High Net Worth Tax Manager — Remote/Hybrid

Jobot; Chicago (IL); Híbrido; USD 130.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) match

Medical/dental/vision coverage

Disability coverage

27 PTO days

CPE and career development support

Hybrid or remote hours

Descripción de la vacante

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. Hybrid or remote work options are available.

You will be the primary contact for clients and oversee complex returns while mentoring staff. The ideal candidate holds an active CPA or EA, has 8+ years of public accounting experience in high-net-worth matters, and demonstrates strong tax research and leadership skills.

Formación

• CPA or EA credential required.
• Bachelor's degree in accounting.
• 8+ years of public accounting focusing 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 team development.
• Excellent communication and interpersonal skills.

Responsabilidades

• Lead tax compliance and planning for individuals, trusts, and family groups.
• Serve as primary client contact for high-net-worth clients.
• Review complex federal, state, and local returns and multi-state issues.
• Develop planning strategies across income tax, estate, and gifts.
• Flag risks, conduct research, and communicate recommendations clearly.
• Oversee tax projections, estimated payments, and extensions.
• Coordinate with attorneys, financial advisors, and family-office staff.
• Manage multiple engagements with deadlines and budgets.
• Review staff workpapers, mentor junior team members.
• Identify opportunities to expand services within client relationships.

Conocimientos

Active CPA or EA

Leadership experience

Excellent communication

Strong tax research

Review Form 1040/1041

Gift tax / pass-through / private gift

Educación

Bachelor's degree in accounting

Herramientas

CCH Axcess

Descripción del empleo

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. Hybrid or remote work options are available.

You will be the primary contact for clients and oversee complex returns while mentoring staff. The ideal candidate holds an active CPA or EA, has 8+ years of public accounting experience in high-net-worth matters, and demonstrates strong tax research and leadership skills.