Private Client Tax Director — High-Impact & Hybrid Growth

Jobot; New York (NY); Hybrid; USD 190,000 - 225,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical, dental, and vision coverage

401(k) plan and profit-sharing

FSA and HSA

Life insurance

Parental leave

Generous PTO & firm holidays

Wellness programs

Training & development

Mentorship & leadership development

Community involvement

Job summary

Jobot is seeking a high-impact tax professional to join our Private Client Tax team in New York. You will advise ultra-high-net-worth investors and fund executives, lead sophisticated planning engagements, and accelerate your leadership career in a flexible hybrid environment.

You will provide tax planning, compliance, and consulting services to affluent individuals, families, and financial professionals. The role emphasizes client relationship building, complex tax returns, and collaboration

Responsibilities

• Serve as a 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 while acting as a trusted business partner.
• Review complex individual, partnership, trust, estate, gift, and related entity tax returns.
• Advise investment-focused clients, including hedge fund and private equity professionals.
• Work closely with fund CFOs and management companies regarding tax planning and compliance matters.
• Interpret and analyze hedge fund and investment partnership K-1 reporting.
• Conduct tax research and provide recommendations on complex technical tax matters.
• Review tax returns, workpapers, and deliverables prepared by staff.
• Train, mentor, supervise, and evaluate tax professionals.
• Stay current on federal and state legislative and tax policy changes.
• Participate in client development and business growth initiatives.
• Collaborate closely with firm leadership to deliver exceptional client service.

Job description

Jobot is seeking a high-impact tax professional to join our Private Client Tax team in New York. You will advise ultra-high-net-worth investors and fund executives, lead sophisticated planning engagements, and accelerate your leadership career in a flexible hybrid environment.

You will provide tax planning, compliance, and consulting services to affluent individuals, families, and financial professionals. The role emphasizes client relationship building, complex tax returns, and collaboration