Sr. Tax Advisor

Job Description

Job Description

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

This Jobot Job is hosted by : Eric Kee

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

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.

Why join us?

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.

Job Details

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.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

Company Description

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).

Ready to find a good job? Create your profile today at Jobot.com.

Company Description

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.\r\n\r\nFounded 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).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.