Tax Director - HNW Advisory

Job Details

This isn't a compliance role. This role is built for tax professionals ready to go beyond compliance work and step into strategic, integrated tax planning for sophisticated High Net Worth clients. If you thrive in a fast-growing environment and want to be a trusted advisor, we want to hear from you.

Requirements

• Bachelors Degree in Accounting or similar field
• CPA or EA
• 10+ years of Tax experience from a Top 100 CPA firm
• Expertise in HNW individuals, closely held businesses and passthrough entities
• Experience with CCH Axcess
• Masters Taxation (preferred)
• Strong technical knowledge with foreign filings (5471, 8865, etc)
• Experience with QSBS (qualified small business stocks)

Qualifications

We're looking for tax professionals who are passionate about delivering proactive, year-round, white-glove tax strategy. You'll be working with high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses. You should have a deep understanding of complex, multi-layered tax needs and be able to provide genuine expertise.

Skills

Our ideal candidate will have a strong technical background and be able to leverage modern technology to deliver innovative tax solutions. You should be comfortable working with a variety of clients and be able to adapt to different situations.

Benefits

Jobot offers a competitive salary range of $220,000 - $250,000 per year. We also provide:

• Equity options for all employees
• Entrepreneurial environment
• Unlimited PTO
• 100% Healthcare coverage for employees and majority covered for family members
• Rapid upward trajectory opportunities

About the Role

We're a rapidly growing private client tax advisory firm that's built from the ground up to offer proactive, year-round tax strategy. We serve over 5,000 clients across the U.S., and we're committed to providing personalized service and expert advice.

Schedule

The position is remote, allowing you to work from anywhere that has an internet connection.

Pay

The salary range for this role is $220,000 - $250,000 per year.

Company Culture

We're proud of our culture, which is built on three key principles: deep technical rigor, genuine client relationships, and the boldness to reimagine what a tax practice can look like. We believe that our team members' voices and feedback are highly valuable as we continue to grow.

If you're interested in joining our team, please apply by clicking the "Easy Apply" button. We're an equal opportunity employer and welcome candidates from diverse backgrounds.