Senior Private Client Tax Advisor for UHNW Investors

Jobot; Cranford (NJ); Híbrido; USD 150.000 - 185.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work

Medical coverage

Dental coverage

Vision coverage

401(k) Plan

FSA/HSA

Life insurance

Parental leave

PTO

Descripción de la vacante

Jobot is seeking a high-impact Private Client Tax professional to advise ultra-high-net-worth investors and fund executives in New Jersey. You’ll lead sophisticated tax planning engagements, build strong client relationships, and contribute to a collaborative, growth‑oriented firm culture.

This role offers hybrid flexibility, a competitive salary ($150,000–$185,000), a discretionary bonus, and opportunities to mentor staff, develop leadership skills, and participate in business development

Formación

• Experience advising ultra-high-net-worth individuals and families is preferred.
• Strong background in individual, trust, partnership, and estate tax.
• Ability to interpret complex tax information and communicate clearly.

Responsabilidades

• Advise ultra-high-net-worth individuals, families, and financial services professionals.
• Provide innovative tax planning, consulting, and compliance services.
• Develop and maintain strong client relationships as a trusted business partner.
• Review complex tax returns and tax documents for diverse client needs.
• Mentor and supervise junior staff and stay updated on tax policy changes.
• Support business development initiatives and client engagement.

Conocimientos

Tax planning

Wealth advisory

Client relations

Mentoring

Leadership

Descripción del empleo

Jobot is seeking a high-impact Private Client Tax professional to advise ultra-high-net-worth investors and fund executives in New Jersey. You’ll lead sophisticated tax planning engagements, build strong client relationships, and contribute to a collaborative, growth‑oriented firm culture.

This role offers hybrid flexibility, a competitive salary ($150,000–$185,000), a discretionary bonus, and opportunities to mentor staff, develop leadership skills, and participate in business development