Perfect for someone looking to exit Public Accounting and work a standard 40-hour week!This Jobot Job is hosted by: Zach Allison
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $180,000 - $250,000 per year
A bit about us:We have partnered with a well-established wealth management and advisory firm that provides comprehensive financial planning, estate planning, and investment advisory services to high-net-worth individuals and business owners. They’re expanding their capabilities by launching an in-house Tax Advisory division — and they’re looking for an experienced Tax Director to build and lead it.
This is a rare opportunity for a public accounting professional to step away from the grind of billable hours and help shape a new practice inside a client-focused environment.
Why join us?- Leadership opportunity to build a tax practice from the ground up.
- Stable 40-hour work week and strong work/life balance — no public accounting burnout.
- Hybrid schedule in 92618 (3-4 days in office per week)
- Competitive pay structure with fully paid employee healthcare and bonus potential.
- Collaborative, client-focused culture with direct access to firm leadership.
Job DetailsAs Tax Director, you’ll have the autonomy and support to design, grow, and lead a new Tax Advisory practice from the ground up. You’ll play a key role in advising clients and integrating tax strategy into broader wealth and estate planning.
Key responsibilities include:
- Build and scale a tax advisory service line serving high-net-worth individuals, trusts, and flow-through entities.
- Oversee complex individual, partnership, corporate, and fiduciary tax compliance and planning.
- Develop and present proactive tax strategies to clients and advisors.
- Collaborate with internal wealth, estate, and investment professionals to deliver holistic solutions.
- Recruit, train, and manage tax staff as the practice expands.
- Stay current on federal and state tax developments and translate them into actionable client strategies.
Qualifications:
- Bachelor’s degree in Accounting or related field required.
- Active CPA license required.
- 8+ years of progressive tax experience with expertise in high-net-worth clients required.
- Proven background in tax strategy and compliance for individuals, partnerships, and corporations.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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