UHNW Private Client Tax Manager - Advisory & Leadership

Jobot; Woburn (MA); Híbrido; USD 150 000 - 185 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work schedule

Medical, dental, and vision coverage

401(k) plan and profit-sharing

Flexible Spending Accounts (FSA) and H

Health Savings Accounts (HSA)

Life insurance (basic)

Parental leave

Generous PTO and paid firm holidays

Training and professional development

Mentorship and leadership development

Resumo da oferta

Jobot, a premier accounting, tax, and advisory firm, seeks a Private Client Tax senior to advise ultra-high-net-worth investors and fund executives. The role emphasizes high-impact tax planning, compliance, and client service, with hybrid flexibility to support work-life balance.

You will lead engagements, review complex returns, mentor staff, and stay current on federal and state tax policy. This position offers a competitive salary, performance bonus potential, and a clear path to leadership

Responsabilidades

• Serve as a primary advisor to ultra-high-net-worth individuals, families, and financial services professionals.
• Provide innovative tax planning, consulting, and compliance services.
• Develop and maintain strong client relationships while acting as a trusted business partner.
• Review complex individual, partnership, trust, estate, gift, and related entity tax returns.
• Advise investment-focused clients, including hedge fund and private equity professionals.
• Work closely with fund CFOs and management companies regarding tax planning and compliance matters.
• Interpret and analyze hedge fund and investment partnership K-1 reporting.
• Conduct tax research and provide recommendations on complex technical tax matters.
• Review tax returns, workpapers, and deliverables prepared by staff.
• Train, mentor, supervise, and evaluate tax professionals.
• Stay current on federal and state legislative and tax policy changes.
• Participate in client development and business growth initiatives.
• Collaborate closely with firm leadership to deliver exceptional client service.

Descrição da oferta de emprego

Jobot, a premier accounting, tax, and advisory firm, seeks a Private Client Tax senior to advise ultra-high-net-worth investors and fund executives. The role emphasizes high-impact tax planning, compliance, and client service, with hybrid flexibility to support work-life balance.

You will lead engagements, review complex returns, mentor staff, and stay current on federal and state tax policy. This position offers a competitive salary, performance bonus potential, and a clear path to leadership