UHNW Private Client Tax Lead — Hybrid

Jobot; Woodcliff Lake (NJ); Híbrido; USD 150 000 - 185 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid schedule

Medical coverage

Dental coverage

Vision coverage

401(k) & profit-sharing

FSA/HSA

Life insurance

Parental leave

PTO & holidays

Mentorship programs

Training & development

Wellness programs

Resumo da oferta

Jobot is seeking a seasoned Private Client Tax advisor to serve ultra-high-net-worth individuals, families, and financial professionals. The role centers on innovative tax planning, compliance, and advisory services with a focus on hedge funds and private equity clients.

You will review complex returns, develop client relationships, mentor staff, and collaborate with fund CFOs on planning matters in a hybrid work setting.

Qualificações

• Advises ultra-high-net-worth individuals and families on complex tax matters.
• Leads sophisticated tax planning engagements for investment professionals.
• Develops strong client relationships and acts as business partner.

Responsabilidades

• Advise UHNW individuals, families, and financial services pros on tax planning and compliance.
• Review complex returns for individuals, trusts, partnerships, and estates.
• Mentor staff, supervise deliverables, and stay current on tax policy changes.
• Collaborate with fund CFOs and management companies on planning matters.
• Participate in client development and firm leadership initiatives.

Conhecimentos

UHNW clients

Tax planning

Client relationships

Tax research

Ferramentas

Tax software

Descrição da oferta de emprego

Jobot is seeking a seasoned Private Client Tax advisor to serve ultra-high-net-worth individuals, families, and financial professionals. The role centers on innovative tax planning, compliance, and advisory services with a focus on hedge funds and private equity clients.

You will review complex returns, develop client relationships, mentor staff, and collaborate with fund CFOs on planning matters in a hybrid work setting.