Jobot
Overview
Growing firm is looking for tax seniors and tax managers with FO and/or HNW experience. This Jobot job is hosted by Tony Marasco. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Base pay range
$80,000.00/yr - $120,000.00/yr Why join us
Great Benefits, Hybrid Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more! Job Details
This role is with a prestigious Family Office serving high-net-worth individuals and families (ranging from $5 million to $100 million+) and focuses on tax mitigation, family office solutions, and strategic wealth building. The position is to join a high-level advisory team providing sophisticated tax strategies to ultra-affluent clients, beyond traditional compliance. Responsibilities
Manage and oversee tax planning and compliance for HNW/UHNW individuals, families, trusts, and their business entities Develop and execute tax strategies for partnerships, S-corporations, and other pass-through entities Advise on wealth transfer, estate planning, and multi-generational tax efficiency Research complex tax issues related to private investments, real estate holdings, and family office structures Ensure compliance with federal, state, and international tax regulations, particularly for clients with multi-jurisdictional assets Work closely with investment advisors, estate planners, and legal counsel to provide comprehensive financial solutions Handle tax audits, controversy resolution, and IRS/state tax examinations Mentor junior staff and contribute to the firm's continued expertise in high-net-worth taxation Requirements
Bachelor’s degree in Accounting, Finance, or related field For manager level, CPA preferred (also open to Master's in Tax OR EA) At least 3 years of tax experience, ideally with HNW individuals, family offices, or private client services Strong expertise in pass-through entity taxation, partnerships, and trust structures Experience with estate planning strategies, gift tax, and wealth transfer Ability to navigate complex tax laws and conduct in-depth research Strong client-facing skills with a focus on high-touch advisory services Prior experience in a family office, Big 4, or specialized tax advisory firm is a plus 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. Jobot may perform background checks with your authorization and will consider qualified candidates with criminal histories in a manner consistent with applicable laws. Information collected as part of your Jobot candidate profile and any job applications is subject to Jobot's Privacy Policy and related notices, available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot and/or its agents. Message and data rates may apply. You can opt out as described in the privacy policy. Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page.
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Growing firm is looking for tax seniors and tax managers with FO and/or HNW experience. This Jobot job is hosted by Tony Marasco. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Base pay range
$80,000.00/yr - $120,000.00/yr Why join us
Great Benefits, Hybrid Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more! Job Details
This role is with a prestigious Family Office serving high-net-worth individuals and families (ranging from $5 million to $100 million+) and focuses on tax mitigation, family office solutions, and strategic wealth building. The position is to join a high-level advisory team providing sophisticated tax strategies to ultra-affluent clients, beyond traditional compliance. Responsibilities
Manage and oversee tax planning and compliance for HNW/UHNW individuals, families, trusts, and their business entities Develop and execute tax strategies for partnerships, S-corporations, and other pass-through entities Advise on wealth transfer, estate planning, and multi-generational tax efficiency Research complex tax issues related to private investments, real estate holdings, and family office structures Ensure compliance with federal, state, and international tax regulations, particularly for clients with multi-jurisdictional assets Work closely with investment advisors, estate planners, and legal counsel to provide comprehensive financial solutions Handle tax audits, controversy resolution, and IRS/state tax examinations Mentor junior staff and contribute to the firm's continued expertise in high-net-worth taxation Requirements
Bachelor’s degree in Accounting, Finance, or related field For manager level, CPA preferred (also open to Master's in Tax OR EA) At least 3 years of tax experience, ideally with HNW individuals, family offices, or private client services Strong expertise in pass-through entity taxation, partnerships, and trust structures Experience with estate planning strategies, gift tax, and wealth transfer Ability to navigate complex tax laws and conduct in-depth research Strong client-facing skills with a focus on high-touch advisory services Prior experience in a family office, Big 4, or specialized tax advisory firm is a plus 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. Jobot may perform background checks with your authorization and will consider qualified candidates with criminal histories in a manner consistent with applicable laws. Information collected as part of your Jobot candidate profile and any job applications is subject to Jobot's Privacy Policy and related notices, available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot and/or its agents. Message and data rates may apply. You can opt out as described in the privacy policy. Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page.
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