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Tax Manager - HNW, Trusts & Estates

Tax Manager - HNW, Trusts & Estates

JobotBoston, MA, US
25 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

HNW - REMOTE

This Jobot Job is hosted by : Albert Simons

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $120,000 - $150,000 per year

A bit about us :

We recently earned the Best of Accounting award from ClearlyRated with 4.9 out of 5 stars!

A member of the Top 50 accounting firms, we are a full-service accounting, assurance, and consulting firm, working with clients coast to coast in the US and around the world. Our range of expertise provides services to a wide of clients from town, local, and state governments to healthcare, not-for-profit, higher education, commercial, financial services, high tech, and more.

While our company has evolved over the years to stay on the forefront of the many industries we serve, our mission has remained constant : to help each client create, grow and protect value―while delivering exceptional service, based on integrity, expertise, and a constant commitment to your success.

Why join us?

  • 100% Permanently Remote w / room for growth
  • Excellent culture and work-life balance
  • Great benefits, 401(k), PTO
  • Health & Wellness stipend
  • Home office stipend
  • Flex scheduling, permanently remote career with room to grow
  • Unlimited PTO
  • Dynamic environment unlike any other CPA firm in the country
  • Growth and professional development!!

Job Details

We are seeking a dynamic and experienced HNW Tax Manager to join our team! This is a remote position that offers the opportunity to work with high net worth and ultra-high net worth clients. The successful candidate will have a strong background in tax and HNW / UHNW clients. This is a full-time position with competitive compensation and benefits.

Responsibilities :

  • Provide tax planning and compliance services to high net worth and ultra-high net worth clients
  • Review tax returns and workpapers prepared by staff and senior associates
  • Manage client relationships and ensure excellent customer service
  • Develop and mentor staff and senior associates
  • Stay up-to-date with tax laws and regulations and communicate changes to clients and team members
  • Assist with business development and marketing efforts
  • Qualifications :

  • Bachelor's degree in accounting or related field
  • CPA
  • 3+ years of experience in tax with a focus on high net worth and ultra-high net worth clients
  • Strong technical skills in tax planning, compliance, and research
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong leadership and mentoring skills
  • If you are passionate about tax and have experience working with high net worth and ultra-high net worth clients, we encourage you to apply for this exciting opportunity!

    Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

    Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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    By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

    Company Description

    Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

    Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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    Tax Manager • Boston, MA, US