Remote Tax Planning Director - High-Net-Worth Strategy

Jobot; San Francisco (CA); Remote; USD 200,000 - 230,000; Full time

Benefits offered by this job

Equity options for all employees

Unlimited PTO

100% Healthcare coverage for employees

Family coverage majority

Rapid upward trajectory opportunities

Job summary

Jobot is seeking an experienced tax professional for a remote advisory role focused on high net worth clients across the U.S. This position goes beyond traditional compliance to deliver strategic tax planning and proactive wealth-building counsel.

You will work with a fast-growing private client tax advisory firm, leveraging technology to enhance client outcomes, while enjoying equity options, full healthcare, unlimited PTO, and rapid career growth.

Qualifications

• Bachelor's Degree in Accounting or similar field required.
• CPA or EA designation required or preferred.
• 10+ years of tax experience from a Top 100 CPA firm.
• Expertise with high net worth individuals, closely held businesses and passthrough entities.
• Experience with CCH Axcess is preferred.

Responsibilities

• Provide strategic, integrated tax planning for sophisticated high net worth clients.
• Move beyond compliance to advisory-focused tax services for clients.

Skills

Tax advisory

HNW taxation

Client relationships

Strategic planning

Education

Bachelor's Degree in Accounting or similar field

CPA or EA

Masters Taxation

Tools

CCH Axcess

Job description

Jobot is seeking an experienced tax professional for a remote advisory role focused on high net worth clients across the U.S. This position goes beyond traditional compliance to deliver strategic tax planning and proactive wealth-building counsel.

You will work with a fast-growing private client tax advisory firm, leveraging technology to enhance client outcomes, while enjoying equity options, full healthcare, unlimited PTO, and rapid career growth.