
Remote - Senior Tax Manager - Private Client Services
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Overview
Remote
On-site
Compensation
$140,000-$170,000/year
Job Description
REMOTEThis Jobot Job is hosted by: Albert SimonsAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $140,000 - $170,000 per yearA bit about us:We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.We serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance.We're scaling aggressively through both organic growth and strategic CPA firm acquisitions. While the rest of the industry is still running AI pilots, we're already running core tax workflows on production AI systems — giving our advisors more time for what matters: building real, lasting wealth for clients.Our culture is built on three things: deep technical rigor, genuine client relationships, and the boldness to reimagine what a tax practice can look like. If you've spent your career inside a big firm wondering why things have to be done the old way, come join us and help build the new way. Your voice and feedback are highly valuable as we continue to grow.Why join us?
- Focus on client advisory and relationship building rather than only tax compliance
- Equity options for all employees
- Entrepreneurial environment
- Unlimited PTO
- 100% Healthcare coverage for employees and majority covered for family members
- Rapid upward trajectory opportunities
- Bachelors Degree in Accounting or similar field
- CPA or EA
- 5+ years of Tax experience from a Top 100 CPA firm
- Expertise in HNW individuals, closely held businesses and passthrough entities
- Experience with CCH Axcess
- Masters Taxation
- Strong technical knowledge with foreign filings (5471, 8865, etc)
- Experience with QSBS (qualified small business stocks)
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FAQs About Remote - Senior Tax Manager - Private Client Services Jobs at Jobot
What is the work location for this position at Jobot?
This job at Jobot is located in Orange, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Jobot?
Candidates can expect a pay range of $140,000 and $170,000 per year.
What employment applies to this position at Jobot?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Jobot?
You can apply for this role at Jobot either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.