Tax Partner - High Net Worth (REMOTE)

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

Benefits offered by this job

Hybrid work

Unlimited PTO

Paid holidays

Medical/dental/vision

401K match

Partner path

Equity opportunities

Job summary

Jobot is seeking a Tax Partner - High Net Worth with remote flexibility and a hybrid schedule to join our prestigious firm. You will lead tax planning, advisory, and compliance for high net worth clients, with a clear path to partnership and equity opportunities.

The role requires a bachelor's degree in accounting or finance (CPA preferred), at least 5 years in tax with HNW experience, and strong communication skills to build lasting client relationships and guide a talented team.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA designation or CPA preferred.
• Minimum 5 years in tax, with high net worth focus.
• Knowledge of tax accounting, planning, compliance.
• Strong communication and relationship skills.

Responsibilities

• Provide comprehensive tax planning and advisory services to high net worth individuals and families.
• Oversee tax compliance including preparation and review of returns and projections.
• Develop and implement tailored strategies to minimize taxes and optimize outcomes.
• Stay updated on tax law and regulations to ensure compliant, proactive advice.
• Build and maintain strong client relationships and understand client needs.
• Collaborate with partners and team members for coordinated service delivery.
• Identify new business opportunities and contribute to firm growth.
• Experience with trusts, estates, and wealth planning.

Skills

Tax planning

Tax compliance

Client relationships

Communication

Entrepreneurial mindset

Education

Bachelor's in Accounting/Finance

CPA preferred

Master's in Taxation (preferred)

Job description

Job details:

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

Salary: $200,000 - $350,000 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

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

Qualifications

• 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. 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. In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
• 4. Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.
• 5. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
• 6. A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
• 7. 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.

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