UHNW Tax Manager - Boutique Advisory (Remote/Hybrid)

Jobot; Naples (FL); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Unlimited PTO

Casual office culture

401k profit sharing

Employer-paid health after 60 days

Job summary

Jobot is seeking a Tax Manager to work with ultra high net worth families in a boutique advisory setting. The role focuses on complex tax planning and compliance for multi-entity filings across 1040/1065/1041, with discretion and client advisory at the core.

You will mentor a small team while interfacing with firm leadership on strategy. The firm offers a hybrid/remote/on-site model, unlimited PTO and a strong bonus structure up to 20%, plus 401k profit sharing and employer-paid health after 60

Qualifications

• Active CPA license is required.
• Strong technical command across individual, partnership, and trust and estate taxation.

Responsibilities

• Review complex federal and state returns for ultra high net worth individuals and families.
• Serve as a trusted advisor, building relationships with discretion and responsiveness.
• Mentor and guide a small team of preparers and reviewers.
• Partner with firm leadership on client strategy; partner signs off on most returns.

Skills

CPA licensed

Taxation expertise

Mentoring/leadership

Client advisory

Job description

Jobot is seeking a Tax Manager to work with ultra high net worth families in a boutique advisory setting. The role focuses on complex tax planning and compliance for multi-entity filings across 1040/1065/1041, with discretion and client advisory at the core.

You will mentor a small team while interfacing with firm leadership on strategy. The firm offers a hybrid/remote/on-site model, unlimited PTO and a strong bonus structure up to 20%, plus 401k profit sharing and employer-paid health after 60