Director - HNW Tax Planning - REMOTE

Jobot; San Francisco (CA); Remote; USD 200,000 - 230,000; Full time

Benefits offered by this job

Equity options for all employees

Unlimited PTO

100% Healthcare coverage for employees

Job summary

Jobot is seeking a Director of High Net Worth Tax Planning to drive strategic tax planning for an elite client base in a fast-growing firm. The role emphasizes advisory work beyond compliance, leveraging technology-driven workflows to deliver proactive wealth strategies.

The position offers remote flexibility, equity options, and generous benefits, with rapid upward trajectory in a culture that values client relationships and technical excellence.

Qualifications

• Bachelor's Degree in Accounting or similar field is required.
• CPA or EA license is required.
• 10+ years of tax experience from a Top 100 CPA firm or RIA.
• Expertise with HNW individuals, closely held businesses and passthrough entities.

Responsibilities

• Provide strategic, integrated tax planning for sophisticated HNW clients.
• Lead client advisory and relationship-building beyond compliance.
• Leverage modern technology to optimize tax workflows.
• Collaborate with cross-functional teams to deliver tailored strategies.

Skills

Tax planning

HNW clientele

Client advisory

Regulatory compliance

Education

Bachelor's Degree in Accounting or similar field

Masters Taxation (preferred)

Tools

CCH Axcess

Job description

Director - HNW Tax Planning - REMOTE

$200000 - $230000 per year | San Francisco, CA | Remote | Permanent

EA or CPA, Profit sharing, Rapid growth!

A bit about us:

We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.

We serve high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance.

We're growing quickly thanks to huge organic inflow clients. We're already running core tax workflows on production AI systems, giving our advisors more time for what matters: building real, lasting wealth for clients.

Our culture is built on three things: genuine client relationships, technical expertise, and the boldness to reimagine what a tax practice can look like. If you've spent your career inside a big firm wondering why things have to be done the old way, come join us and help build the new way. Your voice and feedback are highly valuable as we continue to grow.

Why join us?

• Focus on client advisory and relationship building rather than only tax compliance
• Equity options for all employees
• Entrepreneurial environment
• Unlimited PTO
• 100% Healthcare coverage for employees and majority covered for family members
• Rapid upward trajectory opportunities

Job Details

This isn't a compliance role. This role is built for tax professionals ready to go beyond compliance work and step into strategic, integrated tax planning for sophisticated High Net Worth clients. If you thrive in a fast-growing environment and want to be a trusted advisor, we want to hear from you.

Required:

• Bachelors Degree in Accounting or similar field
• CPA or EA
• 10+ years of Tax experience from a Top 100 CPA firm or RIA.
• Expertise in HNW individuals, closely held businesses and passthrough entities
• Experience with CCH Axcess

Preferred:

• Masters Taxation
• Strong technical knowledge with foreign filings (5471, 8865, etc)
• Experience with QSBS (qualified small business stocks)

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.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.