Remote Tax Partner: High Net Worth, Equity Options

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

Benefits offered by this job

Partner path

Hybrid

Unlimited PTO

Paid holidays

Medical/dental/vision

401K match

Job summary

Jobot is seeking a Tax Partner - High Net Worth (REMOTE) in Tampa, FL, with a clear path to partnership. You will lead strategic tax planning and compliance for high net worth clients while guiding a growing practice in a collaborative, client-focused environment.

The role offers a hybrid work model, equity opportunities, unlimited PTO, and a comprehensive benefits package. Ideal candidates have 5+ years in tax roles for high net worth individuals and strong leadership skills.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation or CPA preferred.
• Minimum 5 years in a tax role focusing on high net worth clients.
• Strong knowledge of tax accounting, tax law, planning, advisory, and compliance.
• Excellent analytical, interpretive and client-facing skills.
• Outstanding communication and interpersonal abilities.
• Proactive, entrepreneurial, and able to pursue new business opportunities.
• Commitment to exceptional client service and firm growth.

Responsibilities

• Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.
• Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections.
• Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
• Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.
• Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service.
• Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service.
• Providing thought leadership and contributing to the firm’s growth and development by identifying new business opportunities and participating in marketing initiatives.
• Experience with trust, estates, wealth planning.

Skills

Tax planning

Tax compliance

Analytical skills

Communication

Entrepreneurial mindset

Client service

Education

Bachelor's degree in Accounting/Finance

Master's in Taxation or CPA

Job description

Jobot is seeking a Tax Partner - High Net Worth (REMOTE) in Tampa, FL, with a clear path to partnership. You will lead strategic tax planning and compliance for high net worth clients while guiding a growing practice in a collaborative, client-focused environment.

The role offers a hybrid work model, equity opportunities, unlimited PTO, and a comprehensive benefits package. Ideal candidates have 5+ years in tax roles for high net worth individuals and strong leadership skills.