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Job description
Job details
Hosted by: Lauren Mills
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.
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
Key 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
Equal Opportunity
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, and 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.
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Worksite address
petaluma, CA, 94954, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.