Remote Tax Manager: HNW/UHNW & Partnerships

Jobot; New York (NY); Remote; USD 130,000 - 175,000; Full time

Benefits offered by this job

100% Remote

Excellent work-life balance

40 hours or less during non-busyseason

Mentor and develop staff

Job summary

Jobot is seeking a Tax Manager for a REMOTE role serving sophisticated HNW/UHNW clients and partnerships. You’ll manage engagements from planning through completion, review complex tax returns, and provide planning for multi-state filings.

This full-time, remote position offers a healthier work-life balance and a strong benefits package. If you thrive on technical tax work and mentoring, this could be your next career move.

Qualifications

• 6+ years of public accounting tax experience.
• Experience in HNW/UHNW individual taxation, or partnership taxation.
• Experience with complex tax returns and multi-state taxation.
• Strong technical tax research and analytical abilities.
• Excellent communication and client relationship skills.
• Experience reviewing work and mentoring junior professionals.
• CPA preferred.

Responsibilities

• Manage tax engagements from planning through completion.
• Prepare and/or review complex individual, partnership and business tax returns.
• Provide tax planning and compliance services to sophisticated clients.
• Work with HNW/UHNW individuals, families and/or partnership and investment entities.
• Research and resolve federal and state tax issues.
• Assist with complex tax planning and entity structuring.
• Review work prepared by Senior and Staff Tax Accountants.
• Provide technical guidance and mentorship to junior professionals.
• Manage client deadlines, budgets and deliverables.
• Communicate directly with clients regarding tax matters and planning opportunities.
• Work closely with Partners on complex client engagements.
• Identify opportunities to improve processes and deliver a high level of client service.

Skills

Public accounting tax experience

HNW/UHNW taxation

Partnership taxation

Multi-state taxation

Technical tax research

Client communication

Mentoring junior professionals

CPA preferred

Education

Bachelor's degree in Accounting, Finance or related field

Job description

Jobot is seeking a Tax Manager for a REMOTE role serving sophisticated HNW/UHNW clients and partnerships. You’ll manage engagements from planning through completion, review complex tax returns, and provide planning for multi-state filings.

This full-time, remote position offers a healthier work-life balance and a strong benefits package. If you thrive on technical tax work and mentoring, this could be your next career move.