Wealth Tax Manager — Equity, Bonus & Paid 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 lead tax planning, preparation, and review for high net worth clients, corporations, and partnerships in Dallas, TX. You will shape tax strategies, oversee 1031 exchanges and S Corp matters, and guide junior staff while delivering exceptional client service.

The role requires 5+ years in wealth management tax, CPA or EA designation, and strong analytical/communication skills.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; Master’s in Taxation preferred.
• Minimum of 5 years in wealth management tax planning and prep for high net worth clients, corporations, and partnerships.
• CPA or EA designation is required.
• Experience with 1031 exchanges, real estate tax, and S Corp tax matters is required.
• Strong analytical, communication, and organizational skills; ability to handle complex tax issues.

Responsibilities

• Manage tax planning and preparation for high net worth individuals, corporations, and partnerships.
• Provide expert advice on complex tax issues including 1031 exchanges and S Corp matters.
• Develop tax planning strategies to minimize liabilities and optimize outcomes.
• Review financial statements and tax returns for accuracy and compliance with federal/state laws.
• Stay up-to-date with tax laws and regulations and apply to client situations.
• Collaborate with team members to provide comprehensive financial planning services.
• Build strong client relationships and respond to inquiries promptly.
• Mentor junior staff to foster a positive, collaborative environment.

Skills

Analytical skills

Communication skills

Organizational skills

Mentoring

Education

Bachelor's degree in Accounting/Finance

Master's degree in Taxation (preferred)

Tools

Tax preparation software

Other financial software

Job description

Jobot is seeking an experienced Wealth Management Tax Manager to lead tax planning, preparation, and review for high net worth clients, corporations, and partnerships in Dallas, TX. You will shape tax strategies, oversee 1031 exchanges and S Corp matters, and guide junior staff while delivering exceptional client service.

The role requires 5+ years in wealth management tax, CPA or EA designation, and strong analytical/communication skills.