Senior Associate (Transaction Services) (Troy)

Jobot
Troy, MI
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.

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.

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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
Posted 2026-03-27

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