Director of Advisory, Tax & Client Accounting Services
Location: Fort Pierce, FL OR Delray Beach, FL (Hybrid, 3 Days Onsite)
Compensation: $150,000 to $200,000 Base Salary plus Bonus
Type: Direct Hire
Company Overview:
The 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 Summary:
The 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 Responsibilities:- Review and close client financial statements, ensuring accuracy, completeness, and timely delivery
- Identify and resolve balance sheet issues, payroll liability discrepancies, and account classification errors
- Interpret business and individual tax returns to provide planning recommendations and identify opportunities
- Lead quarterly advisory meetings with clients, delivering financial insights and strategic recommendations
- Advise clients on cash flow, compensation strategies, entity structures, and business performance improvement opportunities
- Manage client relationships and serve as the primary advisor across both accounting and tax functions
- Mentor and develop accounting and tax professionals while serving as a technical resource for the team
- Improve workflows, processes, and service delivery through technology, automation, and operational enhancements
- Support firm growth initiatives, operational scalability, and integration of future business opportunities
- Partner directly with firm leadership on strategic planning and organizational development
Key Requirements:- Seven to ten years of progressive tax experience within public accounting environments
- Three to five years of leadership, supervisory, or management experience
- Enrolled Agent designation requiredStrong experience with business and individual tax returns, including 1120, 1120S, 1065, and 1040 filings
- Deep public accounting experience managing multiple client relationships simultaneously
- Ability to review financial statements and quickly identify accounting errors, risks, and opportunities
- Strong understanding of accounting principles, financial reporting, and tax planning strategies
- Proven ability to operate independently and personally perform technical work when requiredStrong client relationship management and advisory experience
- Demonstrated history of career stability and long-term tenure
Preferred Skills:- Experience with QuickBooks Online
- Experience with TaxDome or similar practice management platforms
- Advanced Microsoft Excel skills
- Experience supporting restaurant groups, multi-entity businesses, or high-net-worth individuals
- Process improvement and workflow optimization experience
- Exposure to automation and AI-driven process enhancements
- Controller, outsourced CFO, or business advisory experience
- Strong 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.
