Senior High Net Worth Tax Manager - Hybrid/Remote

Jobot; Atlanta (GA); Ibrido; USD 130.000 - 200.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid or remote work

401(k) with employer match

Medical, dental, vision, and-disabi l

27 PTO days

CPE and career development support

Collaborative culture with real work‑/

Descrizione del lavoro

Jobot is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. You will serve as the primary client contact, review complex returns, and mentor junior staff across multi-state scenarios.

The role emphasizes strategic tax planning across estates, gifts, and investments, with opportunities to expand services within existing client relationships and to drive firm growth.

Competenze

• Active CPA or EA required.
• Bachelor's degree in accounting.
• 8+ years of public accounting experience with focus on high-net-worth compliance and planning.
• Experience reviewing Form 1040 and 1041 returns.
• Strong tax research skills.
• Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus.
• CCH Axcess experience preferred.
• Leadership experience, with ability to motivate and develop a team.
• Excellent communication and interpersonal skills.

Mansioni

• Serve as the main point of contact for high-net-worth individuals and families, building long-term advisory relationships.
• Review complex federal, state, and local returns, including individual and trust returns, and manage multi-state issues when they arise.
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, executive compensation, and investments.
• Research complex tax questions, flag risks and planning opportunities, and communicate recommendations clearly.
• Oversee tax projections, estimated payments, and extension calculations.
• Coordinate with clients' attorneys, financial advisors, bankers, investment advisors, and family office personnel.
• Manage multiple engagements at once while keeping deadlines, budgets, and client expectations on track.
• Review staff and senior workpapers, coach and mentor associates, and help with scheduling and workflow during busy season.
• Look for opportunities to expand services within existing client relationships.
• Stay current on changing tax laws and regulations.

Conoscenze

Tax planning

Leadership

Communication

Tax research

Formazione

Bachelor's in Accounting

Strumenti

CCH Axcess

Descrizione del lavoro

Jobot is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. You will serve as the primary client contact, review complex returns, and mentor junior staff across multi-state scenarios.

The role emphasizes strategic tax planning across estates, gifts, and investments, with opportunities to expand services within existing client relationships and to drive firm growth.