High Net Worth Tax Manager - Remote/Hybrid Growth

Jobot; Boston (MA); Hybride; USD 130 000 - 200 000; Plein temps

Avantages offerts par ce poste

401(k) with employer match

Medical, dental, vision, and long-term

27 PTO days

CPE and career development

Hybrid or remote work

Résumé du poste

Jobot is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups in a hybrid or remote setting. The role focuses on serving clients through review of complex returns, planning strategies, and multi-state considerations, with mentorship to junior staff.

The position offers a competitive salary range and comprehensive benefits, including 401(k) with match, health coverage, generous PTO, and professional development support.

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

Responsabilités

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

Connaissances

Leadership

Communication

Tax research

Public accounting

Multistate taxation

Formation

CPA or EA

Bachelor's in accounting

Outils

CCH Axcess

Description du poste

Jobot is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups in a hybrid or remote setting. The role focuses on serving clients through review of complex returns, planning strategies, and multi-state considerations, with mentorship to junior staff.

The position offers a competitive salary range and comprehensive benefits, including 401(k) with match, health coverage, generous PTO, and professional development support.