AP Clerk (Entry-level, Accounting degree req'd)

$140k - $170k

Jobot

Multi-generational HNW family planning
This Jobot Job is hosted by: Albert Simons
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $140,000 - $170,000 per year
A bit about us:
We are seeking a Tax Manager to support the tax and planning needs of our clients including a multi-generational family office. This role oversees complex tax compliance, planning, and strategy across individuals, trusts, estates, and related entities.
We're a reputable team with a legacy for taking care of our employees. A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations. Known for pairing technical depth with a practical, relationship-driven approach, advising clients on structuring, growth, transactions, and long-term wealth planning.
Why join us?
Excellent culture
Strong local reputation
Independence
Great Benefits
Job Details
Job Details:
Our team is seeking a Tax Manager to join our Family Office team. This is an exciting opportunity for someone to pursue Partner as the current leaders retire and succession planning becomes focus. The ideal candidate will have a strong background in federal and state tax, tax returns, and experience dealing with high net worth individuals. The role will require a deep understanding of gift, trust and estate taxation and the ability to provide strategic tax planning advice to our clientele.
Responsibilities:
Lead tax compliance and planning for high-net-worth individuals, multi-generational families, trusts, estates, and pass-through entities
Serve as a trusted advisor to family members on income tax, gift, estate, and wealth-transfer strategies
Coordinate with external tax advisors, attorneys, and investment professionals to ensure aligned planning and execution
Review complex federal and state tax returns; ensure accuracy, timeliness, and risk management
Provide proactive tax planning around liquidity events, investments, and generational transitions
Oversee and mentor junior tax staff or coordinate work performed by outside firms
Opportunity to move away from traditional busy seasons into a relationship-driven, strategic environment
Long-term stability, strong work-life balance, and exposure to high-impact planning work rarely seen outside of family offices
Interested in hearing more? Easy Apply now by clicking the "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.
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Multi-generational HNW family planning This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $140,000 - $170,000 per year A bit about us: We are seeking a Tax Manager to ...
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