Wealth Management Tax Manager — Equity, Bonus & Sabbatical

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

Benefits offered by this job

Equity

Profit Sharing

Bonus

Paid Sabbatical

Job summary

Jobot is seeking an experienced Wealth Management Tax Manager to oversee tax planning, preparation, and review for high net worth clients. You will lead the tax strategy, coordinate with teams, and ensure compliance with federal and state laws.

Strong communication and mentoring skills are essential for client service excellence. The role offers equity, profit sharing, and a paid sabbatical, with opportunities for growth within a national wealth management practice.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field (Master's preferred).
• Minimum 5 years of wealth management tax planning and preparation experience.
• CPA or EA designation required.
• Experience with 1031 exchanges, real estate tax, and S Corp tax matters.

Responsibilities

• Lead tax planning and preparation for high net worth individuals, corporations, and partnerships.
• Provide guidance on complex tax issues (1031 exchanges, real estate tax, S Corp).
• Develop strategies to minimize taxes and optimize client outcomes.
• Review financial statements and tax returns for accuracy and compliance.
• Stay current with tax laws and apply knowledge to client situations.
• Mentor junior staff and collaborate on comprehensive financial planning for clients.

Skills

Analytical skills

Communication skills

Organizational skills

Tax planning

Mentoring

Education

Bachelor's degree in Accounting or Finance

Master's degree in Taxation (preferred)

Tools

Tax preparation software

Financial software programs

Job description

Jobot is seeking an experienced Wealth Management Tax Manager to oversee tax planning, preparation, and review for high net worth clients. You will lead the tax strategy, coordinate with teams, and ensure compliance with federal and state laws.

Strong communication and mentoring skills are essential for client service excellence. The role offers equity, profit sharing, and a paid sabbatical, with opportunities for growth within a national wealth management practice.