HNW Senior Tax Manager - Hybrid

Jobot; Boca Raton (FL); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible hybrid schedules

Paid time off

Health benefits

Best place to work award

Job summary

Jobot is seeking a Senior Tax Manager to join our High-Net-Worth Tax practice in Florida. You will work with multi-generational family offices, handling complex tax returns and planning, combining technical expertise with client advisory and team leadership.

This role offers a flexible hybrid schedule, a collaborative culture, and opportunities to shape client strategies while mentoring staff and contributing to business development.

Responsibilities

• Prepare and review complex tax returns for individuals, trusts, corporations and nonprofits.
• Advise on tax strategies to maximize wealth transfer and family-office efficiency.
• Lead staff to ensure quality work and deadlines.
• Develop wealth-transition plans with clients (cash flow, estate planning, succession).
• Research technical tax matters and interpret related documents.
• Mentor and develop team members while fostering growth.
• Engage clients, identify opportunities, and support business development.

Job description

Job details:

Great Team, Hybrid schedule, Top Rated Place to Work!

This Jobot Job is hosted by: Albert Simons

Salary: $120,000 - $160,000 per year

A bit about us:

Ready for a change of pace? Are you ready to take your career to the next level and join a fast-growing team? We’re on the hunt for a Senior Tax Manager to join our team where you'll have the chance to impact growing businesses and lean in to your entrepreneurial spirit. Our group is a leader in technology-driven accounting systems and our team members are comfortable using tomorrow’s technologies today.

As part of our tight-knit, rapidly growing team, you'll have a direct hand in shaping the team's culture and scaling alongside us. With ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable today.

Why join us?

Join us at the perfect time—where your contributions will be seen, valued, and rewarded. This is more than a job; it's a chance to build your future in a firm that's scaling fast and taking its people along for the ride.

• Flexible hybrid schedules
• Paid time off!
• Excellent health benefits
• Recognized by a best place to work over 10 times

Job Details

As a Tax Senior Manager in our High-Net-Worth Tax practice, you will work closely with individual clients to support the effective transition of wealth across generations. Our clients are primarily multi-generational family offices. This role combines technical tax expertise, client advisory, and team leadership. Typical responsibilities include:

• Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion.
• Evaluating tax strategies across individuals, trusts, and estates from multiple perspectives to maximize tax efficiency.
• Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines.
• Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation.
• Reviewing and interpreting legal documents related to estate planning and business succession.
• Conducting technical research on individual, trust, and estate tax compliance and planning matters.
• Mentoring, coaching, and developing team members through ongoing feedback, recognition, and support.
• Managing client relationships by proactively identifying planning opportunities and delivering value-added solutions.
• Contributing to business development efforts through prospect identification, proposal and engagement preparation, industry research, and participation in networking and professional events.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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