HNW Tax Manager - Remote

FO Advisory Firm is looking to add a Tax Manager to their growing team!This Jobot Job is hosted by: Sydney WeaverAre you a fit? Easy Apply now by clicking the "Apply" buttonand sending us your resume.Salary: $120,000 - $200,000 per yearA bit about us:Are you an experienced tax professional with a strong background in high-net-worth (HNW) client advisory? A leading, well-funded wealth management firm is looking for a Senior Tax Strategist to join their team. With a competitive compensation range of $140K-$200K + 11-15% bonus, this role offers the opportunity to work on complex tax planning strategies for affluent individuals and families.Why join us?Competitive base salary + 11-15% annual bonus (Flexible on remote if MST/PST time zone (cannot do California)Remote work option for candidates in our time zone who are willing to travelMonthly cell phone expense stipendApproved training and education reimbursement401k+ Company MatchComprehensive health insurance and employee assistance programsGenerous and flexible PTOJob DetailsAs a Senior Tax Strategist, you will be a key player in providing advanced tax planning and advisory services to HNW clients. This role is ideal for a tax professional who thrives in a strategic, consultative environment, guiding clients through sophisticated tax strategies while overseeing a team of advisors and preparers. Remote work is an option for candidates inMST / PST with occasional travel. However, we are unable to employ candidates in California.Responsibilities:Oversee and review complex tax returns for HNW individuals, estates, trusts, and businessesDevelop and implement advanced tax planning strategies to optimize clients' financial positionsProvide strategic tax guidance in collaboration with financial advisors and estate planning professionalsResearch and analyze tax laws to ensure compliance and identify planning opportunitiesMentor and manage tax advisors, ensuring high-quality client serviceCommunicate directly with clients, providing clear, proactive tax adviceSupport business development efforts through tax-focused client solutionsRequirements:Bachelor's degree in Accounting, Finance, or a related fieldAt least 8+ years of tax experience, with a strong focus on HNW clientsCPA required; Master's in Taxation or CFP preferredExtensive experience in tax review, planning, and compliance for high-net-worth individuals and familiesStrong knowledge of estate, gift, and trust tax strategiesAbility to manage multiple complex client relationships and lead a teamWillingness to travel occasionally if working remotely; must be in our time zoneThis is a rare opportunity to step into a high-impact role at a firm that values expertise, strategic thinking, and long-term client relationships. If you're ready to take your tax career to the next level, apply now!Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Created: 2025-02-22