Tax Director - Independent Firm

Jobot; West Palm Beach (FL); Hybrid; USD 200,000 - 250,000; Full time

Job summary

Jobot is seeking a Tax Director to join our Florida team on a hybrid schedule. The role offers broad exposure across tax and accounting with leadership of engagements and client relationships.

You will lead compilation and review engagements, manage tax planning for various clients, and contribute to strategic decision-making and financial reporting. The firm values growth and independence, with private ownership and a strong culture.

Qualifications

• 10+ years of progressive experience in public accounting and private industry (tax and accounting).
• Strong experience with compilation and review engagements.
• CPA license and Master’s degree in Accounting/Taxation or related field preferred.

Responsibilities

• Lead compilation and review engagements, including oversight of financial statement preparation.
• Manage tax planning and compliance for individual, corporate, and partnership clients.
• Perform financial reporting and analysis to support client decision-making.
• Research and resolve complex accounting and tax matters.
• Oversee engagement planning, risk assessment, and client relationship management.

Skills

Engagement leadership

Financial analysis

Client communications

Education

CPA license

Master’s degree in Accounting/Taxation

Job description

Job details

Growing midsize firm, Hybrid Schedule. This Jobot Job is hosted by: Albert Simons. Salary: $200,000 - $250,000 per year.

A bit about us

Because we're privately owned and independent, we're free to do things that are in the best interest of our people without outside investors or private equity calling the shots. We invest in lasting client relationships, offer truly objective advice, and build a workplace where people collaborate, lead with purpose, and bring new ideas to the table. Our independence isn't just a structure; it's a commitment to doing right by the people we serve.

Due to our rapid growth and the tenure of our leadership team, we're actively looking for a highly motivated, entrepreneurial, and detail-oriented Tax Director.

Why join us

• Best Place to Work for 9 consecutive years!


• Recognized for excellent culture!


• 20%+ YOY growth for the last two years!


• Flexible schedule!

Job Details

We are seeking a Tax Director to join our team as part of our long-term succession planning strategy tied to upcoming leadership retirements. This role offers broad exposure across both tax and accounting functions, along with significant client and engagement leadership responsibilities.

Key Responsibilities

• Lead compilation and review engagements, including oversight of financial statement preparation


• Manage tax planning and compliance for individual, corporate, and partnership clients


• Perform financial reporting and analysis to support client decision-making


• Research and resolve complex accounting and tax matters


• Oversee engagement planning, risk assessment, and client relationship management

Qualifications

• 10+ years of progressive experience in public accounting and private industry (tax and accounting)


• Strong experience with compilation and review engagements


• CPA license


• Master’s degree in Accounting, Taxation, or related field preferred

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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