REMOTE Tax Manager - HNW

Jobot; Garden City South (NY); Remote; USD 140,000 - 160,000; Full time

Job summary

An established industry player is seeking a dynamic HNW Tax Manager for a fully remote role. This exciting opportunity allows you to work with high net worth clients, providing tax planning and compliance services while managing client relationships. You will have the chance to mentor staff and ensure excellent service delivery in a supportive environment that values work-life balance and professional growth. Join a firm recognized for its outstanding culture and enjoy benefits like unlimited PTO, health stipends, and a flexible schedule. If you're passionate about tax and client service, this role is perfect for you.

Benefits

Unlimited PTO

Health & Wellness stipend

Home office stipend

Flex scheduling

Great benefits

401(k)

Excellent culture and work-life balance

Growth and professional development

Qualifications

• Bachelor's degree in accounting or related field required.
• 3+ years of tax experience focusing on HNW/UHNW clients.

Responsibilities

• Provide tax planning and compliance services to HNW clients.
• Review tax returns and manage client relationships.
• Mentor staff and stay updated on tax regulations.

Skills

Tax Planning

Tax Compliance

Client Relationship Management

Leadership

Interpersonal Skills

Communication Skills

Research Skills

Education

Bachelor's degree in Accounting

CPA

Job description

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $160,000.00/yr

Job details

HNW - Unlimited PTO - Work from anywhere

This Jobot Job is hosted by Albert Simons.

Salary $140,000 - $160,000 per year

A Bit About Us

We recently earned the Best of Accounting award from ClearlyRated with 4.9 out of 5 stars! A member of the Top 50 accounting firms, we are a full-service accounting, assurance, and consulting firm, working with clients coast to coast in the US and around the world.

Why join us?

• 100% Permanently Remote w/ room for growth
• Excellent culture and work-life balance
• Great benefits, 401(k), PTO
• Health & Wellness stipend
• Home office stipend
• Flex scheduling, permanently remote career with room to grow
• Unlimited PTO
• Dynamic environment unlike any other CPA firm in the country
• Growth and professional development!

Job Details

We are seeking a dynamic and experienced HNW Tax Manager to join our team! This is a remote position that offers the opportunity to work with high net worth and ultra-high net worth clients. The successful candidate will have a strong background in tax and HNW/UHNW clients. This is a full-time position with competitive compensation and benefits.

Responsibilities

• Provide tax planning and compliance services to high net worth and ultra-high net worth clients
• Review tax returns and workpapers prepared by staff and senior associates
• Manage client relationships and ensure excellent customer service
• Develop and mentor staff and senior associates
• Stay up-to-date with tax laws and regulations and communicate changes to clients and team members
• Assist with business development and marketing efforts

Qualifications

• Bachelor's degree in accounting or related field
• CPA
• 3+ years of experience in tax with a focus on high net worth and ultra-high net worth clients
• Strong technical skills in tax planning, compliance, and research
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong leadership and mentoring skills

If you are passionate about tax and have experience working with high net worth and ultra-high net worth clients, we encourage you to apply for this exciting opportunity!

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.