Tax Director - Private Client Services HNW

Jobot

Atlanta (GA)

On-site

USD 120,000 - 250,000

Full time

2 days ago
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Benefits offered by this job

Medical, Dental and Vision Benefits
Paid Holidays
Paid Vacation
ESOP
Flexible Hours
Great Company Culture
Team activities

Job summary

Jobot, a national CPA firm, seeks a Tax Director with 8+ years in public accounting and 5+ years in management to lead Private Client Services involving UHNWIs, trusts, gifts, and estates. The role offers work/life balance and partner-track potential across multiple offices.

Join a large firm operating with local culture, flexible hours, and opportunities to grow within a dynamic client base. Competitive compensation is provided.

Qualifications

  • BS/BA in accounting or related field.
  • CPA preferred (or EA, JD).
  • 8+ years of experience in Public Accounting, 5+ years in management.
  • Private Client Services experience, UHNWIs, trusts, gifts and estates.

Skills

Private Client Services
UHNWIs focus
Gifts and estates
Tax strategy

Education

BS/BA in accounting or related field
CPA preferred (or EA, JD)

Job description

Job details

Top 20 firm with balance + Partner track!

This Jobot Job is hosted by: Ruby Voight

Salary: $120,000 - $250,000 per year

A bit about us

We are a national CPA firm offering a unique opportunity for Tax professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love what you do and we provide opportunities that align with your strengths and talents! We believe in employee's each having their own voices and ideas - we want you to be able to build a long term career with us! What that means for you, is that we expect you to enjoy a work life balance that promote a fulfilling career, personal health, well being and family life!

Although we are large, we operate each branch as an individual entity to allow for a strong culture, however the opportunities to expand are available as well due to our footprint!

If you are a Tax Director with at least 5 years of experience within public accounting (or a mix within industry accounting) and a focus on Private Client Services icluding UHNWIs, trust, gifts ,and estates, then please read on….

Why join us

Do you want to work with some of the nations best Clients AND enjoy a GREAT work/life balance? We do too!

  • Competitive Pay!
  • Medical, Dental and Vision Benefits
  • Paid Holidays
  • Paid Vacation
  • Great Company Culture
  • Flexible Hours
  • ESOP!
  • Fun Company Activities
  • Large net but regional focus = growth opportunity but smaller company-feel
Job Details
Qualifications
  • BS/BA in accounting or related field
  • CPA preferred (or EA, JD)
  • 8+ years of experience in Public Accounting, 5+ in management
  • Private Client Services experience

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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