Tax Manager - High Net Worth (Hybrid or Remote)

Jobot; New York (NY); Hybride; USD 130 000 - 200 000; Plein temps

Avantages offerts par ce poste

401(k) match

Medical, dental, vision

Disability insurance

27 PTO days

CPE support

Hybrid/Remote work

Résumé du poste

Jobot is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups within a DC-area client base. You will be the primary contact, reviewing complex returns and mentoring associates who prepare them.

The role requires CPA or EA credentials, 8+ years in public accounting, and strong skills in tax planning and research. Hybrid or remote work is available, with opportunities for career development.

Qualifications

• 8+ years of progressive public accounting experience focusing on high-net-worth compliance and planning.
• Active CPA or EA credential.
• Experience reviewing Form 1040 and 1041.
• Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus.
• CCH Axcess experience preferred.
• Leadership experience with the ability to mentor staff.
• Strong tax research skills.
• Excellent communication and interpersonal skills.

Responsabilités

• Serve as main point of contact for high-net-worth individuals and families.
• Review complex federal, state, and local returns including trust returns.
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, and investments.
• Research complex tax questions and communicate recommendations clearly.
• Oversee tax projections, estimated payments, and extension calculations.
• Coordinate with clients' attorneys, financial advisors, bankers, investment advisors, and family office personnel.
• Manage multiple engagements with deadlines, budgets, and client expectations.
• Review staff workpapers, coach and mentor associates.

Connaissances

HNW tax

Tax planning

Tax research

Leadership

Communication

Formation

Bachelor's degree in accounting

CPA or EA

Outils

CCH Axcess

Description du poste

Job details

Hybrid or Remote High Net Worth Tax Manager role serving individuals, trusts, and family groups at an established DC-area CPA firm.

Hosted by: Natasha van der Griendt

Salary: $130,000 - $200,000 per year

A bit about us

A mid-sized CPA and business advisory firm that has served the Washington, DC area for nearly a century, with a team of about 85 and a global network of accounting firms behind it. Its clients range from start-ups to companies with revenues in the hundreds of millions, and the firm is often the trusted advisor to owners and executives on personal, financial, and wealth transfer planning as well as major business transitions.

Why join us?

• Hybrid or remote (Eastern to Central time zones)
• 401(k) with employer match
• Medical, dental, vision, and disability coverage
• 27 PTO days
• CPE and career development support
• Collaborative culture with real work-life balance

Job Details

HIGH NET WORTH TAX MANAGER

An established DC-area CPA firm is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. You'll be the primary contact for these clients, review complex returns, and mentor the associates and seniors who prepare them.

Responsibilities

• Serve as the main point of contact for high-net-worth individuals and families, building long-term advisory relationships
• Review complex federal, state, and local returns, including individual and trust returns, and manage multi-state issues when they arise
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, executive compensation, and investments
• Research complex tax questions, flag risks and planning opportunities, and communicate recommendations clearly
• Oversee tax projections, estimated payments, and extension calculations
• Coordinate with clients' attorneys, financial advisors, bankers, investment advisors, and family office personnel
• Manage multiple engagements at once while keeping deadlines, budgets, and client expectations on track
• Review staff and senior workpapers, coach and mentor associates, and help with scheduling and workflow during busy season
• Look for opportunities to expand services within existing client relationships
• Stay current on changing tax laws and regulations

Qualifications

• Active CPA or EA
• Bachelor's degree in accounting
• 8+ years of progressive public accounting experience with a focus on high-net-worth compliance and planning
• Experience reviewing Form 1040 and 1041 returns
• Strong tax research skills
• Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus
• CCH Axcess experience preferred
• Leadership experience, with the ability to motivate and develop a team
• Excellent communication and interpersonal skills

Additional Details

• Remote candidates should be located in the Eastern to Central time zones

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