Tax Manager

Jobot; Naples (FL); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Unlimited PTO

Casual office culture

401k profit sharing

Employer-paid health after 60 days

Job summary

Jobot is seeking a Tax Manager to work with ultra high net worth families in a boutique advisory setting. The role focuses on complex tax planning and compliance for multi-entity filings across 1040/1065/1041, with discretion and client advisory at the core.

You will mentor a small team while interfacing with firm leadership on strategy. The firm offers a hybrid/remote/on-site model, unlimited PTO and a strong bonus structure up to 20%, plus 401k profit sharing and employer-paid health after 60

Qualifications

• Active CPA license is required.
• Strong technical command across individual, partnership, and trust and estate taxation.

Responsibilities

• Review complex federal and state returns for ultra high net worth individuals and families.
• Serve as a trusted advisor, building relationships with discretion and responsiveness.
• Mentor and guide a small team of preparers and reviewers.
• Partner with firm leadership on client strategy; partner signs off on most returns.

Skills

CPA licensed

Taxation expertise

Mentoring/leadership

Client advisory

Job description

Tax Manager | UHNW Clients | Hybrid, Remote or Onsite | Boutique CPA Firm | White-Glove Advisory | Exceptional Work-Life Balance

Salary: $100,000 - $130,000 per year

A bit about us:

We are a boutique tax advisory firm built over the years on referrals and long standing relationships with some of the wealthiest families in the country. We work almost exclusively with ultra high net worth clients, ranging from five million to over a billion dollars in net worth, and we intentionally stay away from small business work so our team can focus on complex, high touch planning and compliance for a handful of exceptional families. We have grown so much through word of mouth that we are now turning away new business, and we are looking for the right leader to help us say yes to more of it.

Why join us?

• Work exclusively with billionaire and multi million dollar families on some of the most technically complex returns in the industry, spanning individual, partnership, and trust filings within the same family group
• Skip the compliance grind of preparer level sign off. Partners handle 95% of return signatures, so your focus stays on high level review, strategy, and client advisory
• Genuine flexibility with unlimited PTO, a relaxed and casual office culture, and a true off season with roughly 30 hour weeks outside of our two busy periods
• Strong, performance backed bonus structure of up to 20%, with 401k profit sharing and fully employer paid medical after 60 days
• Join a close knit, ten person team where your voice and expertise are immediately visible, not lost in a large firm hierarchy

Job Details

• Review complex federal and state returns for ultra high net worth individuals and families, including intricate multi entity filings across 1040, 1065, and 1041 forms
• Serve as a trusted advisor to high profile clients, building and deepening relationships built on discretion, technical excellence, and responsiveness
• Mentor and guide a small team of preparers and reviewers, elevating the technical quality and consistency of work product across the team
• Partner directly with firm leadership on client strategy while a partner retains final sign off on nearly all returns
• Requires an active CPA license and strong technical command across individual, partnership, and trust and estate taxation; base salary $100K to $130K depending on experience, plus bonus

Equal Employment Opportunity Statement

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.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy