Jobot
Base pay range
$130,000.00/yr - $220,000.00/yr
Job Details Hybrid Schedule, Bonus + Profit Sharing - 4 weeks PTO!
Position can be considered fully remote if residing in MST time zone and open to some travel. Must meet all requirements for remote consideration.
Job type: Full-time
Benefits
Just earned "Best Places To Work” for the 11th consecutive year.
Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings list.
Above market salaries and excellent work/life balance and 4 weeks PTO.
401(k) plan with 100% vested company match.
Generous bonuses, profit sharing, and opportunities for growth.
Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee and dependents).
Collaborative, fun, flexible work environment.
Hybrid schedule - 2 days a week work from home.
Responsibilities
Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance.
Manage and oversee the engagement team focused on individual, fiduciary, gift, generation‑skipping, and estate taxation, including the planning and execution of client tax engagements.
Collaborate with specialists regarding state, local, and international taxation.
Provide leadership, training and career mentorship to staff and supervisor‑level team members.
Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.
Qualifications
Bachelor’s degree in accounting or business‑related field.
CPA license in principal place of business/home state, licensed J.D. or enrolled agent.
Minimum of 7 years of experience working in public accounting with an emphasis on review‑heavy tax accounting for UHNW and HNW clients. Most recent years should include experience in managing client engagements.
Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and related tax implications and/or estate, gift and generation‑skipping transfer taxation.
Familiar with multi‑state taxation.
Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously.
Nice-to-haves
CFP (Highly preferred).
Master’s in Accounting or similar.
Equal Opportunity Employer 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.
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.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are 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 and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy.
About Us Top-ranked Wealth Management Firm in Phoenix looking to hire an experienced Tax Manager (or senior tax manager) with a background in UHNW clientele. Been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose.
Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
#J-18808-Ljbffr
Job Details Hybrid Schedule, Bonus + Profit Sharing - 4 weeks PTO!
Position can be considered fully remote if residing in MST time zone and open to some travel. Must meet all requirements for remote consideration.
Job type: Full-time
Benefits
Just earned "Best Places To Work” for the 11th consecutive year.
Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings list.
Above market salaries and excellent work/life balance and 4 weeks PTO.
401(k) plan with 100% vested company match.
Generous bonuses, profit sharing, and opportunities for growth.
Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee and dependents).
Collaborative, fun, flexible work environment.
Hybrid schedule - 2 days a week work from home.
Responsibilities
Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance.
Manage and oversee the engagement team focused on individual, fiduciary, gift, generation‑skipping, and estate taxation, including the planning and execution of client tax engagements.
Collaborate with specialists regarding state, local, and international taxation.
Provide leadership, training and career mentorship to staff and supervisor‑level team members.
Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.
Qualifications
Bachelor’s degree in accounting or business‑related field.
CPA license in principal place of business/home state, licensed J.D. or enrolled agent.
Minimum of 7 years of experience working in public accounting with an emphasis on review‑heavy tax accounting for UHNW and HNW clients. Most recent years should include experience in managing client engagements.
Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and related tax implications and/or estate, gift and generation‑skipping transfer taxation.
Familiar with multi‑state taxation.
Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously.
Nice-to-haves
CFP (Highly preferred).
Master’s in Accounting or similar.
Equal Opportunity Employer 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.
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.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are 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 and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy.
About Us Top-ranked Wealth Management Firm in Phoenix looking to hire an experienced Tax Manager (or senior tax manager) with a background in UHNW clientele. Been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose.
Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
#J-18808-Ljbffr