Remote Tax Director for High-Net-Worth Advisory

Jobot; San Diego (CA); Remote; USD 220.000 - 250.000; Vollzeit

Benefits dieser Stelle

Equity options

Entrepreneurial environment

Unlimited PTO

100% healthcare coverage for employees

Rapid upward trajectory opportunities

Zusammenfassung

Jobot is a fast-growing private client tax advisory firm delivering proactive, year-round tax strategy powered by modern technology. We serve 5,000+ U.S. clients, including high-net-worth individuals and founders, with white-glove advisory and strategic planning beyond compliance.

We seek an experienced tax professional to provide strategic tax planning for sophisticated HNW clients, featuring equity options, unlimited PTO, and 100% employee health coverage in a remote, entrepreneurial setting.

Qualifikationen

• Bachelor’s degree in Accounting or related field.
• CPA or EA designation.
• 10+ years of tax experience in a Top 100 CPA firm.
• Expertise with high-net-worth individuals, closely held businesses and pass-through entities.
• Experience with CCH Axcess.

Aufgaben

• Move beyond compliance to strategic, integrated tax planning for sophisticated High Net Worth clients.
• Act as a trusted advisor in a fast-growing advisory environment.
• Build and maintain client relationships and provide proactive tax guidance.

Kenntnisse

Tax experience 10+ yrs

HNW tax

Foreign filings (5471, 8865)

Tax planning

QSBS knowledge

Ausbildung

Bachelor's Degree in Accounting or similar field

Tools

CCH Axcess

Jobbeschreibung

Jobot is a fast-growing private client tax advisory firm delivering proactive, year-round tax strategy powered by modern technology. We serve 5,000+ U.S. clients, including high-net-worth individuals and founders, with white-glove advisory and strategic planning beyond compliance.

We seek an experienced tax professional to provide strategic tax planning for sophisticated HNW clients, featuring equity options, unlimited PTO, and 100% employee health coverage in a remote, entrepreneurial setting.