Remote Tax Planning Director - HNW Advisory

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

Benefits offered by this job

Equity options

Unlimited PTO

100% Healthcare coverage for employees

Upward trajectory opportunities

Job summary

Jobot is seeking a senior tax advisor to deliver strategic, proactive tax planning for high-net-worth clients, beyond traditional compliance. You will join a rapidly growing boutique advisory team that values deep technical rigor and strong client relationships.

The role emphasizes advisory work and integration of technology to optimize tax outcomes, with equity options and comprehensive benefits. Remote opportunities exist for qualified candidates nationwide.

Qualifications

• Bachelor's degree in accounting or equivalent.
• CPA or EA credential required.
• 10+ years tax experience from a Top 100 CPA firm.
• Expertise with high-net-worth individuals and closely held/passthrough entities.
• Experience with CCH Axcess.

Responsibilities

• Provide strategic tax planning for high-net-worth clients.
• Build and manage client relationships and advisory services.
• Leverage technology to enhance tax workflows.

Skills

Tax advisory

Client advisory

Education

Bachelor's degree in accounting

CPA or EA

Tools

CCH Axcess

Job description

Jobot is seeking a senior tax advisor to deliver strategic, proactive tax planning for high-net-worth clients, beyond traditional compliance. You will join a rapidly growing boutique advisory team that values deep technical rigor and strong client relationships.

The role emphasizes advisory work and integration of technology to optimize tax outcomes, with equity options and comprehensive benefits. Remote opportunities exist for qualified candidates nationwide.