What are the responsibilities and job description for the Tax Principal - HNW Advisory position at Jobot?
REMOTE
This Jobot Job is hosted by: Albert Simons
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000 - $220,000 per year
A bit about us:
We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
We serve over 5,000 clients across the U.S. - high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses - each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance.
We're scaling aggressively through both organic growth and strategic CPA firm acquisitions. While the rest of the industry is still running AI pilots, we're already running core tax workflows on production AI systems - giving our advisors more time for what matters: building real, lasting wealth for clients.
Our culture is built on three things: deep technical rigor, genuine client relationships, and the boldness to reimagine what a tax practice can look like. If you've spent your career inside a big firm wondering why things have to be done the old way, come join us and help build the new way. Your voice and feedback are highly valuable as we continue to grow.
Why join us?
Job Details
This isn't a compliance role. This role is built for tax professionals ready to go beyond compliance work and step into strategic, integrated tax planning for sophisticated High Net Worth clients. If you thrive in a fast-growing environment and want to be a trusted advisor, we want to hear from you.
Required:
Preferred:
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: Albert Simons
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000 - $220,000 per year
A bit about us:
We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
We serve over 5,000 clients across the U.S. - high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses - each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance.
We're scaling aggressively through both organic growth and strategic CPA firm acquisitions. While the rest of the industry is still running AI pilots, we're already running core tax workflows on production AI systems - giving our advisors more time for what matters: building real, lasting wealth for clients.
Our culture is built on three things: deep technical rigor, genuine client relationships, and the boldness to reimagine what a tax practice can look like. If you've spent your career inside a big firm wondering why things have to be done the old way, come join us and help build the new way. Your voice and feedback are highly valuable as we continue to grow.
Why join us?
- Focus on client advisory and relationship building rather than only tax compliance
- Equity options for all employees
- Entrepreneurial environment
- Unlimited PTO
- 100% Healthcare coverage for employees and majority covered for family members
- Rapid upward trajectory opportunities
Job Details
This isn't a compliance role. This role is built for tax professionals ready to go beyond compliance work and step into strategic, integrated tax planning for sophisticated High Net Worth clients. If you thrive in a fast-growing environment and want to be a trusted advisor, we want to hear from you.
Required:
- Bachelors Degree in Accounting or similar field
- CPA or EA
- 10 years of Tax experience from a Top 100 CPA firm
- Expertise in HNW individuals, closely held businesses and passthrough entities
- Experience with CCH Axcess
Preferred:
- Masters Taxation
- Strong technical knowledge with foreign filings (5471, 8865, etc)
- Experience with QSBS (qualified small business stocks)
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 : $180,000 - $220,000