High—Net-Worth Tax Manager (Remote if local)

Company: Jobot
Location: Miami
Posted on: June 24, 2025

Job Description:

A South Florida independent business advisory and tax accounting firm is looking to hire a HNW Tax Manager This Jobot Job is hosted by: Tim Sargious Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $200,000 - $275,000 per year A bit about us: A South Florida independent business advisory and tax accounting firm is looking to hire a HNW Tax Manager (Level 1 or 2) with Big 4 Tax Manager experience. This firm primarily has Big 4 CPAs and continues to grow steadily in size, scope, and reputation. Why join us? 401(k) 401(k) matching Dental insurance Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Referral program Vision insurance Job Details Job Details: We are seeking an experienced and dedicated Permanent High-Net-Worth Tax Manager to join our remote team. This is an incredible opportunity for a talented tax professional to utilize their skills in a flexible and dynamic environment. The successful candidate will have a deep understanding of the complexities of high-net-worth tax planning, preparation, and compliance. This position will offer the opportunity to work with a diverse portfolio of high-net-worth individuals and families, providing strategic tax services and advice. Responsibilities: As the Permanent High-Net-Worth Tax Manager, your responsibilities will include but are not limited to: 1. Overseeing and managing the tax planning, preparation, and compliance processes for high-net-worth individuals and families. 2. Researching and implementing advanced tax strategies to minimize tax liabilities and maximize client wealth. 3. Reviewing complex income tax returns including Federal and Multi-State returns for high net worth individuals, trusts, partnerships, non-profit organizations. 4. Providing proactive tax planning and advice to clients, including identifying and implementing key tax saving strategies. 5. Collaborating with other team members and departments to streamline processes and ensure the highest level of client service. 6. Staying up-to-date with the latest tax laws and regulations, ensuring all processes and procedures are in compliance. 7. Communicating complex tax strategies in a clear and concise manner to clients. Qualifications: The ideal candidate for the Permanent High-Net-Worth Tax Manager position will possess the following qualifications: 1. A minimum of 5 years of experience in a tax manager or similar role, with a focus on high-net-worth individuals. 2. Extensive knowledge and experience with form 1040. 3. A bachelor's degree in Accounting, Finance, or a related field. A CPA or Master’s degree in Taxation is highly preferred. 4. Proven experience in managing a diverse portfolio of high-net-worth clients. 5. Strong analytical and problem-solving skills, with the ability to interpret complex financial information. 6. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients. 7. Proficiency in tax software and technology, with the ability to adapt to new systems and processes quickly. 8. A strong commitment to maintaining the highest level of confidentiality and professional discretion. 9. Ability to work independently in a remote environment, while maintaining a high level of productivity and meeting deadlines. Join our team and leverage your expertise in high-net-worth tax management to make a significant impact on our clients' financial futures. We offer a competitive salary, flexible work environment, and a supportive team culture. If you're ready to take your career to the next level, we'd love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. 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.

Keywords: Jobot, Key Biscayne , High—Net-Worth Tax Manager (Remote if local), Accounting, Auditing , Miami, Florida