Remote Tax Director, HNW Advisory — Equity & PTO

Jobot; West Hollywood (CA); Remote; USD 220,000 - 250,000; Full time

Benefits offered by this job

Equity options for all employees

Unlimited PTO

100% Healthcare coverage for employees

Job summary

Jobot is seeking a seasoned tax professional to lead strategic planning for high-net-worth clients in a fast-growing tax advisory firm. This remote role focuses on advisory and relationship-building beyond compliance, leveraging technology to deliver proactive tax strategies for sophisticated clients.

Ideal candidates hold a CPA or EA with 10+ years of experience from a Top 100 CPA firm, and possess deep expertise with HNW individuals, closely held businesses, and passthrough entities.

Qualifications

• Bachelor's degree in accounting or similar field required.
• CPA or EA credential required.
• 10+ years of tax experience from a Top 100 CPA firm.
• Expertise with high-net-worth individuals and closely held businesses.
• Experience with CCH Axcess required.

Responsibilities

• Provide strategic tax planning for high-net-worth clients and complex entities.
• Build and maintain advisory relationships with clients, going beyond compliance.
• Collaborate with a multi-disciplinary team to deliver comprehensive tax strategies.

Skills

HNW tax expertise

Client advisory

Top 100 CPA experience

Tax planning

Education

Bachelor's Degree in Accounting or similar field

CPA or EA

Masters Taxation

Tools

CCH Axcess

Job description

Jobot is seeking a seasoned tax professional to lead strategic planning for high-net-worth clients in a fast-growing tax advisory firm. This remote role focuses on advisory and relationship-building beyond compliance, leveraging technology to deliver proactive tax strategies for sophisticated clients.

Ideal candidates hold a CPA or EA with 10+ years of experience from a Top 100 CPA firm, and possess deep expertise with HNW individuals, closely held businesses, and passthrough entities.