Jobot
Overview
Senior Tax Advisor | Guide high-net-worth clients with advanced planning, tax strategy & client-focused expertise in a hybrid role. Base pay range: $150,000.00/yr - $200,000.00/yr This Jobot Job is hosted by Eric Kee Why join us
Hybrid schedule with in-office collaboration and remote flexibility. Opportunities to mentor junior team members and influence department initiatives. Exposure to high-net-worth clients, trusts, and estate planning strategies. Collaborative, client-focused environment with growth opportunities. About the role
We are a trusted fiduciary and tax advisory firm committed to serving high-net-worth individuals and families with precision, discretion, and care. Our collaborative environment blends technical expertise with client-first service, ensuring we deliver sophisticated tax and financial planning strategies that make a lasting impact. Responsibilities
Prepare and review complex HNW/individual tax returns, trusts/estates, ensuring accuracy and compliance. Advise clients and Trustees on financial and tax planning strategies, including quarterly estimates and taxable events. Collaborate with internal teams (Trust Administration, Legal, and Business Analysts) on integrated tax planning. Lead or contribute to department-wide initiatives, process improvements, and technology adoption. Mentor junior advisors while maintaining the highest standards of client service and confidentiality. Qualifications
Experience with high-net-worth individuals, trusts, and estate planning (implied by responsibilities). Equal Opportunity
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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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Senior Tax Advisor | Guide high-net-worth clients with advanced planning, tax strategy & client-focused expertise in a hybrid role. Base pay range: $150,000.00/yr - $200,000.00/yr This Jobot Job is hosted by Eric Kee Why join us
Hybrid schedule with in-office collaboration and remote flexibility. Opportunities to mentor junior team members and influence department initiatives. Exposure to high-net-worth clients, trusts, and estate planning strategies. Collaborative, client-focused environment with growth opportunities. About the role
We are a trusted fiduciary and tax advisory firm committed to serving high-net-worth individuals and families with precision, discretion, and care. Our collaborative environment blends technical expertise with client-first service, ensuring we deliver sophisticated tax and financial planning strategies that make a lasting impact. Responsibilities
Prepare and review complex HNW/individual tax returns, trusts/estates, ensuring accuracy and compliance. Advise clients and Trustees on financial and tax planning strategies, including quarterly estimates and taxable events. Collaborate with internal teams (Trust Administration, Legal, and Business Analysts) on integrated tax planning. Lead or contribute to department-wide initiatives, process improvements, and technology adoption. Mentor junior advisors while maintaining the highest standards of client service and confidentiality. Qualifications
Experience with high-net-worth individuals, trusts, and estate planning (implied by responsibilities). Equal Opportunity
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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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