Private Client Tax Manager — High-Net-Worth (Hybrid)

Jobot; Town/Village of Harrison (NY); Hybrid; USD 150,000 - 185,000; Full time

Benefits offered by this job

Hybrid work schedule

Performance bonus

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Profit-sharing

FSA/HSA

Life insurance

Parental leave

PTO

Wellness programs

Development opportunities

Mentorship

Job summary

Jobot is seeking a high-impact Private Client Tax professional to advise ultra-high-net-worth investors and fund executives, lead complex tax planning engagements, and accelerate your leadership career. This role offers hybrid flexibility, a competitive compensation package, and a clear path to mentorship and growth within a premier accounting, tax, and advisory firm.

You will develop relationships with UHNW clients, review intricate returns, and collaborate with fund CFOs to optimize tax

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 Private Client Tax professional to advise ultra-high-net-worth investors and fund executives, lead complex tax planning engagements, and accelerate your leadership career. This role offers hybrid flexibility, a competitive compensation package, and a clear path to mentorship and growth within a premier accounting, tax, and advisory firm.

You will develop relationships with UHNW clients, review intricate returns, and collaborate with fund CFOs to optimize tax