High Net Worth Tax Manager - Remote/Hybrid

Jobot; Atlanta (GA); Hybrid; USD 130,000 - 200,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, vision, and coverage

Disability coverage

27 PTO days

CPE and career development support

Collaborative culture

Job summary

Jobot is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups for a DC-area CPA firm. You’ll be the primary contact for these clients, review complex returns, and mentor staff.

Role offers hybrid or remote work within Eastern to Central time zones, with a compensation of $130,000–$200,000 annually and comprehensive benefits including 401(k), health coverage, 27 PTO days, and CPE support.

Qualifications

• 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.

Skills

Leadership

Communication

Tax research

Education

Active CPA or EA

Bachelor's degree in accounting

Tools

CCH Axcess

Job description

Jobot is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups for a DC-area CPA firm. You’ll be the primary contact for these clients, review complex returns, and mentor staff.

Role offers hybrid or remote work within Eastern to Central time zones, with a compensation of $130,000–$200,000 annually and comprehensive benefits including 401(k), health coverage, 27 PTO days, and CPE support.