Tax Manager

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

Benefits offered by this job

Unlimited PTO

Bonus up to 20%

Employer-paid health insurance after 2

Job summary

Jobot is a boutique tax advisory firm focused on ultra high net worth families, offering flexible hybrid/onsite work in a small team. The role centers on strategic advisory, complex multi-entity returns, and building trusted client relationships.

You will mentor a small team, review sophisticated returns, and collaborate with leadership on client strategy, with strong incentive bonuses based on performance.

Qualifications

• Active CPA license required for practice.
• Strong technical command across individual, partnership, and trust and estate taxation.
• Experience serving ultra high net worth families and complex multi-entity returns.

Responsibilities

• Review complex federal and state returns for UHNW individuals and families across 1040, 1065, and 1041 forms.
• Serve as a trusted advisor to high-profile clients, building relationships with discretion and responsiveness.
• Mentor a small team of preparers and reviewers to elevate technical quality.
• Partner with firm leadership on client strategy with final sign-off by partners.

Skills

Client advisory

Mentoring

Technical accounting

UHNW tax filings

Education

CPA license

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

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.

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.