Director - HNW Tax Planning - REMOTE

Jobot; San Diego (CA); Remote; USD 200,000 - 230,000; Full time

Benefits offered by this job

Equity options

Unlimited PTO

100% Healthcare coverage for employees

Upward trajectory opportunities

Job summary

Jobot is seeking a senior tax advisor to deliver strategic, proactive tax planning for high-net-worth clients, beyond traditional compliance. You will join a rapidly growing boutique advisory team that values deep technical rigor and strong client relationships.

The role emphasizes advisory work and integration of technology to optimize tax outcomes, with equity options and comprehensive benefits. Remote opportunities exist for qualified candidates nationwide.

Qualifications

• Bachelor's degree in accounting or equivalent.
• CPA or EA credential required.
• 10+ years tax experience from a Top 100 CPA firm.
• Expertise with high-net-worth individuals and closely held/passthrough entities.
• Experience with CCH Axcess.

Responsibilities

• Provide strategic tax planning for high-net-worth clients.
• Build and manage client relationships and advisory services.
• Leverage technology to enhance tax workflows.

Skills

Tax advisory

Client advisory

Education

Bachelor's degree in accounting

CPA or EA

Tools

CCH Axcess

Job description

Salary: $200,000 - $230,000 per year

REMOTE

A bit about us:

We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.

We serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance.

We're scaling aggressively through both organic growth and strategic CPA firm acquisitions. While the rest of the industry is still running AI pilots, we're already running core tax workflows on production AI systems — giving our advisors more time for what matters: building real, lasting wealth for clients.

Our culture is built on three things: deep technical rigor, genuine client relationships, and the boldness to reimagine what a tax practice can look like. If you've spent your career inside a big firm wondering why things have to be done the old way, come join us and help build the new way. Your voice and feedback are highly valuable as we continue to grow.

Why join us?

• Focus on client advisory and relationship building rather than only tax compliance
• Equity options for all employees
• Entrepreneurial environment
• Unlimited PTO
• 100% Healthcare coverage for employees and majority covered for family members
• Rapid upward trajectory opportunities

Job Details

This isn't a compliance role. This role is built for tax professionals ready to go beyond compliance work and step into strategic, integrated tax planning for sophisticated High Net Worth clients. If you thrive in a fast-growing environment and want to be a trusted advisor, we want to hear from you.

Required:

• Bachelors Degree in Accounting or similar field
• CPA or EA
• 10+ years of Tax experience from a Top 100 CPA firm
• Expertise in HNW individuals, closely held businesses and passthrough entities
• Experience with CCH Axcess

Preferred:

• Masters Taxation
• Strong technical knowledge with foreign filings (5471, 8865, etc)
• Experience with QSBS (qualified small business stocks)

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.

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