Wealth Management Tax Leader for High Net Worth

Jobot; Dallas (TX); On-site; USD 110,000 - 200,000; Full time

Job summary

Jobot is seeking an experienced Wealth Management Tax Manager to lead tax planning, preparation, and review for our high-net-worth clients, ensuring compliance with federal and state laws while delivering proactive strategies.

The role requires strong knowledge of 1031 exchanges, real estate tax, and S‑Corp matters, with a CPA or EA designation and at least five years in wealth management tax.

Qualifications

• Bachelor's degree in Accounting or Finance; master's preferred.
• Minimum of 5 years in wealth management tax planning and preparation for high net worth clients.
• CPA or EA designation required.
• Experience with 1031 exchanges, real estate tax, and S Corp tax matters.
• Strong analytical, communication, and organizational skills.
• Proficient in tax preparation and financial software.

Responsibilities

• Manage the tax planning and preparation process for high net worth individuals, corporations, and partnerships.
• Provide expert guidance on complex tax issues, such as 1031 exchanges, real estate tax, and S Corp tax matters.
• Develop and implement tax planning strategies to minimize tax liabilities and optimize financial outcomes for clients.
• Review and analyze financial statements, tax returns, and other financial documents to ensure accuracy and compliance with federal and state tax laws.
• Maintain up-to-date knowledge of current tax laws and regulations and apply this knowledge to client situations.
• Collaborate with other team members to provide comprehensive financial planning services to clients.
• Build and maintain strong relationships with clients, providing excellent customer service and responding to client inquiries in a timely manner.
• Mentor and provide guidance to junior staff members, fostering a positive and collaborative work environment.

Skills

Strong analytical skills

Excellent communication

Organizational skills

Problem solving

Financial software proficiency

Education

Bachelor's degree in Accounting/Finance

Master's degree in Taxation or related field (preferred)

Tools

Tax preparation software

Financial software

Job description

Jobot is seeking an experienced Wealth Management Tax Manager to lead tax planning, preparation, and review for our high-net-worth clients, ensuring compliance with federal and state laws while delivering proactive strategies.

The role requires strong knowledge of 1031 exchanges, real estate tax, and S‑Corp matters, with a CPA or EA designation and at least five years in wealth management tax.