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HNW Tax Manager

$120k-200k/hr•Full-timeRemote

location_onMyers Avenue, Moreno Valley, Riverside County, California, 92553, United States

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Job Description

About the Opportunity

A leading, well-funded wealth management firm is expanding advisory firm is seeking a Senior Tax Strategist to join their growing team. This role is designed for an experienced tax professional with a strong background in high-net-worth (HNW) client advisory. The position offers the chance to work on complex tax planning strategies for affluent individuals and families within a strategic, consultative environment, guiding clients through sophisticated tax strategies while overseeing a team of advisors and preparers.

About the Role

As a Senior Tax Strategist, you will be a key player in providing advanced tax planning and advisory services to HNW clients. This role is ideal for a tax professional who thrives in a strategic, consultative environment, guiding clients through sophisticated tax strategies while overseeing a team of advisors and preparers. Remote work is an option for candidates in MST / PST with occasional travel. However, we are unable to employ candidates in California.

Equal Opportunity Employer

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Work location

Work model: Remote

Myers Avenue, Moreno Valley, Riverside County, California, 92553, United States

Moreno Valley, California

Open in Google Maps(33.93362, -117.22950)

Key Responsibilities

  • check_circleOversee and review complex tax returns for HNW individuals, estates, trusts, and businesses
  • check_circleDevelop and implement advanced tax planning strategies to optimize clients
  • check_circleProvide strategic tax guidance in collaboration with
  • check_circleResearch and analyze tax laws to
  • check_circleMentor and manage tax advisors,
  • check_circleCommunicate directly with clients,
  • check_circleSupport business development efforts

Requirements

  • verifiedBachelor’s degree in Accounting, Finance, or a related field
  • verifiedFinance, or a related field
  • verifiedAt least 8+ years of tax experience
  • verifiedyears of tax experience
  • verifiedCPA required
  • verifiedMaster’s in Taxation or CFP preferred
  • verifiedor CFP preferred
  • verifiedStrong knowledge of estate
  • verifiedgift
  • verifiedand trust tax strategies

Benefits & Perks

check_circle11-15% annual bonuscheck_circleFlexible remote work option for MST/PST time zone candidatescheck_circleMonthly cell phone expense stipendcheck_circleApproved training and education reimbursementcheck_circle401k with company matchcheck_circleComprehensive health insurance and employee assistance programscheck_circleGenerous and flexible PTO

Skills, education and keywords

Skills: cpa, master's in taxation, cfp.

Education: Bachelor’s degree in Accounting, Finance, or a related field; Master's in Taxation or CFP preferred.

Frequently asked questions about HNW Tax Manager at Jobot

What does a HNW Tax Manager at Jobot do?expand_more
In this HNW Tax Manager at Jobot role, you will oversee and review complex tax returns for hnw individuals, estates, trusts, and businesses; develop and implement advanced tax planning strategies to optimize clients; provide strategic tax guidance in collaboration with; and research and analyze tax laws to.
What are the requirements for this HNW Tax Manager role?expand_more
To qualify for the HNW Tax Manager at Jobot position, applicants should have: Bachelor’s degree in Accounting, Finance, or a related field; Finance, or a related field; At least 8+ years of tax experience; years of tax experience; CPA required; and Master’s in Taxation or CFP preferred.
What is the salary range for HNW Tax Manager at Jobot?expand_more
The advertised salary range for HNW Tax Manager at Jobot is $120k-200k/hr.
Where is the HNW Tax Manager role at Jobot located?expand_more
HNW Tax Manager at Jobot is based in Myers Avenue, Moreno Valley, Riverside County, California, 92553, United States. This is a remote role.
Is this HNW Tax Manager job remote, hybrid, or on-site?expand_more
Jobot has listed this HNW Tax Manager role as remote.
How much experience is required for this HNW Tax Manager role?expand_more
HNW Tax Manager at Jobot typically requires 8+ years of relevant experience at the senior level.
What skills do you need for the HNW Tax Manager role at Jobot?expand_more
Key skills for HNW Tax Manager at Jobot include cpa; master's in taxation; and cfp.
What education is required for HNW Tax Manager at Jobot?expand_more
Educational requirements for this role: Bachelor’s degree in Accounting, Finance, or a related field; and Master's in Taxation or CFP preferred.
What category does the HNW Tax Manager role belong to?expand_more
HNW Tax Manager at Jobot is part of the Admin job category on Recrutus.