Senior High Net Worth Tax Manager — Remote

Jobot; Boston (MA); Hybrid; USD 130,000 - 200,000; Full time

Benefits offered by this job

Hybrid or remote work

401(k) with employer match

Medical, dental, vision, and disabling

27 PTO days

CPE and career development support

Collaborative culture

Job summary

Jobot is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups within a DC-area CPA firm. You’ll act as the primary client contact, review complex returns, and mentor staff.

The role requires an active CPA or EA, 8+ years in public accounting focused on high-net-worth work, and strong leadership and communication skills. Hybrid or remote work is available, with a client-focused advisory approach.

Qualifications

• Active CPA or EA
• Bachelor's degree in accounting
• 8+ years of progressive public accounting experience with a 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 the ability to motivate and develop a team
• Excellent communication and interpersonal skills

Responsibilities

• 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

Skills

Tax planning

Tax research

Communication

Leadership

Client relations

Multi-state tax

Education

CPA or EA

Bachelor's degree in accounting

Tools

CCH Axcess

Job description

Jobot is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups within a DC-area CPA firm. You’ll act as the primary client contact, review complex returns, and mentor staff.

The role requires an active CPA or EA, 8+ years in public accounting focused on high-net-worth work, and strong leadership and communication skills. Hybrid or remote work is available, with a client-focused advisory approach.