Director - Tax and Accounting Services at Jobot

Best Place to Work, Flexible Schedule, $200-250k, Exciting work and Great Culture with Growing Firm! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $200,000 - $250,000 per year 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 an experienced senior leader 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 Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. 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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: