Tax Manager

Jobot; Dallas (TX); On-site; USD 110,000 - 200,000; Full time

Job summary

Jobot is seeking an experienced Wealth Management Tax Manager to lead tax planning, preparation, and review for our high-net-worth clients, ensuring compliance with federal and state laws while delivering proactive strategies.

The role requires strong knowledge of 1031 exchanges, real estate tax, and S‑Corp matters, with a CPA or EA designation and at least five years in wealth management tax.

Qualifications

• Bachelor's degree in Accounting or Finance; master's preferred.
• Minimum of 5 years in wealth management tax planning and preparation for high net worth clients.
• CPA or EA designation required.
• Experience with 1031 exchanges, real estate tax, and S Corp tax matters.
• Strong analytical, communication, and organizational skills.
• Proficient in tax preparation and financial software.

Responsibilities

• Manage the tax planning and preparation process for high net worth individuals, corporations, and partnerships.
• Provide expert guidance on complex tax issues, such as 1031 exchanges, real estate tax, and S Corp tax matters.
• Develop and implement tax planning strategies to minimize tax liabilities and optimize financial outcomes for clients.
• Review and analyze financial statements, tax returns, and other financial documents to ensure accuracy and compliance with federal and state tax laws.
• Maintain up-to-date knowledge of current tax laws and regulations and apply this knowledge to client situations.
• Collaborate with other team members to provide comprehensive financial planning services to clients.
• Build and maintain strong relationships with clients, providing excellent customer service and responding to client inquiries in a timely manner.
• Mentor and provide guidance to junior staff members, fostering a positive and collaborative work environment.

Skills

Strong analytical skills

Excellent communication

Organizational skills

Problem solving

Financial software proficiency

Education

Bachelor's degree in Accounting/Finance

Master's degree in Taxation or related field (preferred)

Tools

Tax preparation software

Financial software

Job description

Salary: $110,000 - $200,000 per year

We believe wealth is more than a number — it's a tool for living fully, giving generously, and pursuing what matters most to you.

Founded over two decades ago, we've grown from a regional advisory firm into a national wealth management practice with billions in assets under management and offices across the country. But through every stage of our growth, one thing has never changed: our commitment to helping our clients, colleagues, and communities live a richer life.

Why join us?

• Do Work That Matters
• Grow Without a Ceiling
• Be Part of a Genuine Culture
• Build Something You Own
• A Team That Has Your Back
• Inclusion Is Core to Who We Are

Job Details

Our firm is seeking an experienced, dynamic, and highly motivated Wealth Management Tax Manager to join our team. This individual will play a critical role in managing the tax planning, preparation, and review process for our high net worth clients. The successful candidate will have a strong background in wealth management, tax planning, and compliance for individuals, corporations, and partnerships. This role offers an exciting opportunity for growth and development within the company, with a focus on providing high-quality service to our clients.

Responsibilities

• Manage the tax planning and preparation process for high net worth individuals, corporations, and partnerships.
• Provide expert advice and guidance on complex tax issues, such as 1031 exchanges, real estate tax, and S Corp tax matters.
• Develop and implement tax planning strategies to minimize tax liabilities and optimize financial outcomes for clients.
• Review and analyze financial statements, tax returns, and other financial documents to ensure accuracy and compliance with federal and state tax laws.
• Maintain up-to-date knowledge of current tax laws and regulations and apply this knowledge to client situations.
• Collaborate with other team members to provide comprehensive financial planning services to clients.
• Build and maintain strong relationships with clients, providing excellent customer service and responding to client inquiries in a timely manner.
• Mentor and provide guidance to junior staff members, fostering a positive and collaborative work environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or a related field is preferred.
• Minimum of 5 years of experience in wealth management tax planning and preparation, with a focus on high net worth individuals, corporations, and partnerships.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is required.
• Experience with 1031 exchanges, real estate tax, and S Corp tax matters is required.
• Strong analytical and problem-solving skills, with the ability to handle complex tax issues.
• Excellent communication and interpersonal skills, with the ability to effectively communicate complex tax information to clients.
• Strong organizational skills, with the ability to manage multiple tasks and projects simultaneously.
• Proficiency in tax preparation software and other financial software programs.
• Commitment to providing high-quality service to clients and maintaining the highest standards of professional ethics.

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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