HNW Tax Manager - Remote

Jobot; Moreno Valley (CA); Remote; USD 140,000 - 200,000; Full time

Benefits offered by this job

Monthly cell phone expense stipend

Approved training and education reimbursement

401k+ Company Match

Comprehensive health insurance

Generous and flexible PTO

Job summary

An established industry player is seeking a Senior Tax Strategist to join their dynamic team. This role is perfect for a seasoned tax professional with expertise in high-net-worth client advisory. You will provide advanced tax planning and advisory services, guiding clients through intricate tax strategies while managing a team of advisors. With a competitive compensation package, including a base salary and bonus, this opportunity allows for remote work flexibility (outside California) and occasional travel. If you're ready to elevate your tax career in a strategic environment, this is the role for you!

Qualifications

• 8+ years of tax experience focusing on high-net-worth clients.
• Strong knowledge of estate, gift, and trust tax strategies.

Responsibilities

• Oversee and review complex tax returns for HNW individuals and businesses.
• Develop and implement advanced tax planning strategies.

Skills

Tax Planning

Client Advisory

Tax Compliance

Team Leadership

Research and Analysis

Education

Bachelor’s degree in Accounting

Master’s in Taxation

Certified Public Accountant (CPA)

Job description

3 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

$120,000.00/yr - $200,000.00/yr

FO Advisory Firm is looking to add a Tax Manager to their growing team!

Are you an experienced tax professional with a strong background in high-net-worth (HNW) client advisory? A leading, well-funded wealth management firm is looking for a Senior Tax Strategist to join their team. With a competitive compensation range of $140K-$200K + 11-15% bonus, this role offers the opportunity to work on complex tax planning strategies for affluent individuals and families.

Why join us?

• Competitive base salary + 11-15% annual bonus
• Flexible on remote if MST/PST time zone (cannot do California)
• Remote work option for candidates in our time zone who are willing to travel
• Monthly cell phone expense stipend
• Approved training and education reimbursement
• 401k+ Company Match
• Comprehensive health insurance and employee assistance programs
• Generous and flexible PTO

Job Details

As a Senior Tax Strategist, you will be a key player in providing advanced tax planning and advisory services to HNW clients. This role is ideal for a tax professional who thrives in a strategic, consultative environment, guiding clients through sophisticated tax strategies while overseeing a team of advisors and preparers. Remote work is an option for candidates in MST / PST with occasional travel. However, we are unable to employ candidates in California.

Responsibilities

• Oversee and review complex tax returns for HNW individuals, estates, trusts, and businesses
• Develop and implement advanced tax planning strategies to optimize clients' financial positions
• Provide strategic tax guidance in collaboration with financial advisors and estate planning professionals
• Research and analyze tax laws to ensure compliance and identify planning opportunities
• Mentor and manage tax advisors, ensuring high-quality client service
• Communicate directly with clients, providing clear, proactive tax advice
• Support business development efforts through tax-focused client solutions

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• At least 8+ years of tax experience, with a strong focus on HNW clients
• CPA required; Master’s in Taxation or CFP preferred
• Extensive experience in tax review, planning, and compliance for high-net-worth individuals and families
• Strong knowledge of estate, gift, and trust tax strategies
• Ability to manage multiple complex client relationships and lead a team
• Willingness to travel occasionally if working remotely; must be in our time zone

This is a rare opportunity to step into a high-impact role at a firm that values expertise, strategic thinking, and long-term client relationships. If you’re ready to take your tax career to the next level, apply now!

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.