Senior Private Client Tax Advisor

Jobot; Stamford (CT); Hybrid; USD 150,000 - 185,000; Full time

Benefits offered by this job

Hybrid schedule

Medical, dental, and vision coverage

401(k) plan

Paid firm holidays

FSA and HSA

Life insurance

Parental leave

Mentorship and leadership development

Job summary

Jobot is seeking a Senior Private Client Tax professional in Stamford, CT to advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, and accelerate your leadership career in a high-impact team with hybrid flexibility.

You will review complex individual, partnership, trust, estate, and investment tax matters, build lasting client relationships, mentor staff, and collaborate with fund CFOs to deliver compliant, strategic tax solutions.

Responsibilities

• Serve as a primary advisor to ultra-high-net-worth individuals, families, and financial services professionals.
• Provide innovative tax planning, consulting, and compliance services.
• Develop and maintain strong client relationships while acting as a trusted business partner.
• Review complex individual, partnership, trust, estate, gift, and related entity tax returns.
• Advise investment-focused clients, including hedge fund and private equity professionals.
• Work closely with fund CFOs and management companies regarding tax planning and compliance matters.
• Interpret and analyze hedge fund and investment partnership K-1 reporting.
• Conduct tax research and provide recommendations on complex technical tax matters.
• Review tax returns, workpapers, and deliverables prepared by staff.
• Train, mentor, supervise, and evaluate tax professionals.
• Stay current on federal and state legislative and tax policy changes.
• Participate in client development and business growth initiatives.
• Collaborate closely with firm leadership to deliver exceptional client service.

Skills

Tax planning

Client relationships

Tax compliance

Mentorship

Tax research

Job description

Jobot is seeking a Senior Private Client Tax professional in Stamford, CT to advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, and accelerate your leadership career in a high-impact team with hybrid flexibility.

You will review complex individual, partnership, trust, estate, and investment tax matters, build lasting client relationships, mentor staff, and collaborate with fund CFOs to deliver compliant, strategic tax solutions.