Tax Partner - High Net Worth (REMOTE)

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job Details Tax Partner- High Net Worth (REMOTE) / $$$ / Hybrid / Equity Salary: $200,000 - $300,000 per year Hosted by: Joseph Sipocz A bit about us We are a 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 provide strategic tax planning advice and compliance services to our high net‑worth clients. This role offers a clear path to partnership and an excellent opportunity for those looking to advance their career. Why join us? Partner path High net worth focus – average client over $10 million in net worth Hybrid work model Unlimited PTO Paid holidays Medical/dental/vision coverage 401K match Responsibilities Providing comprehensive tax planning and advisory services to high net‑worth individuals, families, and their related entities. Overseeing all aspects of tax compliance, including preparation and review of tax returns and projections. Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients. Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients. Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service. Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service. Providing thought leadership and contributing to the firm’s growth and development by identifying new business opportunities and participating in marketing initiatives. Experience with trust, estates, and wealth planning. Qualifications A bachelor’s degree in Accounting, Finance, or a related field. A master’s degree in Taxation or a CPA designation is highly preferred. 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. In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance. Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients. Excellent communication and interpersonal skills, building strong relationships with clients and team members. A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities. 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. Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! #J-18808-Ljbffr Jobot