Tax Manager - Private Client Services

A bit about us:

A premier accounting, tax, and advisory organization providing sophisticated tax planning, compliance, and consulting services to high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm offers a collaborative, entrepreneurial environment focused on technical excellence, client service, professional development, and long-term career growth.

Why join us?

Competitive compensation package ranging from $150,000-$185,000
Discretionary performance bonus
Hybrid work schedule with flexibility
Medical, dental, and vision coverage
401(k) plan and profit-sharing program
Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
Basic Life, AD&D, and voluntary life insurance
Inclusive parental leave benefits
Generous PTO and paid firm holidays
Employee wellness and assistance programs
Training, certification, and professional development opportunities
Recognition and rewards programs
Community involvement and volunteer programs
Strong mentorship and leadership development opportunities

Job Details

Serve as a primary advisor to ultra-high-net-worth individuals, families, and financial services professionals.
Provide innovative tax planning, consulting, and compliance services.
Develop and maintain strong client relationships while acting as a trusted business partner.
Review complex individual, partnership, trust, estate, gift, and related entity tax returns.
Advise investment-focused clients, including hedge fund and private equity professionals.
Work closely with fund CFOs and management companies regarding tax planning and compliance matters.
Interpret and analyze hedge fund and investment partnership K-1 reporting.
Conduct tax research and provide recommendations on complex technical tax matters.
Review tax returns, workpapers, and deliverables prepared by staff.
Train, mentor, supervise, and evaluate tax professionals.
Stay current on federal and state legislative and tax policy changes.
Participate in client development and business growth initiatives.
Collaborate closely with firm leadership to deliver exceptional client service.

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.

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