Director of Advisory & Tax

Key Responsibilities

• Lead advisory engagements focused on improving client financial operations and performance
• Provide strategic financial guidance and recommendations to business owners and leadership teams
• Analyze financial data and develop meaningful insights to support decision-making
• Aid clients with financial reporting, forecasting, budgeting, and process improvements
• Manage client relationships and serve as a trusted financial advisor
• Identify opportunities to improve accounting systems, workflows, and internal controls
• Oversee engagement timelines, deliverables, and client expectations
• Collaborate with internal teams to provide comprehensive advisory solutions
• Mentor and support junior team members

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of accounting, advisory, or public accounting experience
• Experience working directly with clients in an advisory capacity
• Strong knowledge of financial statements, accounting processes, and business operations
• Ability to analyze complex financial information and provide actionable recommendations
• Excellent communication and relationship-building skills
• Strong project management and organizational abilities
• CPA preferred but not required

Compensation & Benefits

$120,000 – $175,000, based on experience
Competitive benefits package including:
Medical, Dental, and Vision Insurance
401(k) with employer match
Generous Paid Time Off
Career advancement opportunities