Tax Manager – Private Client Services

Jobot; Town/Village of Harrison (NY); Hybrid; USD 150,000 - 185,000; Full time

Benefits offered by this job

Hybrid work schedule

Performance bonus

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Profit-sharing

FSA/HSA

Life insurance

Parental leave

PTO

Wellness programs

Development opportunities

Mentorship

Job summary

Jobot is seeking a high-impact Private Client Tax professional to advise ultra-high-net-worth investors and fund executives, lead complex tax planning engagements, and accelerate your leadership career. This role offers hybrid flexibility, a competitive compensation package, and a clear path to mentorship and growth within a premier accounting, tax, and advisory firm.

You will develop relationships with UHNW clients, review intricate returns, and collaborate with fund CFOs to optimize tax

Responsibilities

• 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.

Job description

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.

Salary: $150,000 - $185,000 per year

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 $150,000-$185,000
• 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, 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.

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