Strategic Tax Planning Director - HNW & Tech Execs (Remote)

Jobot; Chicago (IL); A distancia; USD 200.000 - 230.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity options

Unlimited PTO

100% Healthcare coverage for employees

Rapid upward trajectory opportunities

Descripción de la vacante

Jobot is seeking a senior tax advisor to advise high-net-worth clients with strategic planning and compliance oversight. The role focuses on advisory work beyond mere compliance, handling complex tax situations for owners, founders, and investors.

Remote-friendly Chicago-based firm offers equity options, unlimited PTO, and 100% healthcare coverage for employees. Required: CPA or EA, 10+ years at a Top 100 firm, Bachelor's in Accounting, expertise with pass-through entities and foreign filings;

Formación

• Bachelor's degree in accounting or related field required.
• CPA or EA certification required.
• 10+ years of tax experience at a Top 100 CPA firm.
• Expertise with high net worth individuals, closely held businesses and passthrough entities.
• Experience with CCH Axcess.

Responsabilidades

• Provide strategic tax planning for high net worth clients.
• Move beyond compliance to integrated tax advisory work.
• Build and manage trusted advisor relationships with clients.

Conocimientos

Tax planning

HNW clients

Educación

Bachelor's Degree in Accounting or related field

Herramientas

CCH Axcess

Descripción del empleo

Jobot is seeking a senior tax advisor to advise high-net-worth clients with strategic planning and compliance oversight. The role focuses on advisory work beyond mere compliance, handling complex tax situations for owners, founders, and investors.

Remote-friendly Chicago-based firm offers equity options, unlimited PTO, and 100% healthcare coverage for employees. Required: CPA or EA, 10+ years at a Top 100 firm, Bachelor's in Accounting, expertise with pass-through entities and foreign filings;