Tax Partner - High Net Worth (REMOTE)

Jobot; Tampa (FL); Remote; USD 200,000 - 350,000; Full time

Benefits offered by this job

Partner path

Hybrid

Unlimited PTO

Paid holidays

Medical/dental/vision

401K match

Job summary

Jobot is seeking a Tax Partner - High Net Worth (REMOTE) in Tampa, FL, with a clear path to partnership. You will lead strategic tax planning and compliance for high net worth clients while guiding a growing practice in a collaborative, client-focused environment.

The role offers a hybrid work model, equity opportunities, unlimited PTO, and a comprehensive benefits package. Ideal candidates have 5+ years in tax roles for high net worth individuals and strong leadership skills.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation or CPA preferred.
• Minimum 5 years in a tax role focusing on high net worth clients.
• Strong knowledge of tax accounting, tax law, planning, advisory, and compliance.
• Excellent analytical, interpretive and client-facing skills.
• Outstanding communication and interpersonal abilities.
• Proactive, entrepreneurial, and able to pursue new business opportunities.
• Commitment to exceptional client service and firm growth.

Responsibilities

• 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.

Skills

Tax planning

Tax compliance

Analytical skills

Communication

Entrepreneurial mindset

Client service

Education

Bachelor's degree in Accounting/Finance

Master's in Taxation or CPA

Job description

Tax Partner - High Net Worth (REMOTE)

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

$200000 - $350000 per year | Tampa, FL | Remote | Permanent

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

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

Qualifications

1. 1. A bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred.
2. 2. 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.
3. 3. In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
4. 4. Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.
5. 5. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
6. 6. A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
7. 7. A commitment to delivering exceptional client service and contributing to the firm’s growth and success.

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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