This Jobot Job is hosted by: Lauren Mills
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Salary: $170,000 - $250,000 per year
A bit about us:Our firm is a well-established national advisory practice that combines technical expertise with a relationship-driven approach to accounting, assurance, tax, and advisory services. We foster a collaborative, high-performing culture that supports both career growth and work-life balance.
We're seeking an experienced tax leader to drive the strategic direction of our tax practice, overseeing complex engagements for high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses.
Why join us?- Generous paid time off
- Comprehensive medical, dental, and vision coverage, plus life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter break (late December through New Year's Day)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
Job DetailsKey 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
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
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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