HNW Tax Director Position

3 weeks ago


Cincinnati, Ohio, United States Jobot Full time
Company Information
Jobot is a leading Public Accounting firm that provides high-quality tax services to high-net-worth individuals and families. Our team is comprised of experienced professionals who are passionate about delivering exceptional results and building long-term relationships with our clients.

Salary Range: $150,000 - $200,000 per year

About the Role
This is an exciting opportunity to join our dynamic team as a HNW Tax Director. In this role, you will be responsible for providing tax planning services, managing client relationships, and enhancing the firm's reputation through excellent service delivery. Your duties will include:
  • • Developing and implementing tax strategies to minimize clients' tax liabilities;
    • Collaborating with other team members on client engagements and providing leadership and guidance;
    • Staying up-to-date with the latest tax laws and regulations and applying this knowledge to optimize clients' financial situations;
    • Building and maintaining strong relationships with clients and internal stakeholders;
    • Contributing to the development of the firm's tax services and ensuring they meet the evolving needs of our clients.


Requirements
To be successful in this role, you will need a Bachelor's degree in Accounting, Finance, or a related field and at least 10 years of experience in public accounting or a family office dealing with high-net-worth clients. You should also have a strong understanding of tax laws and procedures and excellent communication and interpersonal skills.

What We Offer
We offer a competitive salary, flexible schedule, and opportunities for professional growth and development. If you are passionate about delivering exceptional tax services and building long-term relationships with clients, we would love to hear from you.

Key Responsibilities
As a HNW Tax Director, your key responsibilities will include:
  • • Providing tax planning and compliance services to high-net-worth clients;
    • Managing and developing relationships with clients and internal stakeholders;
    • Enhancing the firm's reputation through excellent service delivery and staying up-to-date with the latest industry trends;
    • Contributing to the development of the firm's tax services and ensuring they meet the evolving needs of our clients;
    • Providing leadership and guidance to team members and contributing to the success of our clients.


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