Job Description
Growing firm is looking for tax seniors and tax managers with FO and/or HNW experience! This Jobot Job is hosted by: Sydney Weaver
Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.
Salary: $80,000 - $120,000 per year
A bit about us: Are you a tax professional looking to step beyond compliance into a high-level advisory role? A prestigious Family Office serving high-net-worth individuals and families (ranging from $5 million to $100 million+) is looking for a Tax Manager (or an experienced Tax Senior) to join their team. This firm specializes in tax mitigation, family office solutions, and strategic wealth building, with a strong focus on pass-through entities, partnerships, trusts, and multi-generational planning.
This is a unique opportunity to work beyond traditional compliance and provide sophisticated tax strategies to ultra-affluent clients. If you're ready to be part of a high-level advisory firm, apply now!
Why join us? Great Benefits, Hybrid Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more!
Job Details Responsibilities:
- Manage and oversee tax planning and compliance for HNW/UHNW individuals, families, trusts, and their business entities
- Develop and execute tax strategies for partnerships, S-corporations, and other pass-through entities
- Advise on wealth transfer, estate planning, and multi-generational tax efficiency
- Research complex tax issues related to private investments, real estate holdings, and family office structures
- Ensure compliance with federal, state, and international tax regulations, particularly for clients with multi-jurisdictional assets
- Work closely with investment advisors, estate planners, and legal counsel to provide comprehensive financial solutions
- Handle tax audits, controversy resolution, and IRS/state tax examinations
- Mentor junior staff and contribute to the firm's continued expertise in high-net-worth taxation
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field
- For manager level, CPA preferred. (also open to Master's in Tax OR EA)
- At least 3 years of tax experience, ideally with HNW individuals, family offices, or private client services
- Strong expertise in pass-through entity taxation, partnerships, and trust structures
- Experience with estate planning strategies, gift tax, and wealth transfer
- Ability to navigate complex tax laws and conduct in-depth research
- Strong client-facing skills with a focus on high-touch advisory services
- Prior experience in a family office, Big 4, or specialized tax advisory firm is a plus
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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