Our team values work-life balance, a family-friendly culture, and professional growth opportunities.

Benefits

• Excellent benefits
• Fully remote work options

Equal Opportunity Employer

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Note: Jobot may perform background checks with authorization and will consider qualified candidates with criminal histories in a manner consistent with applicable laws, including but not limited to local fair chance laws.