High Net Worth Tax Manager — Hybrid/Remote Growth

Jobot; New York (NY); Hybrid; USD 130,000 - 200,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, vision coverage

Disability coverage

27 PTO days

CPE and career development support

Job summary

Jobot is seeking a High Net Worth Tax Manager for an established DC-area CPA firm serving individuals, trusts, and family groups. You will lead tax compliance and planning, review complex returns, and mentor the associates and seniors who prepare them.

The role offers hybrid or remote work within Eastern to Central time zones, a strong benefits package, 27 PTO days, and professional development support as part of a collaborative, work-life balanced culture.

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

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

Leadership

Communication

Tax research

Education

Bachelor's degree in accounting

CPA or EA credential

Tools

CCH Axcess

Job description

Jobot is seeking a High Net Worth Tax Manager for an established DC-area CPA firm serving individuals, trusts, and family groups. You will lead tax compliance and planning, review complex returns, and mentor the associates and seniors who prepare them.

The role offers hybrid or remote work within Eastern to Central time zones, a strong benefits package, 27 PTO days, and professional development support as part of a collaborative, work-life balanced culture.