Hybrid Senior Tax Advisor for High-Net-Worth Clients

Jobtome; Charlotte (NC); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Performance-based bonus

401(k) with employer contribution

Health, dental, vision, life, and-dis(

Disability insurance

Generous PTO and paid holidays

Flexible work environment

CPA exam support and continuing ed

Professional membership dues covered

Career growth path

Job summary

Jobot, a well-established public accounting firm, is seeking a Tax Senior to prepare and review federal and state tax returns for individuals, partnerships, S-corporations, and trusts. You will assist with tax planning for high-net-worth individuals and closely held businesses, conduct tax research, and provide guidance on complex tax issues and regulations.

You will build and maintain strong client relationships, collaborate with managers and partners on engagements, mentor junior staff, and

Qualifications

• Bachelor's degree in Accounting or related field (Master's preferred).
• CPA license or active pursuit of CPA.
• 3-6+ years of public accounting tax experience.

Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, S-corporations, and trusts
• Assist with tax planning strategies for high-net-worth individuals and closely held businesses
• Conduct tax research and provide guidance on complex tax issues and regulations
• Build and maintain strong client relationships through proactive communication and advisory support
• Collaborate with managers and partners on client engagements and planning initiatives
• Mentor and review work of junior staff, providing guidance and technical development
• Analyze financial data to identify tax savings opportunities and planning strategies
• Stay current on changes in tax laws and industry developments

Skills

Analytical skills

Communication skills

Organizational skills

Education

Bachelor's degree in Accounting or related field

Master's degree preferred

CPA license or active pursuit of CPA

Job description

Jobot, a well-established public accounting firm, is seeking a Tax Senior to prepare and review federal and state tax returns for individuals, partnerships, S-corporations, and trusts. You will assist with tax planning for high-net-worth individuals and closely held businesses, conduct tax research, and provide guidance on complex tax issues and regulations.

You will build and maintain strong client relationships, collaborate with managers and partners on engagements, mentor junior staff, and