HNW Tax Advisory Director — Remote, Equity, Growth

Jobot; San Francisco (CA); Remote; USD 220.000 - 250.000; Vollzeit

Benefits dieser Stelle

Profit sharing

Equity options

Unlimited PTO

Healthcare coverage

Career growth

Zusammenfassung

Jobot in San Francisco seeks an HNW Tax Director for Advisory to lead strategic tax planning for ultra-high-net-worth clients and guide a growing advisory team. This isn’t a pure compliance role; it’s a chance to shape proactive, year‑round tax strategy.

You’ll leverage modern technology, collaborate with top CPAs, and help clients build lasting wealth. Remote flexibility, equity options, and rapid career growth are offered.

Qualifikationen

• Bachelor's degree in accounting or related field.
• CPA or EA certification.
• 10+ years in tax at a Top 100 CPA firm.
• Expertise with high-net-worth individuals and passthrough entities.
• Experience with CCH Axcess.

Aufgaben

• Lead strategic tax planning for HNW clients.
• Build and manage trusted advisory relationships.
• Collaborate with multi-disciplinary teams.
• Navigate complex tax issues including foreign filings (5471, 8865).

Kenntnisse

HNW tax expertise

Strategic advisory

Client relationships

Communication

Ausbildung

Bachelor's degree in accounting or related field

Masters Taxation

Tools

CCH Axcess

Jobbeschreibung

Jobot in San Francisco seeks an HNW Tax Director for Advisory to lead strategic tax planning for ultra-high-net-worth clients and guide a growing advisory team. This isn’t a pure compliance role; it’s a chance to shape proactive, year‑round tax strategy.

You’ll leverage modern technology, collaborate with top CPAs, and help clients build lasting wealth. Remote flexibility, equity options, and rapid career growth are offered.