Remote Tax Director: Strategic Wealth Advisory

Jobot; San Francisco (CA); Remoto; USD 220.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Equity options

Unlimited PTO

Healthcare coverage

Rapid upward trajectory

Descrizione del lavoro

Jobot is seeking a senior tax professional for a remote advisory role focused on high-net-worth individuals and complex tax strategies. The position emphasizes strategic planning beyond compliance and building trusted client relationships in a fast-growing firm.

Required: CPA or EA, 10+ years at a Top 100 CPA, and expertise with HNW entities. CCH Axcess experience is preferred. We offer equity options and comprehensive benefits to support growth.

Competenze

• Bachelor's Degree in Accounting or similar field.
• CPA or EA.
• 10+ years of Tax experience from a Top 100 CPA firm.
• Expertise in HNW individuals, closely held businesses and passthrough entities.
• Experience with CCH Axcess.

Mansioni

• Provide strategic, integrated tax planning for sophisticated High Net Worth clients.
• Act as trusted advisor to clients in a fast-growing environment.

Formazione

Bachelor's Degree in Accounting or similar field

CPA or EA

Masters Taxation

Strumenti

CCH Axcess

Descrizione del lavoro

Jobot is seeking a senior tax professional for a remote advisory role focused on high-net-worth individuals and complex tax strategies. The position emphasizes strategic planning beyond compliance and building trusted client relationships in a fast-growing firm.

Required: CPA or EA, 10+ years at a Top 100 CPA, and expertise with HNW entities. CCH Axcess experience is preferred. We offer equity options and comprehensive benefits to support growth.