Tax Partner - High Net Worth (REMOTE)

Jobot; New York (NY); Remote; USD 200,000 - 300,000; Full time

Job summary

A mid-sized firm is seeking an experienced Tax Partner focused on high net worth clients. This role offers a unique opportunity to provide strategic tax planning and advisory services, ensuring compliance while aiming for optimal financial outcomes. The position includes a clear path to partnership and competitive compensation.

Benefits

Unlimited PTO

Paid holidays

Medical/dental/vision

401K match

Partner path

Qualifications

• Minimum 5 years' experience in tax role focused on high net worth individuals.
• In-depth knowledge of tax laws and compliance required.
• Experience with trust, estates, and wealth planning is a plus.

Responsibilities

• Provide tax planning and advisory services to high net worth clients.
• Oversee tax compliance, including preparation and review of tax returns.
• Develop tailored tax strategies to minimize liabilities and optimize outcomes.

Skills

Tax accounting

Tax law

Tax planning

Tax advisory

Analytical skills

Communication

Education

Bachelor's degree in Accounting

Master's degree in Taxation

CPA designation

Job description

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Base pay range

$200,000.00/yr - $300,000.00/yr

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Job details

Tax Partner- High Net Worth (REMOTE) / $$$ / Hybrid / Equity

This Jobot Job is hosted by Joseph Sipocz

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

Salary $200,000 - $300,000 per year

A Bit About Us

We are mid-sized firm seeking a dynamic and experienced Tax Partner - High Net Worth (REMOTE) to join our prestigious firm. This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance. The successful candidate will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients. This role offers a clear path to partnership and is an excellent opportunity for those looking to take their career to the next level.



Why join us?

• Partner path
• High net worth focus - average client is over $10 million in net worth
• Hybrid
• Unlimited PTO
• Paid holidays
• Medical/dental/vision
• 401K match
  
  

Job Details

Responsibilities

As a Tax Partner- High Net Worth (REMOTE), you will be responsible for

• Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.
• Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections.
• Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
• Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.
• Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service.
• Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service.
• Providing thought leadership and contributing to the firm's growth and development by identifying new business opportunities and participating in marketing initiatives.
• Experience with trust, estates, wealth planning.
  
  

Qualifications

The ideal candidate for the Tax Partner- High Net Worth (REMOTE) role will have

• A bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred.
• A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm.
• In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
• Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
• A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
• A commitment to delivering exceptional client service and contributing to the firm's growth and success.
  
  

If you are a seasoned tax professional with a passion for serving high net worth clients and a desire to take your career to the next level, we invite 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.

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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

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