Tax Director - High Net Worth (Partner Path)
Jobot, Tampa, FL, United States
Tax Director – High Net Worth (Partner Path)
We are a mid‑sized firm seeking a dynamic and experienced Tax Director for our high‑net‑worth practice. The role offers a clear path to partnership and requires strategic tax planning, compliance, and client advisory services for high net worth individuals and families.
Key Details
Location: Hybrid – remote with in‑office work as needed
Compensation: $120,000 – $200,000 per year
Benefits: Unlimited PTO, paid holidays, medical/dental/vision, 401(k) match
Client focus: Average net worth >$10 million
Partner path
Responsibilities
Provide comprehensive tax planning and advisory services to high net worth individuals, families, and related entities.
Oversee all aspects of tax compliance, including preparation and review of tax returns and projections.
Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes.
Stay abreast of latest developments in tax law and regulations to ensure compliance and offer proactive advice.
Build and maintain strong client relationships, understanding unique needs and delivering exceptional service.
Collaborate with partners and team members to ensure a coordinated and integrated approach to client service.
Provide thought leadership, support firm growth by identifying new business opportunities and participating in marketing initiatives.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; master’s in taxation or CPA highly preferred.
Minimum 5 years experience in a tax role focused on high net worth clients, preferably in public accounting or law firm.
In‑depth knowledge of tax accounting, law, planning, advisory, and compliance.
Strong analytical skills to interpret complex tax legislation and provide practical advice.
Excellent communication and interpersonal skills; ability to build strong client and team relationships.
Proactive, entrepreneurial mindset; ability to identify and pursue new business opportunities.
Commitment to delivering exceptional client service and contributing to firm growth.
Why Join Us?
Partner path
High net worth focus – average client >$10 million net worth
Hybrid work model
Unlimited PTO
Paid holidays
Medical/dental/vision coverage
401(k) match
Application Interested? Apply via Easy Apply and submit your résumé to Joseph Sipocz.
#J-18808-Ljbffr
Key Details
Location: Hybrid – remote with in‑office work as needed
Compensation: $120,000 – $200,000 per year
Benefits: Unlimited PTO, paid holidays, medical/dental/vision, 401(k) match
Client focus: Average net worth >$10 million
Partner path
Responsibilities
Provide comprehensive tax planning and advisory services to high net worth individuals, families, and related entities.
Oversee all aspects of tax compliance, including preparation and review of tax returns and projections.
Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes.
Stay abreast of latest developments in tax law and regulations to ensure compliance and offer proactive advice.
Build and maintain strong client relationships, understanding unique needs and delivering exceptional service.
Collaborate with partners and team members to ensure a coordinated and integrated approach to client service.
Provide thought leadership, support firm growth by identifying new business opportunities and participating in marketing initiatives.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; master’s in taxation or CPA highly preferred.
Minimum 5 years experience in a tax role focused on high net worth clients, preferably in public accounting or law firm.
In‑depth knowledge of tax accounting, law, planning, advisory, and compliance.
Strong analytical skills to interpret complex tax legislation and provide practical advice.
Excellent communication and interpersonal skills; ability to build strong client and team relationships.
Proactive, entrepreneurial mindset; ability to identify and pursue new business opportunities.
Commitment to delivering exceptional client service and contributing to firm growth.
Why Join Us?
Partner path
High net worth focus – average client >$10 million net worth
Hybrid work model
Unlimited PTO
Paid holidays
Medical/dental/vision coverage
401(k) match
Application Interested? Apply via Easy Apply and submit your résumé to Joseph Sipocz.
#J-18808-Ljbffr