HNW Tax Manager - REMOTE

Jobot; Aurora (IL); Remote; USD 75,000 - 80,000; Part time

Job summary

A leading financial services firm is seeking an experienced HNW Tax Manager to provide tax planning and compliance services to high net worth clients. This remote position offers a competitive salary and a flexible work environment, ensuring work-life balance while delivering exceptional client service.

Benefits

Flexible schedules

Family owned

Qualifications

• 3+ years of experience focusing on high net worth clients.
• Strong technical skills in tax planning and compliance.

Responsibilities

• Provide tax planning and compliance services to high net worth clients.
• Review tax returns and manage client relationships.
• Develop and mentor staff.

Skills

Tax planning

Compliance

Client management

Communication

Leadership

Education

Bachelor's degree in accounting

CPA

Job description

2 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $80,000.00/yr

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Job details

Excellent opporunity!

This Jobot Job is hosted by Albert Simons

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $75,000 - $80,000 per year

A Bit About Us

Our firm is founded on the core values of family-friendliness and flexibility, creating an environment where our team can thrive while providing outstanding service to our clients. We focus on meeting the distinct needs of small businesses, offering tailored solutions that simplify financial management. By utilizing cutting-edge technology and forward-thinking strategies, we deliver a smooth, efficient experience that empowers business owners to manage their finances confidently and make well-informed decisions.



Why join us?


Our team understand the balance of work and family. We plan our schedules well in advance so we coordinate with team members to ensure client work gets done, but also so that we all can enjoy time outside of the office.

• Family owned
• Flexible schedules
  
  

Job Details

We are seeking a dynamic and experienced HNW Tax Manager to join our team! This is a remote position that offers the opportunity to work with high net worth clients. You will report directly to the Director of Tax. This is a part-time position that will be paid an annual salary. You will work 40 hours during busy season, but have the months outside of busy season and the extension deadline completely off.

Responsibilities

• Provide tax planning and compliance services to high net worth and ultra-high net worth clients
• Review tax returns and workpapers prepared by staff and senior associates
• Manage client relationships and ensure excellent customer service
• Develop and mentor staff and senior associates
• Stay up-to-date with tax laws and regulations and communicate changes to clients and team members
• Assist with business development and marketing efforts
  
  

Qualifications

• Bachelor's degree in accounting or related field
• CPA
• 3+ years of experience in tax with a focus on high net worth and ultra-high net worth clients
• Strong technical skills in tax planning, compliance, and research
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong leadership and mentoring skills
  
  

If you are passionate about tax and have experience working with high net worth and ultra-high net worth clients, we encourage you to apply for this exciting opportunity!

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting, Financial Services, and Banking

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