Tax Strategy Director for High-Net-Worth & Cross-Border

Jobot; Petaluma (CA); On-site; USD 170,000 - 250,000; Full time

Benefits offered by this job

Generous PTO

Medical/Dental/Vision insurance

401(k) retirement plan

Winter break holidays

Parental leave

Mentorship programs

Job summary

Jobot, a leading national advisory firm, is seeking an experienced tax leader to drive the strategic direction of our tax practice in California. You will oversee complex engagements for high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses.

Join a collaborative culture with strong growth and work-life balance. The role emphasizes leadership, mentorship, and cross-functional collaboration to deliver integrated client solutions while advancing firm-wide tax

Qualifications

• 10+ years of tax experience.
• CPA or EA license.
• Bachelor's degree in accounting or related field.
• Deep expertise in federal, state, and local tax law.
• Proven experience leading complex tax planning for HNW individuals, multi-entity structures, and cross-border operations.
• Strong business and financial acumen with the ability to advise at the executive/ownership level.
• Skilled with tax compliance and research technology.
• Track record of managing and developing teams.
• Strong executive communication and client-facing skills.
• Experience with business development, proposals, and pricing.
• Ability to manage multiple large engagements simultaneously.

Responsibilities

• Lead strategy and execution across complex tax engagements, ensuring accuracy and alignment with client goals.
• Advise on advanced tax strategies including M&A structuring, succession planning, and entity optimization.
• Partner with internal specialists and outside advisors to deliver integrated client solutions.
• Monitor tax legislation and translate regulatory changes into practical guidance and firmwide training.
• Ensure compliance with federal, state, and local tax regulations while identifying tax-saving opportunities.
• Improve internal processes, controls, and workflow tools to support scalability.
• Manage, coach, and develop senior managers and managers.
• Build long-term client relationships and support business development, including proposals and pricing strategy.
• Represent the firm at industry events to build visibility and thought leadership.
• Promote a culture of learning, including supporting staff toward CPA/EA/MST credentials.
• Oversee team resource planning and utilization.
• Meet annual billable-hour and productivity targets.

Skills

Tax leadership

HNW tax

Cross-border tax

Team management

Client development

Executive comms

Tax tech

Multiple engagements

Cross-entity tax

Advisory leadership

Education

CPA/EA license

Bachelor's in accounting

Job description

Jobot, a leading national advisory firm, is seeking an experienced tax leader to drive the strategic direction of our tax practice in California. You will oversee complex engagements for high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses.

Join a collaborative culture with strong growth and work-life balance. The role emphasizes leadership, mentorship, and cross-functional collaboration to deliver integrated client solutions while advancing firm-wide tax