Job details
FO Advisory Firm is looking to add a Tax Manager to their growing team!
This Jobot Job is hosted by Sydney Weaver.
Salary: $120,000 - $200,000 per year
A 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 travel
- Monthly cell phone expense stipend
- Approved training and education reimbursement
- 401k+ Company Match
- Comprehensive health insurance and employee assistance programs
- Generous and flexible PTO
Job Details
As 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 in MST / 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 businesses
- Develop and implement advanced tax planning strategies to optimize clients' financial positions
- Provide strategic tax guidance in collaboration with financial advisors and estate planning professionals
- Research and analyze tax laws to ensure compliance and identify planning opportunities
- Mentor and manage tax advisors, ensuring high-quality client service
- Communicate directly with clients, providing clear, proactive tax advice
- Support business development efforts through tax-focused client solutions
Requirements
- Bachelors degree in Accounting, Finance, or a related field
- At least 8+ years of tax experience, with a strong focus on HNW clients
- CPA required; Masters in Taxation or CFP preferred
- Extensive experience in tax review, planning, and compliance for high-net-worth individuals and families
- Strong knowledge of estate, gift, and trust tax strategies
- Ability to manage multiple complex client relationships and lead a team
- Willingness to travel occasionally if working remotely; must be in our time zone
This 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 youre ready to take your tax career to the next level, apply now!
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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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