What are the responsibilities and job description for the Senior Tax Associate - High Net Worth Clients & Family Office Services position at Jobot?
Flexible Hybrid Schedule, Ready to move beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals and families?
This Jobot Job is hosted by: Mark C. Johnson
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $120,000 - $140,000 per year
A bit about us:
Our client is a leading independent wealth management and family office firm serving high-net-worth individuals, families, executives, entrepreneurs, and institutions across the United States.
The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof. Clients rely on the firm not only for technical expertise, but for trusted advice across all aspects of their financial lives.
With continued growth and a strong reputation for excellence, the firm offers professionals the opportunity to work on sophisticated client engagements while building long-term, meaningful client relationships.
Why join us?
Unlike traditional public accounting environments, this role offers exposure to a broad range of advisory services that extend well beyond tax compliance.
You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm values collaboration, professional growth, and delivering an exceptional client experience.
Highlights include:
Competitive compensation package ($120,000 - $140,000)
Annual bonus opportunity (20%)
Comprehensive medical, dental, and vision coverage beginning on day one
401(k) plan with company match
Flexible PTO policy
Paid parental leave
Financial support for advanced education and professional certifications
Commuter benefits
Opportunities for community involvement and volunteer service
Exposure to sophisticated high-net-worth tax planning and family office engagements
A collaborative culture focused on long-term professional development
This is an excellent opportunity for a tax professional seeking greater client interaction, advisory exposure, and a career path beyond traditional public accounting.
Job Details
The Senior Tax Associate will play a key role in delivering tax compliance, tax planning, financial administration, and family office services to high-net-worth individuals and families.
This position combines technical tax expertise with client relationship management and financial oversight responsibilities. The successful candidate will work directly with clients and collaborate closely with members of their broader wealth management teams to provide comprehensive financial support and exceptional service.
Key Responsibilities
Tax Compliance & Planning
Prepare and review individual, business, trust, and fiduciary income tax returns, including multi-state filings
Prepare and review tax projections, estimated tax calculations, and planning analyses
Respond to tax notices and assist with tax audits and examinations
Conduct tax research and support special projects
Review payroll tax filings and various information return filings
Family Office & Financial Administration
Provide business management, financial administration, and financial concierge services for multiple clients
Review bookkeeping activities, including general ledger postings, payroll processing, bank reconciliations, and financial statement preparation
Monitor and review client financial reporting, budgets, cash flow analyses, spending reports, and financial plans
Assist with forensic accounting and financial analyses related to matrimonial matters
Coordinate with advisors, attorneys, accountants, and other members of clients' professional teams
Client Relationship Management
Develop and maintain strong relationships with high-net-worth clients and their families
Serve as a trusted resource and responsive point of contact for client requests
Participate in all business aspects of client engagements, including billing, collections, and maintaining profitability
Deliver a high level of service while managing multiple client relationships and deadlines
Qualifications
Bachelor's degree in Accounting required
Master's in Taxation preferred
CPA license preferred; CFP designation a plus
5-7 years of high-net-worth tax experience within a public accounting, family office, or wealth management environment
Strong experience preparing and reviewing complex individual income tax returns
Knowledge of tax planning, financial planning, and financial administration concepts
Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online)
Excellent analytical, organizational, and problem-solving skills
Strong verbal and written communication abilities
Ability to manage multiple priorities and deadlines in a fast-paced environment
Demonstrated professionalism, integrity, dependability, and commitment to client service
What Success Looks Like
The ideal candidate is technically strong, detail-oriented, and highly organized, but also enjoys working directly with clients and helping them solve complex financial challenges. They are comfortable balancing tax responsibilities with broader financial administration and family office services while maintaining exceptional attention to detail and client satisfaction.
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.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
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
This Jobot Job is hosted by: Mark C. Johnson
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $120,000 - $140,000 per year
A bit about us:
Our client is a leading independent wealth management and family office firm serving high-net-worth individuals, families, executives, entrepreneurs, and institutions across the United States.
The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof. Clients rely on the firm not only for technical expertise, but for trusted advice across all aspects of their financial lives.
With continued growth and a strong reputation for excellence, the firm offers professionals the opportunity to work on sophisticated client engagements while building long-term, meaningful client relationships.
Why join us?
Unlike traditional public accounting environments, this role offers exposure to a broad range of advisory services that extend well beyond tax compliance.
You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm values collaboration, professional growth, and delivering an exceptional client experience.
Highlights include:
Competitive compensation package ($120,000 - $140,000)
Annual bonus opportunity (20%)
Comprehensive medical, dental, and vision coverage beginning on day one
401(k) plan with company match
Flexible PTO policy
Paid parental leave
Financial support for advanced education and professional certifications
Commuter benefits
Opportunities for community involvement and volunteer service
Exposure to sophisticated high-net-worth tax planning and family office engagements
A collaborative culture focused on long-term professional development
This is an excellent opportunity for a tax professional seeking greater client interaction, advisory exposure, and a career path beyond traditional public accounting.
Job Details
The Senior Tax Associate will play a key role in delivering tax compliance, tax planning, financial administration, and family office services to high-net-worth individuals and families.
This position combines technical tax expertise with client relationship management and financial oversight responsibilities. The successful candidate will work directly with clients and collaborate closely with members of their broader wealth management teams to provide comprehensive financial support and exceptional service.
Key Responsibilities
Tax Compliance & Planning
Prepare and review individual, business, trust, and fiduciary income tax returns, including multi-state filings
Prepare and review tax projections, estimated tax calculations, and planning analyses
Respond to tax notices and assist with tax audits and examinations
Conduct tax research and support special projects
Review payroll tax filings and various information return filings
Family Office & Financial Administration
Provide business management, financial administration, and financial concierge services for multiple clients
Review bookkeeping activities, including general ledger postings, payroll processing, bank reconciliations, and financial statement preparation
Monitor and review client financial reporting, budgets, cash flow analyses, spending reports, and financial plans
Assist with forensic accounting and financial analyses related to matrimonial matters
Coordinate with advisors, attorneys, accountants, and other members of clients' professional teams
Client Relationship Management
Develop and maintain strong relationships with high-net-worth clients and their families
Serve as a trusted resource and responsive point of contact for client requests
Participate in all business aspects of client engagements, including billing, collections, and maintaining profitability
Deliver a high level of service while managing multiple client relationships and deadlines
Qualifications
Bachelor's degree in Accounting required
Master's in Taxation preferred
CPA license preferred; CFP designation a plus
5-7 years of high-net-worth tax experience within a public accounting, family office, or wealth management environment
Strong experience preparing and reviewing complex individual income tax returns
Knowledge of tax planning, financial planning, and financial administration concepts
Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online)
Excellent analytical, organizational, and problem-solving skills
Strong verbal and written communication abilities
Ability to manage multiple priorities and deadlines in a fast-paced environment
Demonstrated professionalism, integrity, dependability, and commitment to client service
What Success Looks Like
The ideal candidate is technically strong, detail-oriented, and highly organized, but also enjoys working directly with clients and helping them solve complex financial challenges. They are comfortable balancing tax responsibilities with broader financial administration and family office services while maintaining exceptional attention to detail and client satisfaction.
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.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
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
Salary : $120,000 - $140,000