Tax Manager – Private Client Services

Australia-Employment; New York (NY); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Hybrid work schedule

Health, dental, and vision insurance

401(k) and profit sharing

Paid time off and holidays

Professional development opportunities

Job summary

Jobot is seeking a Tax Manager for Private Client Services in New York, NY. The role focuses on advisory work for ultra-high-net-worth investors and fund executives, leading complex tax planning engagements, and delivering exceptional client service in a high-impact team environment.

The position offers a hybrid-flexible schedule, competitive compensation ($100,000–$135,000), discretionary bonus, and comprehensive benefits including health, retirement, and wellness programs.

Responsibilities

• Advise ultra-high-net-worth individuals and families on complex tax matters.
• Lead sophisticated tax planning engagements for private clients and funds.
• Review and prepare complex returns including individual, trust, estate, and partnership forms.
• Mentor staff and contribute to client service and firm growth initiatives.

Job description

Tax Manager – Private Client Services

$100000 - $135000 per year | New York, NY | On-site | Permanent

Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid flexibility, and accelerate your leadership career in an entrepreneurial environmen

A bit about us:

A premier accounting, tax, and advisory organization providing sophisticated tax planning, compliance, and consulting services to high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm offers a collaborative, entrepreneurial environment focused on technical excellence, client service, professional development, and long-term career growth.

Why join us?

• Competitive compensation package ranging from $100,000-$135,000
• Discretionary performance bonus
• Hybrid work schedule with flexibility
• Medical, dental, and vision coverage
• 401(k) plan and profit-sharing program
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Basic Life, AD&D, and voluntary life insurance
• Inclusive parental leave benefits
• Generous PTO and paid firm holidays
• Employee wellness and assistance programs
• Training, certification, and professional development opportunities
• Recognition and rewards programs
• Community involvement and volunteer programs
• Strong mentorship and leadership development opportunities

Job Details

• Serve as a primary advisor to ultra-high-net-worth individuals, families, and financial services professionals.
• Provide innovative tax planning, consulting, and compliance services.
• Develop and maintain strong client relationships while acting as a trusted business partner.
• Review complex individual, partnership, trust, estate, gift, and related entity tax returns.
• Advise investment-focused clients, including hedge fund and private equity professionals.
• Work closely with fund CFOs and management companies regarding tax planning and compliance matters.
• Interpret and analyze hedge fund and investment partnership K-1 reporting.
• Conduct tax research and provide recommendations on complex technical tax matters.
• Review tax returns, workpapers, and deliverables prepared by staff.
• Train, mentor, supervise, and evaluate tax professionals.
• Stay current on federal and state legislative and tax policy changes.
• Participate in client development and business growth initiatives.
• Collaborate closely with firm leadership to deliver exceptional client service.

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, and 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.