Hybrid UHNW Private Client Tax Manager

Jobot; Boston (MA); Híbrido; USD 150.000 - 185.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work schedule

Medical, dental, and vision coverage

401(k) with profit sharing

FSA & HSA

Life insurance

Parental leave

Generous PTO and holidays

Wellness programs

Mentorship and leadership development

Descripción de la vacante

Jobot, a premier accounting, tax, and advisory firm in Boston, seeks a Private Client Tax professional to advise ultra-high-net-worth individuals and fund executives, lead sophisticated planning engagements, and collaborate with investment teams for optimal tax outcomes.

The role offers hybrid flexibility, a competitive six-figure compensation package, and pathways for leadership development and career growth in a client-focused environment.

Responsabilidades

• Serve as primary advisor to ultra-high-net-worth individuals, families, and financial services professionals.
• Provide innovative tax planning, consulting and compliance services.
• Develop and maintain strong client relationships as a trusted business partner.
• Review complex returns for individuals, partnerships, trusts, estates, and gifts.
• Advise investment-focused clients, including hedge funds and private equity professionals.
• Collaborate with fund CFOs on tax planning and compliance matters.
• Interpret hedge fund and investment partnership K-1 reporting.
• Conduct tax research and provide recommendations on complex tax matters.
• Review tax returns and staff deliverables.
• Train, mentor, supervise, and evaluate tax professionals.
• Stay current on federal and state tax policy changes.
• Participate in client development and growth initiatives.
• Collaborate with firm leadership to deliver exceptional client service.

Descripción del empleo

Jobot, a premier accounting, tax, and advisory firm in Boston, seeks a Private Client Tax professional to advise ultra-high-net-worth individuals and fund executives, lead sophisticated planning engagements, and collaborate with investment teams for optimal tax outcomes.

The role offers hybrid flexibility, a competitive six-figure compensation package, and pathways for leadership development and career growth in a client-focused environment.