Lead High Net Worth Tax Manager — Hybrid/Remote

Jobot; Washington (District of Columbia); Hybrid; USD 130,000 - 200,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, vision coverage

Disability coverage

27 PTO days

CPE and career development support

Hybrid or remote work model

Job summary

Jobot is seeking a High Net Worth Tax Manager in the DC area to lead tax compliance and planning for individuals, trusts, and family groups. You will be the primary client contact, review complex returns, and mentor staff across associates and seniors.

We value leadership and strong communication as you manage multi-state issues, coordinate with attorneys and financial advisors, and help expand services within existing client relationships.

Qualifications

• Active CPA or EA license.
• 8+ years of progressive public accounting experience with focus on high-net-worth compliance and planning.
• Experience reviewing Form 1040 and 1041 returns.
• Strong tax research skills.
• Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus.
• Leadership experience with the ability to motivate and develop a team.
• Excellent communication and interpersonal skills.

Responsibilities

• Serve as the main point of contact for high-net-worth individuals and families, building long-term advisory relationships.
• Review complex federal, state, and local returns, including individual and trust returns, and manage multi-state issues when they arise.
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, executive compensation, and investments.
• Research complex tax questions, flag risks and planning opportunities, and communicate recommendations clearly.
• Oversee tax projections, estimated payments, and extension calculations.
• Coordinate with clients' attorneys, financial advisors, bankers, investment advisors, and family office personnel.
• Manage multiple engagements at once while keeping deadlines, budgets, and client expectations on track.
• Review staff and senior workpapers, coach and mentor associates, and help with scheduling and workflow during busy season.
• Look for opportunities to expand services within existing client relationships.
• Stay current on changing tax laws and regulations.

Skills

CPA/EA required

Tax planning

Tax research

Leadership

Communication skills

Multi-state returns

Client advisory

Education

Bachelor's degree in accounting

Tools

CCH Axcess

Job description

Jobot is seeking a High Net Worth Tax Manager in the DC area to lead tax compliance and planning for individuals, trusts, and family groups. You will be the primary client contact, review complex returns, and mentor staff across associates and seniors.

We value leadership and strong communication as you manage multi-state issues, coordinate with attorneys and financial advisors, and help expand services within existing client relationships.