Tax Manager — Private Client UHNW (Hybrid)

Jobot; Bethesda (MD); Hybrid; USD 150,000 - 185,000; Full time

Benefits offered by this job

Discretionary bonus

Hybrid work schedule

Medical, dental, and vision coverage

401(k) plan and profit-sharing

FSA and HSA

Life Insurance (basic)

Parental leave

PTO and holidays

Wellness programs

Training and development

Mentorship programs

Community involvement

Job summary

Jobot, a premier private client tax practice, seeks an experienced tax professional to advise ultra-high-net-worth investors and fund executives. You will lead sophisticated planning engagements, nurture long-term client relationships, and contribute to the firm’s leadership development on a hybrid schedule.

Join a high-impact team with a focus on technical excellence, client service, and professional growth.

Qualifications

• Serve ultra-high-net-worth individuals, families, and investment professionals with sophisticated tax planning and compliance.
• Review complex returns including individual, partnership, trust, estate, and gift taxes.
• Mentor staff and stay current on federal/state tax policy changes.

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 funds 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.

Skills

UHNW Tax Planning

Tax Compliance

Client Relationships

Job description

Jobot, a premier private client tax practice, seeks an experienced tax professional to advise ultra-high-net-worth investors and fund executives. You will lead sophisticated planning engagements, nurture long-term client relationships, and contribute to the firm’s leadership development on a hybrid schedule.

Join a high-impact team with a focus on technical excellence, client service, and professional growth.