Tax Director

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

Benefits offered by this job

Equity plans

Unlimited PTO

Employer-paid healthcare

Family coverage

Job summary

Jobot is seeking an HNWI Client Advisor to lead tax planning and compliance for high-net-worth individuals and business owners. This fully remote role requires an active CPA or JD with 8+ years of tax experience and leadership experience.

You will oversee complex returns, guide engagement strategy, and drive client growth using cutting-edge tax technology. The position offers equity options, unlimited PTO, and comprehensive employer-paid health coverage, with significant impact on the firm’s

Qualifications

• Active CPA license or JD required.
• Eight+ years of tax experience and at least four years in a supervisory/leadership role.
• Experience serving high-net-worth individuals, entrepreneurs, and business owners.

Responsibilities

• Lead proactive tax planning, consulting, and compliance engagements for HNW individuals and business owners.
• Review and sign complex federal and multistate returns for individuals, partnerships, S corporations, estates, trusts.
• Provide technical guidance on Forms 1040, 1041, 1065, 1120, and 1120S and related tax matters.
• Establish engagement objectives, scope, staffing, budgets, and timelines with accountability for quality and delivery.
• Maintain proactive year-round client communication and identify additional planning opportunities.
• Generate new high-net-worth client relationships through referrals and strategic networking.
• Recruit, mentor, train, and evaluate Associates and Managers to strengthen client-management capabilities.
• Leverage modern tax technology to improve efficiency and client experience.

Skills

Tax planning

Client management

Leadership

Team supervision

Communication

Education

CPA license or JD

Tools

Tax software

Job description

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

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. Our approximately 50-person organization combines sophisticated tax expertise with modern technology to provide clients with proactive, year-round guidance rather than a traditional tax-season-only relationship.

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.

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.

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