Senior Tax Manager for High-Net-Worth Clients

20 hours ago


Cincinnati, Ohio, United States Jobot Full time
About the Job
Jobot is seeking a highly skilled HNW Tax Director to join our team. This is an exciting opportunity to work with a diverse range of clients, including high-net-worth individuals, families, trusts, estates, and privately held businesses. As a HNW Tax Director, you will be responsible for providing tax planning services, managing client relationships, and enhancing the firm's reputation through excellent service delivery. Your duties will include:
  • • Providing innovative tax planning strategies and compliance expertise to clients;
    • Supervising and reviewing high-net-worth federal and state income tax returns and collaborating with other team members on client engagements;
    • Researching tax laws and formulating tax strategies to optimize clients' financial situations;
    • Working closely with partners and staff on client management, practice development, and business development activities;
    • Providing leadership, counseling, career guidance, and performance feedback to staff;
    • Ensuring the firm stays updated with the latest industry trends and changes in tax legislation that could impact clients.


Key Requirements
To be successful in this role, you will need a Bachelor's degree in Accounting, Finance, or a related field and at least 10 years of experience in public accounting or a family office dealing with high-net-worth clients. You should also have a strong understanding of tax laws and procedures and excellent communication and interpersonal skills.

What We Look For
We are looking for a highly motivated and experienced professional who is passionate about delivering exceptional tax services and building long-term relationships with clients. If you have a strong understanding of tax laws and procedures and excellent communication and interpersonal skills, we would love to hear from you.

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