HNW Tax Manager - Remote

Jobot; West Des Moines (IA); Remote; USD 120,000 - 200,000; Full time

Job summary

An established industry player is seeking a Senior Tax Strategist to join their dynamic team. This role is perfect for an experienced tax professional who excels in providing advanced tax planning and advisory services to high-net-worth clients. You will have the opportunity to lead a team of advisors, develop strategic tax solutions, and mentor junior staff. With a competitive salary and the flexibility of remote work, this position offers a unique chance to influence the financial success of affluent individuals and families. If you are ready to elevate your tax career in a supportive and innovative environment, this is the role for you.

Benefits

Flexible remote work

Monthly cell phone stipend

Training and education reimbursement

401k with company match

Comprehensive health insurance

Generous PTO

Qualifications

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

Responsibilities

• Oversee complex tax returns for HNW individuals and businesses.
• Develop advanced tax planning strategies to optimize clients' finances.

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)

Certified Financial Planner (CFP)

Job description

Job details

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

This Jobot Job is hosted by Sydney Weaver.

Salary: $120,000 - $200,000 per year

A Bit About Us

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.