Lead High Net Worth Tax Manager (Remote)

Jobot; Baltimore (MD); Hybrid; USD 130,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, vision coverage

Disability coverage

27 PTO days

CPE & career development

Hybrid or remote work

Job summary

Jobot, a DC-area CPA firm, seeks a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. You’ll be the primary contact for these clients and mentor associates handling complex returns.

You’ll review federal, state, and local returns, coordinate with attorneys and financial professionals, and shape planning strategies across income tax, estate planning, and charitable giving. A CPA/EA and 8+ years in the field are required.

Qualifications

• Active CPA or EA credential.
• Bachelor’s degree in accounting.
• 8+ years of progressive public accounting experience focusing on high-net-worth compliance and planning.
• Experience reviewing Form 1040 and 1041 returns.
• CCH Axcess experience preferred.
• 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

Leadership experience

Excellent communication

Tax research skills

Project management

Education

Bachelor's degree in accounting

CPA or EA credential

Job description

Jobot, a DC-area CPA firm, seeks a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. You’ll be the primary contact for these clients and mentor associates handling complex returns.

You’ll review federal, state, and local returns, coordinate with attorneys and financial professionals, and shape planning strategies across income tax, estate planning, and charitable giving. A CPA/EA and 8+ years in the field are required.