Sr. Tax Advisor

Senior Tax Advisor

Senior Tax Advisor | Guide high-net-worth clients with advanced planning, tax strategy & client-focused expertise in a hybrid role.

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.

Easy Apply now by clicking the "Apply Now" button or sending us your resume.

• 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.

• 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.

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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Jobot 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).