High Net Worth Tax Professional

19 hours ago


Cincinnati, Ohio, United States Jobot Full time
Company Overview
Jobot is a dynamic Public Accounting firm that maintains a high level of technical expertise with luxurious perks and schedule flexibility. We are seeking a highly skilled HNW Tax Director to join our team. This role offers the opportunity to work with a diverse range of clients, including high-net-worth individuals, families, trusts, estates, and privately held businesses.

Salary: $150,000 - $200,000 per year

Job Description
As a HNW Tax Director, you will be responsible for providing tax planning services, managing and developing relationships with clients, and enhancing the firm's reputation by ensuring clients receive the highest level of service. 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.


Required Skills and Qualifications
You must have a Bachelor's degree in Accounting, Finance, or a related field and a minimum of 10 years of progressive experience in public accounting or a family office dealing with high-net-worth clients. You should also have an extensive understanding of tax laws, principles, and procedures, particularly those that apply to high-net-worth individuals and entities.

Benefits
We offer a competitive salary, flexible schedule, and opportunities for professional growth and development.

Others
Jobot is a unique place where you can make a real difference in your career and contribute to the success of our clients.

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