UHNW Private Client Tax Manager

Jobot; Cranford (NJ); Hybrid; USD 150,000 - 185,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Profit sharing

FSA/HSA

Parental leave

PTO

Job summary

Jobot, a premier accounting, tax, and advisory firm, is seeking a Private Client Tax professional to advise ultra-high-net-worth investors and fund executives. You will lead sophisticated tax planning engagements, review complex returns, and collaborate with fund CFOs on tax matters in a hybrid work environment.

Join a high-impact team focused on technical excellence, client service, and leadership development, while accelerating your career in a collaborative setting with discretionary bonuses

Qualifications

• Experience advising ultra-high-net-worth investors and fund executives.
• Strong ability to lead sophisticated tax planning engagements.

Responsibilities

• Advise ultra-high-net-worth individuals, families, and professionals on complex tax planning and compliance.
• Review and oversee complex returns for individuals, trusts, estates, partnerships, and investment entities.
• Mentor and lead junior staff, ensuring high-quality deliverables and client service.
• Stay current on federal/state tax policy changes and implications for clients.
• Support business development and maintain strong client relationships.

Skills

Tax planning

HNW advisory

Job description

Jobot, a premier accounting, tax, and advisory firm, is seeking a Private Client Tax professional to advise ultra-high-net-worth investors and fund executives. You will lead sophisticated tax planning engagements, review complex returns, and collaborate with fund CFOs on tax matters in a hybrid work environment.

Join a high-impact team focused on technical excellence, client service, and leadership development, while accelerating your career in a collaborative setting with discretionary bonuses