High Net Worth Tax Manager

4 weeks ago


Seattle, Washington, United States Jobot Full time

Job Summary

A growing accounting firm, Jobot, is seeking a dynamic and experienced High Net Worth Tax Manager to provide tax planning and compliance services to high net worth and ultra-high net worth clients.

Key Responsibilities

  • Review tax returns and workpapers prepared by staff and senior associates
  • Manage client relationships and ensure excellent customer service
  • Develop and mentor staff and senior associates
  • Stay up-to-date with tax laws and regulations and communicate changes to clients and team members
  • Assist with business development and marketing efforts

Qualifications

  • Bachelor's degree in accounting or related field
  • CPA
  • 3 years of experience in tax with a focus on high net worth and ultra-high net worth clients
  • Strong technical skills in tax planning, compliance, and research
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong leadership and mentoring skills

About Jobot

Jobot is a growing accounting firm seeking a dynamic and experienced High Net Worth Tax Manager to join their team.


  • Senior Tax Manager

    4 weeks ago


    Seattle, Washington, United States CyberCoders Full time

    Job SummaryWe are seeking a highly experienced Senior Tax Manager to join our team in the High Net Worth Individuals department. As a Senior Tax Manager, you will be responsible for reviewing and signing individual, trust, partnership, and corporate multistate tax returns. You will also communicate complex tax planning projections for individual and...

  • Tax Manager

    4 weeks ago


    Seattle, Washington, United States Baker Tilly Full time

    Job Description:Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. As a Tax Manager, you will be a valued business advisor delivering industry-focused tax advisory and compliance services to middle...

  • Senior Tax Manager

    4 weeks ago


    Seattle, Washington, United States CyberCoders Full time

    Job Title: Senior Tax ManagerLocation: Fully Remote in the USSalary: $150k-$200K base + BonusRequirements:Bachelor's degree in accounting and CPA requiredAt least 5-10+ years' experience in public accountingDemonstrating a proven progression in tax return complexity, scope, and researchExperience working with HNWIAbout Us:We are a well-established, mid-sized...

  • Tax Manager

    4 weeks ago


    Seattle, Washington, United States Baker Tilly Full time

    Job Description:As a Tax Manager at Baker Tilly, you will play a key role in delivering industry-focused tax advisory and compliance services to middle market clients. You will work closely with firm leadership to serve clients and build the business, having a direct impact on the firm's success.Responsibilities:Provide federal tax compliance and consulting...

  • Tax Manager

    4 weeks ago


    Seattle, Washington, United States Baker Tilly US, LLP Full time

    Job SummaryBaker Tilly US, LLP is seeking a highly skilled Tax Manager to join our Seattle office. As a Tax Manager, you will be responsible for providing federal tax compliance and consulting services to middle market clients.Key ResponsibilitiesProvide trusted tax business advisory services to clients, focusing on day-to-day tax matters and special...

  • Tax Director

    4 weeks ago


    Seattle, Washington, United States Moss Adams LLP Full time

    At Moss Adams LLP, we are seeking a highly skilled Tax Director to join our Tax Services team. As a Tax Director, you will be responsible for delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations, and high net worth individuals.The ideal candidate will have a strong background in tax consulting,...


  • Seattle, Washington, United States Ethical Search Professionals Full time

    We are seeking a highly skilled Tax Senior to join our team at Ethical Search Professionals. As a valued member, you will have the opportunity to collaborate with partners on challenging engagements in a professional and collegial office environment.This position requires Japanese language fluency and involves preparing Federal and multi-state tax returns...

  • Portfolio Manager III

    4 weeks ago


    Seattle, Washington, United States Bank of America Full time

    Job Title: Portfolio Manager IIIJob Summary:As a Portfolio Manager III at Bank of America, you will work with complex High Net Worth Investors to create customized investment strategies. Your primary responsibility will be to understand strategic investment objectives, spending policy needs, and unique client/prospect goals to provide guidance and develop,...


  • Seattle, Washington, United States Brighton Jones LLC Full time

    Summer Tax Internship OpportunityBrighton Jones LLC is seeking a highly motivated and detail-oriented individual to join our tax team as a summer intern. As a summer tax intern, you will have the opportunity to gain hands-on experience in tax preparation, financial analysis, and wealth management.Key Responsibilities:Assist with the preparation of tax...


  • Seattle, Washington, United States International Search Consultants Full time

    Job OpportunityInternational Search Consultants is seeking a seasoned financial professional to join our team as a Senior Client Advisor.About the RoleThis is a unique opportunity to leverage your expertise in trust and estate planning, wealth advisory, and portfolio management to drive business growth and deliver exceptional client service.Key...

  • Portfolio Manager III

    4 weeks ago


    Seattle, Washington, United States Bank of America Full time

    **Job Title:** Portfolio Manager III**Job Summary:**As a Portfolio Manager III at Bank of America, you will be responsible for creating customized investment strategies for complex High Net Worth Investors. Your expertise will be utilized to understand strategic investment objectives, spending policy needs, and unique client/prospect goals to provide...


  • Seattle, Washington, United States International Search Consultants Full time

    Job OpportunityOur client is a prominent Multi-Family Office offering comprehensive wealth management services to high-net-worth individuals and families. They focus on delivering personalized solutions, including fiduciary services, investment management, philanthropic advisory, and family office support.About the RoleThe Client Advisory Associate will be a...

  • Portfolio Manager III

    4 weeks ago


    Seattle, Washington, United States Bank of America Full time

    Job Title: Portfolio Manager IIIJob Summary:We are seeking a highly skilled Portfolio Manager III to join our team at Bank of America. As a Portfolio Manager III, you will be responsible for managing complex high net worth investor relationships and creating customized investment strategies.Key Responsibilities:Develop and implement investment plans tailored...

  • Senior .NET Developer

    4 weeks ago


    Seattle, Washington, United States Diverse Lynx Full time

    Job Summary:We are seeking a highly skilled .NET professional to join our team at Diverse Lynx LLC. As a Senior .NET Developer, you will be responsible for designing, developing, and deploying scalable and efficient software solutions using .NET technologies.Key Responsibilities:* Design and develop software applications using .NET frameworks and languages...


  • Seattle, Washington, United States Tata Consultancy Services Full time

    Job DescriptionWe are seeking a highly skilled .NET Developer to join our team at Tata Consultancy Services. The ideal candidate will have a strong background in .NET development and experience with PPM (Project and Portfolio Management) tools.Key ResponsibilitiesDevelop and maintain high-quality .NET applications using Agile methodologies and Scrum...


  • Seattle, Washington, United States Jobot Full time

    Company OverviewBoutique family law practice with a proven track record of success in high-conflict separations, custody disputes, and high-net-worth matters. Our team represents and opposes executives and business leaders in complex cases, including anti-fraud investigations and large business divisions.Salary$100,000 - $300,000 per year, depending on...

  • Senior Trust Officer

    4 weeks ago


    Seattle, Washington, United States Bank of America Full time

    Job SummaryWe are seeking a highly skilled Senior Trust Officer to join our team at Bank of America. As a key member of our fiduciary services team, you will be responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.Key ResponsibilitiesOversee the...


  • Seattle, Washington, United States Diverse Lynx Full time

    Job Summary:As a Senior .NET Full Stack Developer at Diverse Lynx LLC, you will be responsible for designing, developing, and maintaining robust and scalable full-stack applications using .NET and C#. You will work closely with cross-functional teams to ensure seamless integration of front-end and back-end components. Additionally, you will have the...


  • Seattle, Washington, United States Diverse Lynx Full time

    Job Title: NET Web Support Executive/AnalystJob Summary:We are seeking a highly skilled NET Web Support Executive/Analyst to join our team at Diverse Lynx LLC. The successful candidate will be responsible for supporting features on our E-commerce website, working closely with internal teams to identify system requirements, and collaborating with senior...

  • Tax Manager

    4 weeks ago


    Seattle, Washington, United States RSM US LLP Full time

    About RSM US LLPWe are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential.Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, making us a compelling choice for clients.You'll find an environment that inspires and empowers you...