What are the responsibilities and job description for the Remote HNW/UHNW Tax Manager position at Jobot?
Remote, Private Equity/ Wealth management firm. Work life balance/ flexibility, 5% matching 401 K, annual raises, with 10% annual bonuses.
This Jobot Job is hosted by: Barrett Davis
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $130,000 - $170,000 per year
A bit about us:
We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own.
Our mission is to provide exceptional client services.
Our professionals help our clients define and meet their financial goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.
Why join us?
Remote
5% dollar for dollar matching on 401 K
10% annual bonus, annual raises 5 %
Great Benefits
Family Culture, not crazy hours due to being more of an advisory firm rather than pure Public accounting.
We've placed candidates who love this company!
Job Details
We are seeking a highly skilled Permanent Remote HNW/UHNW Tax Manager to join our dynamic team in the finance industry. The successful candidate will be responsible for managing a portfolio of high net worth and ultra-high net worth clients, ensuring that their individual tax returns and partnerships are filed accurately and on time. The position is permanent and remote, providing flexibility and the opportunity to work from anywhere in the world.
Responsibilities:
Qualifications:
If you are a highly motivated and skilled tax professional with experience in high net worth and ultra-high net worth tax planning, we encourage you to apply for this exciting Permanent Remote HNW/UHNW Tax Manager position in the finance industry. We offer a competitive salary, flexible work arrangements, and the opportunity to work with a dynamic team of professionals.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
This Jobot Job is hosted by: Barrett Davis
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $130,000 - $170,000 per year
A bit about us:
We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own.
Our mission is to provide exceptional client services.
Our professionals help our clients define and meet their financial goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.
Why join us?
Remote
5% dollar for dollar matching on 401 K
10% annual bonus, annual raises 5 %
Great Benefits
Family Culture, not crazy hours due to being more of an advisory firm rather than pure Public accounting.
We've placed candidates who love this company!
Job Details
We are seeking a highly skilled Permanent Remote HNW/UHNW Tax Manager to join our dynamic team in the finance industry. The successful candidate will be responsible for managing a portfolio of high net worth and ultra-high net worth clients, ensuring that their individual tax returns and partnerships are filed accurately and on time. The position is permanent and remote, providing flexibility and the opportunity to work from anywhere in the world.
Responsibilities:
- Manage a portfolio of high net worth and ultra-high net worth clients, providing tax advice and planning services
- Prepare and review individual tax returns for clients, ensuring that all relevant tax laws and regulations are adhered to
- Review partnership agreements and tax returns, ensuring that all filings are accurate and timely
- Analyze financial statements and tax documents to identify potential tax savings opportunities for clients
- Communicate with clients and other stakeholders to provide updates on tax filings and other related matters
- Stay up-to-date with changes in tax laws and regulations, and ensure that clients are informed of any changes that may affect their tax situation
- Supervise and mentor junior tax staff, providing guidance and support as needed
Qualifications:
- Bachelor's degree in Accounting, Finance or a related field
- 3 years of experience in tax, with a focus on high net worth and ultra-high net worth clients
- Strong knowledge of individual tax returns and partnerships
- Ability to analyze financial statements and tax documents
- Excellent communication and interpersonal skills
- Strong attention to detail and ability to work under pressure
- Ability to work independently and as part of a team
- CPA or other relevant professional certification preferred
If you are a highly motivated and skilled tax professional with experience in high net worth and ultra-high net worth tax planning, we encourage you to apply for this exciting Permanent Remote HNW/UHNW Tax Manager position in the finance industry. We offer a competitive salary, flexible work arrangements, and the opportunity to work with a dynamic team of professionals.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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