Senior Tax Manager – HNW Advisory (Hybrid)

Jobot; Florida; Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical, dental, and vision coverage

401(k) plan and profit-sharing

FSA and HSA

Life and AD&D insurance

Parental leave

Generous PTO and holidays

Wellness and assistance programs

Training and professional development

Recognition and rewards programs

Community involvement

Mentorship and career advancement

Job summary

Jobot is seeking a Tax Manager to advise high-net-worth and professional services clients, lead complex engagements, and grow within a collaborative hybrid environment with excellent benefits. Salary ranges from $140,000 to $190,000 per year, with opportunities for discretionary bonus and career advancement.

The role emphasizes proactive tax planning, multi-state considerations, and mentoring junior staff within a supportive firm culture.

Qualifications

• Provide proactive tax planning and consulting services for High Net Worth Individuals
• Trusts & Estates
• S Corporations
• Partnerships and Pass-Through Entities
• Identify tax-saving strategies and planning opportunities
• Review complex federal, state, and local tax returns
• Multi-state taxation
• Retirement planning strategies
• Buy-in/Buy-out transactions
• Partner compensation arrangements
• K-1 allocation matters
• Entity structuring and conversions
• Conduct tax research and prepare technical memoranda
• Manage multiple client engagements simultaneously

Responsibilities

• Serve as the primary tax advisor and relationship manager for clients.
• Oversee preparation and review of Form 1040, Form 1041, Form 1065, Form 1120-S, Form 709.
• Advise clients on multi-state taxation and retirement planning strategies.
• Coordinate with attorneys, wealth advisors, consultants, and external professionals.
• Coach, mentor, and develop tax staff and senior associates.
• Review workpapers, tax returns, and planning deliverables.
• Contribute to business development activities and firm growth initiatives.

Job description

Jobot is seeking a Tax Manager to advise high-net-worth and professional services clients, lead complex engagements, and grow within a collaborative hybrid environment with excellent benefits. Salary ranges from $140,000 to $190,000 per year, with opportunities for discretionary bonus and career advancement.

The role emphasizes proactive tax planning, multi-state considerations, and mentoring junior staff within a supportive firm culture.