Private Client Tax Manager — Hybrid & Leadership Path

Jobot; New York (NY); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

Hybrid work schedule

Discretionary bonus

Medical, dental, and vision

401(k) plan and profit-sharing

FSA/HSA

Parental leave

Generous PTO and holidays

Wellness programs

Training and development

Job summary

Jobot is seeking a high-impact private client tax professional to advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, and accelerate leadership in an entrepreneurial, collaborative firm.

Enjoy hybrid flexibility, a performance-driven culture, and opportunities for professional development while delivering innovative tax solutions and strong client relationships.

Qualifications

• Provide innovative tax planning, consulting, and compliance services.
• Review and interpret complex returns for individuals, partnerships, trusts, estates, gifts, and related entities.
• Develop and maintain strong client relationships while acting as a trusted business partner.

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.
• Review complex entity tax returns and tax-related delivers prepared by staff.
• Train, mentor, supervise, and evaluate tax professionals.
• Stay current on federal and state tax policy changes.
• Participate in client development and business growth initiatives.

Skills

Tax planning

Client advisory

Leadership

Job description

Jobot is seeking a high-impact private client tax professional to advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, and accelerate leadership in an entrepreneurial, collaborative firm.

Enjoy hybrid flexibility, a performance-driven culture, and opportunities for professional development while delivering innovative tax solutions and strong client relationships.