Senior Tax Manager

Award Winning Wealth Management Firm!

Salary: $130,000 - $165,000 per year

We are a team of experienced financial professionals dedicated to helping clients build clarity and confidence in their financial lives. Our integrated approach combines wealth management, tax strategy, and financial planning to deliver personalized solutions for individuals, families, and business owners. We take pride in offering proactive, relationship-focused service and simplifying complex financial decisions so clients can focus on what matters most.

Our mission is to help people live well today while planning wisely for tomorrow.

• 401(k) with company match
• Comprehensive health, dental, and vision coverage
• Health Savings Account (HSA) options
• Life and AD&D insurance
• Short- and long-term disability coverage
• Flexible work schedule
• Generous paid time off
• Supportive, people-first culture that values balance and well-being

We’re looking for someone who thrives in a high-performing, supportive environment and genuinely enjoys helping clients through accounting, tax, or wealth solutions. Our culture is professional but not overly formal — we value clear communication, attention to detail, and doing what we say we’ll do. We also embrace efficiency and technology (you won’t find stacks of paper here).

• Lead all aspects of tax compliance, planning, and reporting for clients
• Manage and mentor team members to support their growth and success
• Build lasting relationships with clients and become their trusted advisor
• Stay current on tax laws and regulations to provide proactive guidance

• A sharp CPA with 10+ years of experience
• Strong tax expertise, especially with passthrough entities, trusts, or high-net-worth clients
• A naturally positive attitude and commitment to exceptional client service
• Someone who enjoys leveraging technology to work smarter, not harder

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.