Tax Principal

Jobot; Fort Lauderdale (FL); On-site; USD 220,000 - 250,000; Full time

Benefits offered by this job

Flexible schedule

Health insurance covered by employer

5.5 weeks PTO

Top 100 recognition

Job summary

Jobot in Fort Lauderdale is seeking a Tax Director to join our team as part of long-term succession planning. The role offers broad exposure across tax and accounting with leadership over client engagements.

You will oversee compilation and review, plan taxes for individuals and entities, and drive decision-making with financial analysis, while maintaining compliance and mentoring staff.

Qualifications

• 10+ years of progressive public accounting and private industry experience.
• CPA license is required.
• Master’s degree in Accounting, Taxation, or related field preferred.

Responsibilities

• Lead compilation and review engagements and oversee financial statement prep.
• Manage tax planning and compliance for individuals, corporations, and partnerships.
• Perform financial reporting and analysis to support client decisions.
• Research and resolve complex accounting and tax matters.
• Oversee engagement planning, risk assessment, and client relationships.

Skills

Leadership

Client management

Tax planning

Education

Master’s degree in Accounting/Taxation

CPA license

Job description

Job Details

Best Place to Work, Flexible Schedule, $200-250k, Exciting work and Great Culture with Growing Firm!

Salary: $220,000 - $250,000 per year.

This Jobot Job is hosted by: Albert Simons.

A bit about us

Our team brings decades of experience in listening, planning, and delivering honest guidance to our clients. From investment management and retirement planning for individuals, to tax full cycle accounting for businesses, we work closely with you to create a tailored plan that meets your needs today and prepares you for the future.

We begin by understanding your unique financial goals and needs. Through a detailed portfolio analysis and a thorough risk profile assessment, we craft a personalized strategy.

Why join us

• Best Place to Work for 9 consecutive years!
• Recognized for excellent culture!
• 5.5 weeks PTO!
• Health Insurance cost covered by employer
• Top 100 recognition
• 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.

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.