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Senior Wealth Tax Advisor

2 months ago

Dallas, Texas, United States Jobot Full time
Hybrid Role: We are seeking a skilled professional to become part of our team at Jobot, a prominent firm in Wealth Management. This position offers an excellent work/life balance, an Employee Stock Ownership Plan (ESOP), annual bonuses, employer-sponsored benefits, volunteer opportunities, and remarkable career advancement potential.

About Us: Founded in the 1970s, we deliver a comprehensive suite of services including Investment Advisory, Wealth Management, endowments, fiduciary services, and wealth planning tailored for high net worth individuals, business proprietors, and families. Our assets under management total approximately 630 billion.

Why Join Us?
  • Balanced work-life during peak periods
  • Career growth and advancement opportunities
  • Engagement in our ESOP initiative
  • Annual performance bonuses
  • Extensive health benefits with 70% covered by the employer + wellness initiatives
  • 401(k) plan featuring a 5% employer match + financial advisory services
  • Generous paid time off
  • 18 hours of community service annually
Job Overview:

Become a vital member of our team, delivering tax consulting and wealth management services to affluent families, individuals, and entities. Collaborate with fellow professionals, prepare tax documentation, conduct thorough research, and focus on refining tax processes.

Key Responsibilities:
  • Regularly engage with clients and collaborate with other advisors
  • Assist in the preparation and review of tax returns for diverse entities
  • Conduct research and analysis on tax compliance and planning inquiries
  • Maintain comprehensive client files and documentation
  • Develop internal networks to enhance tax service offerings
  • Participate in internal discussions focused on tax processes
  • Effectively communicate project updates and collaborate with team members
  • Occasional travel for client meetings
  • Embrace technology to enhance tax processes