What are the responsibilities and job description for the Tax Director, Family Office Services position at Jobot?
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Job details:
Lead a growing Family Office practice where you'll advise high-net-worth clients, drive technology innovation, mentor top talent, and enjoy hybrid flexibility, strong career growth, and meaningful client impact!
This Jobot Job is hosted by: Brad Trombly
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $185,000 - $225,000 per year
A bit about us:
A premier professional services organization delivering accounting, advisory, and financial management solutions to high-net-worth individuals, family offices, trusts, partnerships, and investment entities. This organization combines deep financial expertise with innovative technology to provide best-in-class client service, strategic guidance, and operational excellence.
Why join us?
Competitive salary of $185,000 - $225,000 annually
Discretionary performance bonus opportunity
Hybrid work environment
Opportunity to lead and grow a high-impact Family Office practice
Work with sophisticated high-net-worth clients and complex financial structures
Exposure to cutting-edge accounting, fintech, automation, and AI-driven technologies
Medical, Dental, and Vision insurance
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
Employee Assistance and Wellness programs
Inclusive parental leave benefits
Generous Paid Time Off (PTO)
Paid company holidays
Professional development and training opportunities
Recognition and rewards programs
Community involvement and volunteer programs
Strong leadership and career advancement opportunities
Job Details
Lead delivery of comprehensive accounting, financial management, and advisory services for family office clients
Oversee financial reporting, budgeting, cash flow forecasting, and accounting operations for complex entity structures
Manage engagements involving partnerships, trusts, investment entities, and multi-entity family office structures
Serve as primary advisor and relationship manager for high-net-worth clients and family offices
Coordinate with tax, advisory, legal, and investment professionals to deliver integrated client solutions
Oversee onboarding and implementation of new client engagements
Lead deployment and optimization of accounting platforms including Sage Intacct, QuickBooks Online, and NetSuite
Evaluate and implement emerging technologies, AI tools, automation workflows, and fintech solutions
Provide strategic financial guidance and operational support to clients and their advisors
Mentor, develop, and lead managers, seniors, and staff within the practice
Review engagement deliverables and ensure quality control standards are maintained
Manage staffing, workflow planning, project execution, and team utilization
Drive business development, networking, proposal support, and market expansion initiatives
Identify opportunities to expand services within existing client relationships
Oversee accounting for alternative investments including private equity, hedge funds, and real estate holdings
Manage complex consolidations, reconciliations, and multi-entity reporting structures
Champion AI-enabled service delivery, automation, and digital transformation initiatives
Stay current on accounting standards, regulatory changes, fintech innovations, and family office industry trends
Interested in hearing more? Easy Apply now by clicking the "Easy 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 jobot.com/legal.
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: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Lead a growing Family Office practice where you'll advise high-net-worth clients, drive technology innovation, mentor top talent, and enjoy hybrid flexibility, strong career growth, and meaningful client impact!
This Jobot Job is hosted by: Brad Trombly
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $185,000 - $225,000 per year
A bit about us:
A premier professional services organization delivering accounting, advisory, and financial management solutions to high-net-worth individuals, family offices, trusts, partnerships, and investment entities. This organization combines deep financial expertise with innovative technology to provide best-in-class client service, strategic guidance, and operational excellence.
Why join us?
Competitive salary of $185,000 - $225,000 annually
Discretionary performance bonus opportunity
Hybrid work environment
Opportunity to lead and grow a high-impact Family Office practice
Work with sophisticated high-net-worth clients and complex financial structures
Exposure to cutting-edge accounting, fintech, automation, and AI-driven technologies
Medical, Dental, and Vision insurance
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
Employee Assistance and Wellness programs
Inclusive parental leave benefits
Generous Paid Time Off (PTO)
Paid company holidays
Professional development and training opportunities
Recognition and rewards programs
Community involvement and volunteer programs
Strong leadership and career advancement opportunities
Job Details
Lead delivery of comprehensive accounting, financial management, and advisory services for family office clients
Oversee financial reporting, budgeting, cash flow forecasting, and accounting operations for complex entity structures
Manage engagements involving partnerships, trusts, investment entities, and multi-entity family office structures
Serve as primary advisor and relationship manager for high-net-worth clients and family offices
Coordinate with tax, advisory, legal, and investment professionals to deliver integrated client solutions
Oversee onboarding and implementation of new client engagements
Lead deployment and optimization of accounting platforms including Sage Intacct, QuickBooks Online, and NetSuite
Evaluate and implement emerging technologies, AI tools, automation workflows, and fintech solutions
Provide strategic financial guidance and operational support to clients and their advisors
Mentor, develop, and lead managers, seniors, and staff within the practice
Review engagement deliverables and ensure quality control standards are maintained
Manage staffing, workflow planning, project execution, and team utilization
Drive business development, networking, proposal support, and market expansion initiatives
Identify opportunities to expand services within existing client relationships
Oversee accounting for alternative investments including private equity, hedge funds, and real estate holdings
Manage complex consolidations, reconciliations, and multi-entity reporting structures
Champion AI-enabled service delivery, automation, and digital transformation initiatives
Stay current on accounting standards, regulatory changes, fintech innovations, and family office industry trends
Interested in hearing more? Easy Apply now by clicking the "Easy 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 jobot.com/legal.
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: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $185,000 - $225,000