Sales Account Manager - Jan/San

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Perfect for someone looking to exit Public Accounting and work a standard 40-hour week!

This Jobot Job is hosted by: Zach Allison
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $180,000 - $250,000 per year

A bit about us:

We have partnered with a well-established wealth management and advisory firm that provides comprehensive financial planning, estate planning, and investment advisory services to high-net-worth individuals and business owners. They’re expanding their capabilities by launching an in-house Tax Advisory division — and they’re looking for an experienced Tax Director to build and lead it.

This is a rare opportunity for a public accounting professional to step away from the grind of billable hours and help shape a new practice inside a client-focused environment.

Why join us?
Leadership opportunity to build a tax practice from the ground up.
Stable 40-hour work week and strong work/life balance — no public accounting burnout.
Hybrid schedule in 92618 (3-4 days in office per week)
Competitive pay structure with fully paid employee healthcare and bonus potential.
Collaborative, client-focused culture with direct access to firm leadership.

Job Details

As Tax Director, you’ll have the autonomy and support to design, grow, and lead a new Tax Advisory practice from the ground up. You’ll play a key role in advising clients and integrating tax strategy into broader wealth and estate planning.

Key responsibilities include:
Build and scale a tax advisory service line serving high-net-worth individuals, trusts, and flow-through entities.
Oversee complex individual, partnership, corporate, and fiduciary tax compliance and planning.
Develop and present proactive tax strategies to clients and advisors.
Collaborate with internal wealth, estate, and investment professionals to deliver holistic solutions.
Recruit, train, and manage tax staff as the practice expands.
Stay current on federal and state tax developments and translate them into actionable client strategies.

Qualifications:
Bachelor’s degree in Accounting or related field required.
Active CPA license required.
8+ years of progressive tax experience with expertise in high-net-worth clients required.
Proven background in tax strategy and compliance for individuals, partnerships, and corporations.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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Here are 5 questions we think you could ask during your interview. Use them as a guide to help you write your own questions.

Remember: Always have at least 5 questions prepared for the interview. If you do not, you run the risk of looking unprepared.

What does success look like in this role, and how is it measured?

Why ask this? You want to ensure you have a clear understanding of expectations before accepting the role. Knowing how success is measured helps you hit the ground running and avoid surprises about performance evaluations. It also signals to the employer that you're results-driven.

Can you describe the team dynamic and the company culture?

Why ask this? Skills and experience matter, but if the work environment isn’t a good fit, you won’t be happy or productive. This question helps you gauge whether the company values collaboration, how teams interact, and whether the culture aligns with your work style and values.

What are the biggest challenges facing the person in this role right now?

Why ask this? Every job has challenges, and it’s better to know them upfront. This helps you assess whether the role is a good fit for your strengths and whether the company is realistic about its expectations. If they hesitate to answer, it could be a red flag.

How does the company support work-life balance and employee well-being??

Why ask this? Burnout is real, and some companies expect employees to sacrifice personal time for the job. By asking this, you’ll get a sense of how they value work-life balance, flexibility, and well-being—things that are crucial for job satisfaction and long-term success.

These questions help you make an informed decision while also showing your professionalism and strategic thinking!

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