Jobot
Overview
Join one of the fastest growing firms in the nation and help us take our brand and service to the next level as a Partner for our HNW Practice. Salary range listed: $250,000.00/yr - $350,000.00/yr. A Bit About Us: Full service accounting and consulting firm founded in the 1990s. Services are divided into six areas — tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory. Recognized as one of the Best Places to Work for 10 consecutive years by Accounting Today and other industry recognitions. Why join us?
The Partner will have flexibility and autonomy to build out the HNW — Individual Tax, Trust, Gift and Estate practice, with leadership and staff encouraged to maintain a strong work–life balance. Flexible work arrangements are offered throughout the year. Busy season typically involves 50-55 hour weeks. Unlimited PTO. Maternity and paternity leave. Above market benefits (employer paid) including Health/Dental/Vision, 401K. 3% Safe harbor 401K contribution. Generous yearly bonus. Job details: We are seeking a dynamic and highly motivated High Net Worth (HNW) Tax Partner to join our leading public accounting firm. The ideal candidate will have extensive experience in tax planning and compliance for high net worth individuals and will lead delivery of sophisticated tax solutions for clients including entrepreneurs, executives, and families. The candidate will leverage expertise in individual, trust, gift, and estate tax to provide innovative solutions aligned with client financial goals. Responsibilities
Provide comprehensive tax planning and compliance services for high net worth individuals, trusts, estates, and gift taxes. Lead and manage a team of tax professionals, fostering a supportive and collaborative environment. Develop and maintain strong relationships with clients to understand their unique needs and provide tailored tax solutions. Collaborate with other departments to ensure a coordinated and comprehensive approach to client service. Oversee the preparation and review of complex individual, trust, gift, and estate tax returns. Leverage sales and business development skills to expand the client base and enhance the firm’s reputation in the market. Stay abreast of current tax laws and regulations to ensure clients receive up-to-date and accurate advice. Participate in professional organizations and networking events to promote the firm’s services. Qualifications
Certified Public Accountant (CPA) designation is required. Minimum of 10+ years of experience in tax planning and compliance for high net worth individuals. Proven track record in sales and business development. Comprehensive understanding of individual, trust, gift, and estate tax. Exceptional leadership and team management skills. Strong interpersonal skills with the ability to build and maintain client relationships. Excellent problem-solving skills with the ability to provide innovative tax solutions. Ability to stay current with tax laws and regulations. Commitment to upholding the highest standards of professionalism and ethics. Job details
We are committed to finding a dynamic executive tax leader for this role. Interested candidates should apply by submitting their resume. Jobot is an Equal Opportunity Employer and provides an inclusive work environment that celebrates diversity. Qualifications will be considered without regard to race, color, religion, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law. Jobot may perform background checks with authorization where required by law. Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page.
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Join one of the fastest growing firms in the nation and help us take our brand and service to the next level as a Partner for our HNW Practice. Salary range listed: $250,000.00/yr - $350,000.00/yr. A Bit About Us: Full service accounting and consulting firm founded in the 1990s. Services are divided into six areas — tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory. Recognized as one of the Best Places to Work for 10 consecutive years by Accounting Today and other industry recognitions. Why join us?
The Partner will have flexibility and autonomy to build out the HNW — Individual Tax, Trust, Gift and Estate practice, with leadership and staff encouraged to maintain a strong work–life balance. Flexible work arrangements are offered throughout the year. Busy season typically involves 50-55 hour weeks. Unlimited PTO. Maternity and paternity leave. Above market benefits (employer paid) including Health/Dental/Vision, 401K. 3% Safe harbor 401K contribution. Generous yearly bonus. Job details: We are seeking a dynamic and highly motivated High Net Worth (HNW) Tax Partner to join our leading public accounting firm. The ideal candidate will have extensive experience in tax planning and compliance for high net worth individuals and will lead delivery of sophisticated tax solutions for clients including entrepreneurs, executives, and families. The candidate will leverage expertise in individual, trust, gift, and estate tax to provide innovative solutions aligned with client financial goals. Responsibilities
Provide comprehensive tax planning and compliance services for high net worth individuals, trusts, estates, and gift taxes. Lead and manage a team of tax professionals, fostering a supportive and collaborative environment. Develop and maintain strong relationships with clients to understand their unique needs and provide tailored tax solutions. Collaborate with other departments to ensure a coordinated and comprehensive approach to client service. Oversee the preparation and review of complex individual, trust, gift, and estate tax returns. Leverage sales and business development skills to expand the client base and enhance the firm’s reputation in the market. Stay abreast of current tax laws and regulations to ensure clients receive up-to-date and accurate advice. Participate in professional organizations and networking events to promote the firm’s services. Qualifications
Certified Public Accountant (CPA) designation is required. Minimum of 10+ years of experience in tax planning and compliance for high net worth individuals. Proven track record in sales and business development. Comprehensive understanding of individual, trust, gift, and estate tax. Exceptional leadership and team management skills. Strong interpersonal skills with the ability to build and maintain client relationships. Excellent problem-solving skills with the ability to provide innovative tax solutions. Ability to stay current with tax laws and regulations. Commitment to upholding the highest standards of professionalism and ethics. Job details
We are committed to finding a dynamic executive tax leader for this role. Interested candidates should apply by submitting their resume. Jobot is an Equal Opportunity Employer and provides an inclusive work environment that celebrates diversity. Qualifications will be considered without regard to race, color, religion, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law. Jobot may perform background checks with authorization where required by law. Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page.
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