Remote Tax Partner: High Net Worth, Equity

Jobot; Tampa (FL); Hybrid; USD 200,000 - 350,000; Full time

Benefits offered by this job

Partner - equity comp

Hybrid

Unlimited PTO

Paid holidays

Medical/dental/vision

401K match

Job summary

Jobot is seeking a Remote Tax Partner - High Net Worth to join our prestigious, top-tier firm. This role focuses on delivering strategic tax planning and compliance for high net worth individuals and families, with an equity-backed path to partnership.

The position offers hybrid or remote work, a competitive salary, and a collaborative environment designed to drive growth and client success. You will lead advisory engagements and help expand the firm’s wealth planning capabilities.

Qualifications

• Bachelor's degree in Accounting, Finance or related field; master's in Taxation or CPA highly preferred.
• Minimum 5 years in tax, high net worth focus, preferably in public accounting or law firm.
• Deep knowledge of tax accounting, tax law, planning, advisory and compliance.
• Strong analytical and communication skills; entrepreneurial mindset to pursue new opportunities.

Responsibilities

• Provide comprehensive tax planning and advisory services to high net worth clients.
• Oversee all tax compliance work, including returns and projections.
• Develop tailored tax strategies to minimize liabilities and optimize outcomes.
• Stay updated on tax law changes to ensure proactive, compliant advising.
• Build strong client relationships and ensure exceptional service.
• Collaborate with partners and team for integrated client service.
• Contribute to growth through business development and marketing initiatives.
• Experience with trusts, estates and wealth planning.

Skills

Tax accounting

Tax law

Tax planning

Tax advisory

Tax compliance

Education

Bachelor's degree in Accounting/Finance

Master’s in Taxation or CPA designation

Job description

Jobot is seeking a Remote Tax Partner - High Net Worth to join our prestigious, top-tier firm. This role focuses on delivering strategic tax planning and compliance for high net worth individuals and families, with an equity-backed path to partnership.

The position offers hybrid or remote work, a competitive salary, and a collaborative environment designed to drive growth and client success. You will lead advisory engagements and help expand the firm’s wealth planning capabilities.