High Net Worth Tax Leader | Hybrid/Remote

Jobot; Philadelphia (Philadelphia County); Hybrid; USD 130,000 - 200,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, vision, and long-term

27 PTO days

CPE and career development support

Collaborative culture with real work‑l

Job summary

Jobot is seeking a Hybrid or Remote High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups for an established DC-area CPA firm.

You'll serve as the primary client contact, review complex returns, mentor staff, and develop planning strategies across income tax, estate and gift, and investments. The role offers a collaborative culture with strong benefits and ample growth opportunities.

Qualifications

• Active CPA or EA
• Bachelor's degree in accounting
• 8+ years of progressive public accounting experience with a focus on high-net-worth compliance and planning
• Experience reviewing Form 1040 and 1041 returns
• Strong tax research skills
• Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus
• CCH Axcess experience preferred
• Leadership experience, with the ability to motivate and develop a team
• Excellent communication and interpersonal skills

Responsibilities

• Serve as the main point of contact for high-net-worth individuals and families, building long-term advisory relationships
• Review complex federal, state, and local returns, including individual and trust returns, and manage multi-state issues when they arise
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, executive compensation, and investments
• Research complex tax questions, flag risks and planning opportunities, and communicate recommendations clearly
• Oversee tax projections, estimated payments, and extension calculations
• Coordinate with clients' attorneys, financial advisors, bankers, investment advisors, and family office personnel
• Manage multiple engagements at once while keeping deadlines, budgets, and client expectations on track
• Review staff and senior workpapers, coach and mentor associates, and help with scheduling and workflow during busy season
• Look for opportunities to expand services within existing client relationships
• Stay current on changing tax laws and regulations

Skills

Active CPA or EA

Leadership experience

Excellent communication

Tax research skills

Education

Bachelor's degree in accounting

CPA or EA certification

Tools

CCH Axcess

Job description

Jobot is seeking a Hybrid or Remote High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups for an established DC-area CPA firm.

You'll serve as the primary client contact, review complex returns, mentor staff, and develop planning strategies across income tax, estate and gift, and investments. The role offers a collaborative culture with strong benefits and ample growth opportunities.