What are the responsibilities and job description for the Tax Partner - High Net Worth (REMOTE) position at Jobot?
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Job details:
Tax Partner- High Net Worth (REMOTE) / $$$ / Hybrid / Equity
This Jobot Job is hosted by: Joseph Sipocz
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $200,000 - $350,000 per year
A bit about us:
We are mid-sized firm seeking a dynamic and experienced Tax Partner - High Net Worth (REMOTE) to join our prestigious firm. This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance. The successful candidate will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients. This role offers a clear path to partnership and is an excellent opportunity for those looking to take their career to the next level.
Why join us?
Responsibilities
As a Tax Partner- High Net Worth (REMOTE), you will be responsible for:
1. Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.
2. Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections.
3. Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
4. Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.
5. Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service.
6. Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service.
7. Providing thought leadership and contributing to the firm's growth and development by identifying new business opportunities and participating in marketing initiatives.
8. Experience with trust, estates, wealth planning.
Qualifications
The ideal candidate for the Tax Partner- High Net Worth (REMOTE) role will have:
1. A bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred.
2. A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm.
3. In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
4. Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.
5. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
6. A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
7. A commitment to delivering exceptional client service and contributing to the firm's growth and success.
If you are a seasoned tax professional with a passion for serving high net worth clients and a desire to take your career to the next level, we invite you to apply for this exciting opportunity.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" 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
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Tax Partner- High Net Worth (REMOTE) / $$$ / Hybrid / Equity
This Jobot Job is hosted by: Joseph Sipocz
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $200,000 - $350,000 per year
A bit about us:
We are mid-sized firm seeking a dynamic and experienced Tax Partner - High Net Worth (REMOTE) to join our prestigious firm. This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance. The successful candidate will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients. This role offers a clear path to partnership and is an excellent opportunity for those looking to take their career to the next level.
Why join us?
- Partner path
- High net worth focus - average client is over $10 million in net worth
- Hybrid
- Unlimited PTO
- Paid holidays
- Medical/dental/vision
- 401K match
Responsibilities
As a Tax Partner- High Net Worth (REMOTE), you will be responsible for:
1. Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.
2. Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections.
3. Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
4. Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.
5. Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service.
6. Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service.
7. Providing thought leadership and contributing to the firm's growth and development by identifying new business opportunities and participating in marketing initiatives.
8. Experience with trust, estates, wealth planning.
Qualifications
The ideal candidate for the Tax Partner- High Net Worth (REMOTE) role will have:
1. A bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred.
2. A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm.
3. In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
4. Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.
5. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
6. A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
7. A commitment to delivering exceptional client service and contributing to the firm's growth and success.
If you are a seasoned tax professional with a passion for serving high net worth clients and a desire to take your career to the next level, we invite you to apply for this exciting opportunity.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" 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
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $200,000 - $350,000