Tax Director

Jobot; Beverly Hills (CA); Remote; USD 175,000 - 250,000; Full time

Benefits offered by this job

Equity plans

Fully remote position

Unlimited PTO

Employer-paid healthcare

Job summary

Jobot is seeking an HNWI Client Advisor to lead proactive tax planning and compliance for high-net-worth individuals and businesses. You will review complex returns and provide strategic guidance on federal and multistate filings, with direct leadership responsibilities over associates and managers.

The role is fully remote, includes equity plans, unlimited PTO, and 100% employer-paid healthcare coverage for employees.

Qualifications

• CPA license or JD required
• 8+ years of tax experience
• 4+ years in a supervisory/leadership role

Responsibilities

• Lead proactive tax planning, consulting, and compliance engagements for high-net-worth individuals and business owners.
• Review and sign complex federal and multistate returns (1040, 1041, 1065, 1120, 1120S).
• Provide technical guidance on filings, estimates, extensions, audits, and multistate filings.
• Serve clients with holdings across closely held businesses, real estate, private equity, venture capital, hedge funds, and family offices.
• Establish engagement objectives, scope, staffing, budgets, and timelines while ensuring quality and delivery.
• Maintain proactive year-round client communication and identify additional advisory opportunities.
• Generate new high-net-worth and business clients through relationships and outreach.
• Recruit, mentor, train, and evaluate Associates and Managers to strengthen capabilities.
• Leverage modern tax technology to improve efficiency and client experience.

Skills

CPA/JD required

8+ years tax experience

4+ years leadership

Technical tax knowledge (1040/1041/106

Education

CPA license or JD

Job description

HNWI Client Advisor | Employee Equity, Unlimited PTO, and the Chance to Help Scale a Fast-Growing HNW Tax Platform

This Jobot Job is hosted by: Emily Bohanon

Salary: $175,000 - $250,000 per year

A bit about us:

We are a rapidly growing strategic tax platform transforming how high-net-worth individuals, entrepreneurs, and business owners work with their tax advisors.

We currently serve thousands of clients across high-net-worth households, closely held businesses, real estate, private equity, venture capital, hedge funds, estates, trusts, and family offices. With revenue projected to more than double this year, we are investing heavily in experienced tax leadership, continued team growth, and proprietary technology that allows our professionals to spend more time advising clients and less time on administrative work.

Why join us?

• Fully remote position
• Equity plans for all employees
• Unlimited PTO
• 100% employer-paid healthcare coverage for employees
• Majority of healthcare costs covered for eligible family members
• Rapidly growing company with substantial long-term advancement potential
• Direct influence over team development, client strategy, technology, and firm processes
• Proprietary AI technology designed to streamline document ingestion, classification, and tax-data extraction
• Entrepreneurial environment where senior leaders have a meaningful voice in building the business

Job Details

• Active CPA license or JD required, along with at least eight years of tax experience and four years in a supervisory, training, or leadership capacity.
• Lead proactive tax planning, consulting, and compliance engagements for high-net-worth individuals, entrepreneurs, executives, and business owners.
• Review and sign complex federal and multistate returns involving individuals, partnerships, S corporations, C corporations, estates, and trusts.
• Provide technical guidance involving Forms 1040, 1041, 1065, 1120, and 1120S, as well as estimated payments, extensions, audits, and multistate filings.
• Serve clients with complex holdings across closely held businesses, real estate, private equity, venture capital, hedge funds, and family offices.
• Establish engagement objectives, scope, methodology, staffing, budgets, and timelines while maintaining ultimate responsibility for quality and delivery.
• Maintain proactive, year-round client communication and identify additional planning, advisory, and compliance opportunities.
• Generate new high-net-worth and business clients through existing relationships, referrals, outbound introductions, and strategic networking.
• Recruit, mentor, train, and evaluate Associates and Managers while strengthening the team’s technical and client-management capabilities.
• Leverage modern tax technology to improve efficiency, elevate the client experience, and help shape a scalable national tax platform.

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.

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