UHNW Private Client Tax Manager - Hybrid, Growth

Jobot; Town of Smithtown (NY); Hybrid; USD 150,000 - 185,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical Insurance

Dental Insurance

Vision Insurance

401(k) plan and profit-sharing

FSA/HSA

Life Insurance

Job summary

Jobot is seeking a Private Client Tax professional to advise ultra-high-net-worth individuals and fund executives, leading sophisticated tax planning engagements in a high-impact team. The role offers hybrid flexibility and a pathway to leadership, with a compensation package aligned to market rates.

You will provide innovative tax planning, consulting, and compliance services, build strong client relationships, and collaborate with fund CFOs on tax matters, while keeping abreast of evolving tax

Responsibilities

• 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.

Skills

Tax planning

UHNW clients

Leadership

Job description

Jobot is seeking a Private Client Tax professional to advise ultra-high-net-worth individuals and fund executives, leading sophisticated tax planning engagements in a high-impact team. The role offers hybrid flexibility and a pathway to leadership, with a compensation package aligned to market rates.

You will provide innovative tax planning, consulting, and compliance services, build strong client relationships, and collaborate with fund CFOs on tax matters, while keeping abreast of evolving tax