Senior Tax Manager – Remote for UHNW Clientele

Jobot; San Francisco (CA); Remote; USD 160,000 - 230,000; Full time

Benefits offered by this job

Remote work

Medical Insurance

PTO & Holidays

401(k) / Profit Sharing

Job summary

Jobot is seeking a Senior Tax Manager to serve high-net-worth and ultra-high-net-worth clients from a fully remote setup. You will lead complex tax engagements, provide planning and compliance services, and partner with experienced professionals to deliver sophisticated advisory work while maintaining a strong focus on client relationships.

The ideal candidate brings 8+ years in public accounting tax, solid knowledge of multi-state tax matters, and a CPA is preferred.

Qualifications

• 8+ years of public accounting tax experience.
• Significant experience working with high-net-worth and ultra-high-net-worth individuals and families.
• CPA preferred; strong technical tax knowledge.

Responsibilities

• Manage and oversee complex tax engagements for HNW/UHNW individuals, families and closely held businesses.
• Provide tax planning and compliance services across a sophisticated client base.
• Review complex federal and state individual and business tax returns.
• Advise clients on tax planning opportunities, entity structuring, wealth transfer and other tax matters.
• Work with clients and internal teams to identify and implement tax-saving strategies.
• Oversee and mentor Tax Seniors, Staff and other team members.
• Manage engagement timelines, budgets and deliverables.
• Develop and maintain strong, long-term client relationships.
• Collaborate with Partners on complex client matters and strategic tax planning.
• Research and resolve complex federal and state tax issues.
• Assist with IRS and state examinations as needed

Skills

Public accounting tax experience

HNW/UHNW client experience

CPA preferred

Strong client communication

Education

Bachelor's degree in Accounting, Finance or related field

Job description

Jobot is seeking a Senior Tax Manager to serve high-net-worth and ultra-high-net-worth clients from a fully remote setup. You will lead complex tax engagements, provide planning and compliance services, and partner with experienced professionals to deliver sophisticated advisory work while maintaining a strong focus on client relationships.

The ideal candidate brings 8+ years in public accounting tax, solid knowledge of multi-state tax matters, and a CPA is preferred.