Senior Tax Manager - PCS

Jobot; West Palm Beach (FL); On-site; USD 170,000 - 220,000; Full time

Benefits offered by this job

216 hours of PTO (5.5 weeks)

Highly Competitive Base Salary

Great Benefits

Annual raises!

401k Matching!

Job summary

Jobot is seeking a seasoned private client services CPA to serve UHNW clients. This role focuses on trusts, estates, gift tax, and closely held entities within our growing CPA firm.

The ideal candidate has 7+ years of experience with high net worth individuals, mentors staff, and holds an active CPA; Masters in accounting/taxation preferred. We offer a competitive salary and benefits.

Qualifications

• 7+ years of experience working with high net worth individuals and closely held businesses.
• Experience mentoring and managing staff and senior staff.
• Active CPA required
• Masters in Accounting/Taxation preferred

Responsibilities

• Lead UHNW client engagements within Private Client Services.

Skills

Mentoring staff

Staff management

Education

Active CPA

Masters in Accounting/Taxation (preferred)

Job description

Salary: $170,000 - $220,000 per year

This Jobot Job is hosted by: Albert Simons

UHNW, Trusts, Estates, Gift tax

A bit about us

We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own.

Our mission is to provide exceptional client services.

Our professionals help our clients define and meet their financial goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.

Why join us

• 216 hours of PTO (5.5 weeks)
• Highly Competitive Base Salary
• Great Benefits
• Annual raises!
• 401k Matching!

Job Details

This position is part of our Private Client Services group and is focused on UHNW clients!

• 7+ years of experience working with high net work individuals and closely held businesses
• Experience mentoring and managing staff and senior staff
• Active CPA required
• Masters in Accounting/Taxation preferred

Equal Opportunity

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.