Senior High Net Worth Tax Manager | Remote or Hybrid

Jobot; New York (NY); Hybrid; USD 130,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, vision

Disability insurance

27 PTO days

CPE support

Hybrid/Remote work

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 client base. You will be the primary contact, reviewing complex returns and mentoring associates who prepare them.

The role requires CPA or EA credentials, 8+ years in public accounting, and strong skills in tax planning and research. Hybrid or remote work is available, with opportunities for career development.

Qualifications

• 8+ years of progressive public accounting experience focusing on high-net-worth compliance and planning.
• Active CPA or EA credential.
• Experience reviewing Form 1040 and 1041.
• Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus.
• CCH Axcess experience preferred.
• Leadership experience with the ability to mentor staff.
• Strong tax research skills.
• Excellent communication and interpersonal skills.

Responsibilities

• Serve as main point of contact for high-net-worth individuals and families.
• Review complex federal, state, and local returns including trust returns.
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, and investments.
• Research complex tax questions 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 with deadlines, budgets, and client expectations.
• Review staff workpapers, coach and mentor associates.

Skills

HNW tax

Tax planning

Tax research

Leadership

Communication

Education

Bachelor's degree in accounting

CPA or EA

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 client base. You will be the primary contact, reviewing complex returns and mentoring associates who prepare them.

The role requires CPA or EA credentials, 8+ years in public accounting, and strong skills in tax planning and research. Hybrid or remote work is available, with opportunities for career development.