HNW Tax Manager - Remote

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Job details

FO Advisory Firm is looking to add a Tax Manager to their growing team!

This Jobot Job is hosted by Sydney Weaver

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

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

• Bachelor’s degree in Accounting, Finance, or a related field
• At least 8 years of tax experience, with a strong focus on HNW clients
• CPA required; Master’s 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 you’re ready to take your tax career to the next level, apply now!

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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Click our Jobot logo and follow our LinkedIn page!