Tax Manager - HNW, Trusts & Estates

Jobot; Dallas (TX); Remote; USD 120,000 - 150,000; Full time

Job summary

Jobot is seeking a dynamic and experienced HNW Tax Manager to join their fully remote team, working with high net worth clients. This position offers competitive compensation, excellent culture, and professional growth opportunities while providing tax planning and compliance services.

Benefits

100% Permanently Remote w/ room for growth

Excellent culture and work-life balance

Great benefits including 401(k) and Health & Wellness stipend

Unlimited PTO

Flex scheduling

Qualifications

• 3+ years of experience in tax focusing on high net worth clients.
• Strong technical skills in tax compliance and planning.
• Excellent interpersonal skills and ability to work independently.

Responsibilities

• Provide tax planning and compliance services to high net worth clients.
• Review tax returns and ensure excellent customer service.
• Mentor staff and communicate tax law changes.

Skills

Tax Planning

Compliance

Research

Leadership

Communication

Education

Bachelor's degree in accounting or related field

CPA

Job description

2 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $150,000.00/yr

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

HNW - REMOTE

This Jobot Job is hosted by Albert Simons

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $120,000 - $150,000 per year

A Bit About Us

We recently earned the Best of Accounting award from ClearlyRated with 4.9 out of 5 stars!

A member of the Top 50 accounting firms, we are a full-service accounting, assurance, and consulting firm, working with clients coast to coast in the US and around the world. Our range of expertise provides services to a wide array of clients from town, local, and state governments to healthcare, not-for-profit, higher education, commercial, financial services, high tech, and more.

While our company has evolved over the years to stay on the forefront of the many industries we serve, our mission has remained constant to help each client create, grow and protect value―while delivering exceptional service, based on integrity, expertise, and a constant commitment to your success.



Why join us?

• 100% Permanently Remote w/ room for growth
• Excellent culture and work-life balance
• Great benefits, 401(k), PTO
• Health & Wellness stipend
• Home office stipend
• Flex scheduling, permanently remote career with room to grow
• Unlimited PTO
• Dynamic environment unlike any other CPA firm in the country
• Growth and professional development!!
  
  

Job Details

We are seeking a dynamic and experienced HNW Tax Manager to join our team! This is a remote position that offers the opportunity to work with high net worth and ultra-high net worth clients. The successful candidate will have a strong background in tax and HNW/UHNW clients. This is a full-time position with competitive compensation and benefits.

Responsibilities

• Provide tax planning and compliance services to high net worth and ultra-high net worth clients
• Review tax returns and workpapers prepared by staff and senior associates
• Manage client relationships and ensure excellent customer service
• Develop and mentor staff and senior associates
• Stay up-to-date with tax laws and regulations and communicate changes to clients and team members
• Assist with business development and marketing efforts
  
  

Qualifications

• Bachelor's degree in accounting or related field
• CPA
• 3+ years of experience in tax with a focus on high net worth and ultra-high net worth clients
• Strong technical skills in tax planning, compliance, and research
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong leadership and mentoring skills
  
  

If you are passionate about tax and have experience working with high net worth and ultra-high net worth clients, we encourage you to apply for this exciting opportunity!

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting, Financial Services, and Banking

Referrals increase your chances of interviewing at Jobot by 2x

Sign in to set job alerts for “Tax Manager” roles.

Fully Remote Senior Tax Manager - Trusts and Estates

Dallas, TX $160,000.00-$210,000.00 2 weeks ago

Dallas, TX $70,000.00-$130,000.00 3 weeks ago

Dallas, TX $120,000.00-$150,000.00 9 hours ago

Dallas, TX $110,000.00-$160,000.00 3 days ago

Dallas, TX $130,000.00-$165,000.00 3 days ago

Senior Property Accountant - Property Transitions Team (Remote)

Dallas, TX $140,000.00-$185,000.00 2 days ago

Dallas, TX $120,000.00-$180,000.00 2 weeks ago

Dallas, TX $100,000.00-$150,000.00 3 weeks ago

Dallas, TX $100,000.00-$150,000.00 2 weeks ago

Dallas, TX $120,000.00-$200,000.00 2 weeks ago

Fully Remote/ Hybrid Senior Tax Manager - 170k-210k

Dallas, TX $170,000.00-$210,000.00 10 hours ago

Senior Tax Professional - Work from Home

Dallas, TX $125,000.00-$165,000.00 3 weeks ago

Dallas, TX $120,000.00-$165,000.00 2 weeks ago

Dallas, TX $85,000.00-$110,000.00 3 weeks ago

Senior Tax Professional - Work from Home

Business Tax Accountant - Work From Home

Dallas, TX $140,000.00-$185,000.00 2 weeks ago

Dallas, TX $90,000.00-$120,000.00 9 hours ago

Dallas, TX $80,000.00-$135,000.00 3 weeks ago

Dallas, TX $49,900.00-$92,770.00 10 hours ago

Dallas, TX $125,000.00-$155,000.00 1 day ago

Senior Tax Accountant - Work from Home - 2+ Yrs Paid Tax Experience Required

Dallas, TX $130,000.00-$140,000.00 9 hours ago

Business Tax Consultant - Work From Home

Dallas, TX $120,000.00-$160,000.00 4 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.