Tax Director

Director of Advisory, Tax & Client Accounting ServicesLocation: Fort Pierce, FL OR Delray Beach, FL (Hybrid, 3 Days Onsite)Compensation: $150,000 to $200,000 Base Salary plus BonusType: Direct Hire

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Company OverviewThe Intersect Group is partnering with a growing advisory, tax, and accounting organization that provides financial leadership, compliance support, and strategic guidance to a diverse client base. The firm combines technical expertise, technology adoption, and a client-focused approach to help businesses and individuals make informed financial decisions. This is an opportunity to join a highly entrepreneurial environment where leaders have direct influence on firm growth, client outcomes, and long-term strategy.
Role SummaryThe Director of Advisory, Tax & Client Accounting Services will serve as a key leadership partner within the organization, overseeing client accounting, tax planning, financial statement review, and advisory services. This individual will work closely with firm leadership to help scale operations, improve client service delivery, and support the firm's continued growth initiatives.This role requires a hands-on leader who can review complex financial statements, identify accounting and tax issues, provide strategic recommendations, and serve as a trusted advisor to business owners and individuals. The position offers significant visibility, leadership responsibility, and the opportunity to influence the future direction of the firm.
Key ResponsibilitiesReview and close client financial statements, ensuring accuracy, completeness, and timely deliveryIdentify and resolve balance sheet issues, payroll liability discrepancies, and account classification errorsInterpret business and individual tax returns to provide planning recommendations and identify opportunitiesLead quarterly advisory meetings with clients, delivering financial insights and strategic recommendationsAdvise clients on cash flow, compensation strategies, entity structures, and business performance improvement opportunitiesManage client relationships and serve as the primary advisor across both accounting and tax functionsMentor and develop accounting and tax professionals while serving as a technical resource for the teamImprove workflows, processes, and service delivery through technology, automation, and operational enhancementsSupport firm growth initiatives, operational scalability, and integration of future business opportunitiesPartner directly with firm leadership on strategic planning and organizational development
Key RequirementsSeven to ten years of progressive tax experience within public accounting environmentsThree to five years of leadership, supervisory, or management experienceEnrolled Agent designation requiredStrong experience with business and individual tax returns, including 1120, 1120S, 1065, and 1040 filingsDeep public accounting experience managing multiple client relationships simultaneouslyAbility to review financial statements and quickly identify accounting errors, risks, and opportunitiesStrong understanding of accounting principles, financial xzbcwsv reporting, and tax planning strategiesProven ability to operate independently and personally perform technical work when requiredStrong client relationship management and advisory experienceDemonstrated history of career stability and long-term tenure
Preferred SkillsExperience with QuickBooks OnlineExperience with TaxDome or similar practice management platformsAdvanced Microsoft Excel skillsExperience supporting restaurant groups, multi-entity businesses, or high-net-worth individualsProcess improvement and workflow optimization experienceExposure to automation and AI-driven process enhancementsController, outsourced CFO, or business advisory experienceStrong presentation, communication, and client-facing skills
Call to ActionIf you are a hands-on tax and advisory professional with a passion for client service, leadership, and helping businesses grow, apply today through The Intersect Group with your resume and best contact information. We look forward to speaking with you.