Sr. Tax Manager

A bit about us:

We are a forward-thinking advisory and tax firm partnering with ultra-high-net-worth individuals, founders, and executives. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.

Why join us?

Work with ultra-HNW clients on highly sophisticated tax matters
Exposure to IPOs, startup equity, and complex wealth events
Collaborative, advisory-focused environment with strong leadership access
Opportunity to deepen expertise in a niche, high-demand specialty
Clear path for professional growth and increased client impact

Job Details

• Managing complex individual tax engagements, particularly involving high-value equity compensation
• Advising on ISOs, NSOs, RSUs, and 83(b) elections across pre- and post-liquidity events
• Experience with QSBS (Section 1202) planning and analysis
• Partnering with clients on tax strategy related to IPOs and startup growth
• Reviewing and overseeing sophisticated 1040 filings
• Acting as a trusted advisor, simplifying complex tax matters into clear guidance

Strong candidates will also have experience supporting startup and growth-stage clients, particularly those with large-scale equity positions.

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.

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