Job Description
Job DescriptionSenior Tax Advisor | Guide high-net-worth clients with advanced planning, tax strategy & client-focused expertise in a hybrid role.
This Jobot Job is hosted by: Eric Kee
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $150,000 - $200,000 per year
A bit about us:
We are a trusted fiduciary and tax advisory firm committed to serving high-net-worth individuals and families with precision, discretion, and care. Our collaborative environment blends technical expertise with client-first service, ensuring we deliver sophisticated tax and financial planning strategies that make a lasting impact.
Why join us?
Partner with experienced professionals on complex tax and financial planning matters.
Hybrid schedule with in-office collaboration and remote flexibility.
Opportunities to mentor junior team members and influence department initiatives.
Exposure to high-net-worth clients, trusts, and estate planning strategies.
Work in a collaborative, client-focused environment with growth opportunities.
Job Details
Prepare and review complex HNW/individual tax returns, trusts/estates, ensuring accuracy and compliance.
Advise clients and Trustees on financial and tax planning strategies, including quarterly estimates and taxable events.
Collaborate with internal teams (Trust Administration, Legal, and Business Analysts) on integrated tax planning.
Lead or contribute to department-wide initiatives, process improvements, and technology adoption.
Mentor junior advisors while maintaining the highest standards of client service and confidentiality.
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.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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