Tax Manager - High Net Worth (Hybrid or Remote)

Jobot; Washington (District of Columbia); Hybrid; USD 130,000 - 200,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, vision coverage

Disability coverage

27 PTO days

CPE and career development support

Hybrid or remote work model

Job summary

Jobot is seeking a High Net Worth Tax Manager in the DC area to lead tax compliance and planning for individuals, trusts, and family groups. You will be the primary client contact, review complex returns, and mentor staff across associates and seniors.

We value leadership and strong communication as you manage multi-state issues, coordinate with attorneys and financial advisors, and help expand services within existing client relationships.

Qualifications

• Active CPA or EA license.
• 8+ years of progressive public accounting experience with 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.
• Leadership experience with the ability to motivate and develop a team.
• Excellent communication and interpersonal skills.

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.

Skills

CPA/EA required

Tax planning

Tax research

Leadership

Communication skills

Multi-state returns

Client advisory

Education

Bachelor's degree in accounting

Tools

CCH Axcess

Job description

Job details

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

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.