Tax Principal / Business Development Partner

About Jobot

Jobot is a leading professional services firm specializing in accounting, tax, and consulting services. Our mission is to assist businesses and individuals in navigating complex financial landscapes through comprehensive auditing, accounting, and tax planning solutions. We pride ourselves on delivering personalized strategies tailored to each client’s unique needs, aiming to optimize financial performance and ensure full compliance with applicable regulations. Our firm also provides strategic consulting services designed to help clients achieve their long-term financial goals and enhance overall business efficiency. With a commitment to excellence and innovation, Jobot fosters a collaborative environment that encourages professional growth and community involvement.

About The Role: Tax Principal / Business Development Partner

We are seeking a dynamic and experienced Tax Principal / Business Development Partner to join our team, with a focus on growth and leadership within our Columbus, OH, and Woodbury, NY offices. This role offers a unique opportunity for a seasoned professional with 2-5 years of partnership experience or a strong track record in business development within the tax domain. The ideal candidate will possess a deep understanding of tax regulations, exceptional leadership skills, and a passion for expanding client relationships. This position involves overseeing multiple tax engagements, developing innovative tax strategies, and leading efforts to grow the firm’s client base. The role is primarily onsite, with a flexible work arrangement that includes four days in Columbus and one day from home in Woodbury, balancing in-office collaboration with remote work.

Qualifications

• Hold a Bachelor’s degree in Accounting, Finance, or a related field, along with a CPA certification.
• A minimum of 7-10 years of experience in tax management within a public accounting environment is required.
• Demonstrate a proven ability to manage complex tax projects and foster client relationships.
• Possess strong leadership and team management skills, including the ability to mentor junior staff and inspire a collaborative team environment.
• Exhibit excellent analytical, organizational, and problem-solving skills, with a high attention to detail and accuracy.
• Proficiency in tax preparation software and Microsoft Office Suite is expected.
• Demonstrated success in business development, including identifying new opportunities and expanding client portfolios, will be highly valued.

Responsibilities

• Oversee and manage multiple tax engagements, ensuring compliance with federal, state, and local tax laws and regulations.
• Provide expert tax planning, consulting, and compliance services to a diverse range of clients, acting as an industry generalist.
• Develop and implement innovative tax strategies to optimize clients’ tax positions and minimize liabilities.
• Lead and mentor a team of tax professionals, fostering an environment of continuous learning and professional development.
• Drive business development efforts by identifying new opportunities, cultivating strong client relationships, and expanding the firm’s client base.
• Collaborate with partners and senior leaders to formulate strategic plans for the tax department’s growth and service excellence.
• Stay current with the latest tax laws and regulatory changes, ensuring team compliance and advising clients accordingly.
• Prepare and review complex tax returns, reports, and related documentation with accuracy and attention to detail.

Benefits

Jobot offers a comprehensive benefits package designed to support our employees’ well-being and professional growth. These include competitive compensation, 401(k) retirement savings plans, and health insurance options covering medical, dental, and vision. We promote work-life balance through flexible working arrangements and a collaborative work environment. Employees have access to ongoing professional development opportunities, mentorship programs, and community involvement initiatives. Our recognition and rewards programs celebrate employee achievements, while employee assistance programs provide additional support. We are committed to fostering an inclusive workplace where diversity is valued and all employees can thrive.

Equal Opportunity

Jobot is an Equal Opportunity Employer. We are dedicated to creating an inclusive work environment that respects and celebrates diversity. All qualified applicants will 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 protected characteristic under applicable federal, state, or local laws. We prohibit harassment or discrimination of any kind and are committed to ensuring a fair and respectful hiring process. Additionally, we comply with all relevant laws regarding employment and background checks, and we consider qualified candidates with criminal histories in a manner consistent with applicable laws.

Key skills/competency

• Tax Planning
• Business Development
• Public Accounting
• CPA Certification
• Leadership
• Client Relationships
• Financial Compliance
• Tax Regulations
• Team Management
• Strategic Planning