Strategic Tax Director for HNW Clients — Remote

Jobot; Chicago (IL); Remote; USD 220,000 - 250,000; Full time

Benefits offered by this job

Equity options

Unlimited PTO

100% Healthcare coverage

Rapid upward trajectory

Job summary

Jobot is seeking a senior tax professional for a remote, high-impact role focused on strategic tax planning for high-net-worth clients. This position moves beyond compliance to deliver integrated tax strategies in a fast-growing, technology-enabled advisory firm.

The ideal candidate holds a CPA or EA with 10+ years in a top CPA firm, deep knowledge of pass-through entities and foreign filings, and experience with CCH Axcess. Jobot offers equity options and comprehensive benefits.

Qualifications

• Bachelor's degree in Accounting or a related field.
• CPA or EA license.
• 10+ years of tax experience from a top 100 CPA firm.
• Expertise in high-net-worth individuals, closely held businesses and passthrough entities.
• Experience with CCH Axcess.

Responsibilities

• Provide strategic, integrated tax planning for sophisticated High Net Worth clients.
• Move beyond compliance to advisory work in a fast-growing environment.

Skills

Tax expertise

HNW client experience

CCH Axcess experience

Education

Bachelor's degree in Accounting

Tools

CCH Axcess

Job description

Jobot is seeking a senior tax professional for a remote, high-impact role focused on strategic tax planning for high-net-worth clients. This position moves beyond compliance to deliver integrated tax strategies in a fast-growing, technology-enabled advisory firm.

The ideal candidate holds a CPA or EA with 10+ years in a top CPA firm, deep knowledge of pass-through entities and foreign filings, and experience with CCH Axcess. Jobot offers equity options and comprehensive benefits.