Creativeone Wealth Jobs in Usa
880 positions found — Page 57
J
Tax Manager - Family Office
🏢 Jobot
Salary not disclosed
Multi-generational HNW family planning! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $140,000
- $170,000 per year A bit about us: We are seeking a Tax Manager to support the tax and planning needs of our clients including a multi-generational family office.
This role oversees complex tax compliance, planning, and strategy across individuals, trusts, estates, and related entities.
We're a reputable team with a legacy for taking care of our employees.
A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations.
Known for pairing technical depth with a practical, relationship-driven approach, advising clients on structuring, growth, transactions, and long-term wealth planning.
Why join us? Excellent culture Strong local reputation Independence Great Benefits Job Details Job Details: Our team is seeking a Tax Manager to join our Family Office team.
This is an exciting opportunity for someone to pursue Partner as the current leaders retire and succession planning becomes focus.
The ideal candidate will have a strong background in federal and state tax, tax returns, and experience dealing with high net worth individuals.
The role will require a deep understanding of gift, trust and estate taxation and the ability to provide strategic tax planning advice to our clientele.
Responsibilities: Lead tax compliance and planning for high-net-worth individuals, multi-generational families, trusts, estates, and pass-through entities Serve as a trusted advisor to family members on income tax, gift, estate, and wealth-transfer strategies Coordinate with external tax advisors, attorneys, and investment professionals to ensure aligned planning and execution Review complex federal and state tax returns; ensure accuracy, timeliness, and risk management Provide proactive tax planning around liquidity events, investments, and generational transitions Oversee and mentor junior tax staff or coordinate work performed by outside firms Opportunity to move away from traditional busy seasons into a relationship-driven, strategic environment Long-term stability, strong work-life balance, and exposure to high-impact planning work rarely seen outside of family offices 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 /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: /privacy-policy
Salary: $140,000
- $170,000 per year A bit about us: We are seeking a Tax Manager to support the tax and planning needs of our clients including a multi-generational family office.
This role oversees complex tax compliance, planning, and strategy across individuals, trusts, estates, and related entities.
We're a reputable team with a legacy for taking care of our employees.
A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations.
Known for pairing technical depth with a practical, relationship-driven approach, advising clients on structuring, growth, transactions, and long-term wealth planning.
Why join us? Excellent culture Strong local reputation Independence Great Benefits Job Details Job Details: Our team is seeking a Tax Manager to join our Family Office team.
This is an exciting opportunity for someone to pursue Partner as the current leaders retire and succession planning becomes focus.
The ideal candidate will have a strong background in federal and state tax, tax returns, and experience dealing with high net worth individuals.
The role will require a deep understanding of gift, trust and estate taxation and the ability to provide strategic tax planning advice to our clientele.
Responsibilities: Lead tax compliance and planning for high-net-worth individuals, multi-generational families, trusts, estates, and pass-through entities Serve as a trusted advisor to family members on income tax, gift, estate, and wealth-transfer strategies Coordinate with external tax advisors, attorneys, and investment professionals to ensure aligned planning and execution Review complex federal and state tax returns; ensure accuracy, timeliness, and risk management Provide proactive tax planning around liquidity events, investments, and generational transitions Oversee and mentor junior tax staff or coordinate work performed by outside firms Opportunity to move away from traditional busy seasons into a relationship-driven, strategic environment Long-term stability, strong work-life balance, and exposure to high-impact planning work rarely seen outside of family offices 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 /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: /privacy-policy
Not Specified
J
Trust, Estates, & Tax Associate
🏢 Jobot
Salary not disclosed
This Jobot Job is hosted by: Sherwin Souzankari Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $170,000
- $200,000 per year A bit about us: We are seeking a highly skilled attorney to join our legal team, specializing in trusts, estates, tax controversy, and tax compliance.
This role requires expertise in navigating complex legal landscapes related to inheritance, wealth management, tax disputes, and regulatory compliance.
The ideal candidate will possess a strong background in both advisory and litigation aspects of trusts, estates, and tax law, providing strategic counsel to clients ranging from individuals to corporations.
Why join us? Great platform to grow your career Fantastic benefits Firm is on growth path Job Details Responsibilities: 1.
Trusts and Estates:
- Drafting and reviewing trusts, wills, powers of attorney, and other estate planning documents.
- Advising clients on wealth preservation, asset protection, and succession planning.
- Handling estate administration and probate proceedings.
2.
Tax Controversy:
- Representing clients in IRS audits, appeals, and tax litigation.
- Negotiating settlements with tax authorities on behalf of clients.
- Providing counsel on tax compliance issues and potential liabilities.
3.
Tax Compliance:
- Advising clients on federal, state, and international tax laws.
- Developing tax-efficient strategies for individuals and businesses.
- Ensuring compliance with tax regulations and reporting requirements.
4.
Client Counseling:
- Building and maintaining strong client relationships through effective communication and trust.
- Providing tailored legal advice and solutions based on individual client needs and objectives.
- Educating clients on legal risks and opportunities related to trusts, estates, and taxes.
5.
Research and Analysis:
- Conducting legal research to stay current on regulatory developments and case law.
- Analyzing complex legal issues and providing clear, concise written and oral recommendations.
6.
Team Collaboration:
- Collaborating with colleagues across different legal disciplines to provide comprehensive client solutions.
- Mentoring junior attorneys and supporting their professional development.
Qualifications: Juris Doctor (J.D.) degree from an accredited law school.
Admission to the state bar and in good standing.
Minimum of [X] years of experience practicing trusts, estates, tax controversy, and tax compliance law.
Proven track record of successfully managing complex legal matters independently.
Strong analytical skills and attention to detail.
Excellent written and verbal communication skills.
Ability to prioritize and manage multiple tasks in a fast-paced environment.
Commitment to professional growth and continuing education in relevant legal fields.
Preferred Qualifications: Master of Laws (LL.M.) in Taxation or related field.
Experience working with high-net-worth individuals, family offices, and corporate clients.
Prior experience in a reputable law firm specializing in trusts, estates, and tax law.
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 /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: /privacy-policy
Salary: $170,000
- $200,000 per year A bit about us: We are seeking a highly skilled attorney to join our legal team, specializing in trusts, estates, tax controversy, and tax compliance.
This role requires expertise in navigating complex legal landscapes related to inheritance, wealth management, tax disputes, and regulatory compliance.
The ideal candidate will possess a strong background in both advisory and litigation aspects of trusts, estates, and tax law, providing strategic counsel to clients ranging from individuals to corporations.
Why join us? Great platform to grow your career Fantastic benefits Firm is on growth path Job Details Responsibilities: 1.
Trusts and Estates:
- Drafting and reviewing trusts, wills, powers of attorney, and other estate planning documents.
- Advising clients on wealth preservation, asset protection, and succession planning.
- Handling estate administration and probate proceedings.
2.
Tax Controversy:
- Representing clients in IRS audits, appeals, and tax litigation.
- Negotiating settlements with tax authorities on behalf of clients.
- Providing counsel on tax compliance issues and potential liabilities.
3.
Tax Compliance:
- Advising clients on federal, state, and international tax laws.
- Developing tax-efficient strategies for individuals and businesses.
- Ensuring compliance with tax regulations and reporting requirements.
4.
Client Counseling:
- Building and maintaining strong client relationships through effective communication and trust.
- Providing tailored legal advice and solutions based on individual client needs and objectives.
- Educating clients on legal risks and opportunities related to trusts, estates, and taxes.
5.
Research and Analysis:
- Conducting legal research to stay current on regulatory developments and case law.
- Analyzing complex legal issues and providing clear, concise written and oral recommendations.
6.
Team Collaboration:
- Collaborating with colleagues across different legal disciplines to provide comprehensive client solutions.
- Mentoring junior attorneys and supporting their professional development.
Qualifications: Juris Doctor (J.D.) degree from an accredited law school.
Admission to the state bar and in good standing.
Minimum of [X] years of experience practicing trusts, estates, tax controversy, and tax compliance law.
Proven track record of successfully managing complex legal matters independently.
Strong analytical skills and attention to detail.
Excellent written and verbal communication skills.
Ability to prioritize and manage multiple tasks in a fast-paced environment.
Commitment to professional growth and continuing education in relevant legal fields.
Preferred Qualifications: Master of Laws (LL.M.) in Taxation or related field.
Experience working with high-net-worth individuals, family offices, and corporate clients.
Prior experience in a reputable law firm specializing in trusts, estates, and tax law.
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 /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: /privacy-policy
Not Specified
J
Senior Architect
🏢 Jobot
Salary not disclosed
Engineering Manager / People Management / Sys Design and Architect / Financial Services This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $190,000
- $220,000 per year A bit about us: We provide technology-enabled wealth management platforms and middle- and back-office services to independent financial advisory firms serving high-net-worth and ultra-high-net-worth clients.
We help advisors launch and scale independent RIAs through services such as technology and CRM infrastructure, investment and operations support, marketing, practice management, and access to capital and M&A/investment banking capabilities.
Why join us? We combine competitive compensation and equity participation with strong benefits, professional development budgets, and recognition as a “Best Places to Work” in the St.
Petersburg/Tampa Bay market.
In addition, we are a mission-driven, growth-focused environment supporting independent RIAs, with an emphasis on integrity, community involvement, and opportunities to help scale a leading wealth management platform and investment bank dedicated to advisory firms.
Premium Health, Dental, and Vision Insurance for you and your family Generous Bonus Unlimited PTO 401(k) + Company Match This is an in-office opportunity in St.
Pete Job Details This role has been created out of growth.
You will be reporting into the Head of Engineering and bridging the gap between the product team and engineering team.
You will oversee both the software engineering team (on and offshore) as well as the data engineering team.
You will be involved in systems design and major component decisions at an architectural level for their cloud-native solutions.
You come from a Microsoft tech stack background and have experience with Azure, Databricks, and Data Lakes.
If you also have experience within financial services this is a huge benefit.
This is an on-site position in St.
Pete, FL.
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 /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: /privacy-policy
Salary: $190,000
- $220,000 per year A bit about us: We provide technology-enabled wealth management platforms and middle- and back-office services to independent financial advisory firms serving high-net-worth and ultra-high-net-worth clients.
We help advisors launch and scale independent RIAs through services such as technology and CRM infrastructure, investment and operations support, marketing, practice management, and access to capital and M&A/investment banking capabilities.
Why join us? We combine competitive compensation and equity participation with strong benefits, professional development budgets, and recognition as a “Best Places to Work” in the St.
Petersburg/Tampa Bay market.
In addition, we are a mission-driven, growth-focused environment supporting independent RIAs, with an emphasis on integrity, community involvement, and opportunities to help scale a leading wealth management platform and investment bank dedicated to advisory firms.
Premium Health, Dental, and Vision Insurance for you and your family Generous Bonus Unlimited PTO 401(k) + Company Match This is an in-office opportunity in St.
Pete Job Details This role has been created out of growth.
You will be reporting into the Head of Engineering and bridging the gap between the product team and engineering team.
You will oversee both the software engineering team (on and offshore) as well as the data engineering team.
You will be involved in systems design and major component decisions at an architectural level for their cloud-native solutions.
You come from a Microsoft tech stack background and have experience with Azure, Databricks, and Data Lakes.
If you also have experience within financial services this is a huge benefit.
This is an on-site position in St.
Pete, FL.
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 /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: /privacy-policy
Not Specified
J
Field Relationship Manager
🏢 Jobot
Salary not disclosed
Wealth Management This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000
- $175,000 per year A bit about us: We are a national organization that is expanding out footprint in the wealth management space and looking for talented folks.
Why join us? Opportunity to chart your own course Entreprenurial spirit Base + bonus + stock Full benefits Job Details Job Details: We are seeking a dynamic and highly motivated Permanent Field Relationship Manager to join our Accounting + Finance team.
This is a unique opportunity to play a key role in a fast-paced, innovative environment where you will be responsible for managing and enhancing business relationships with our clients.
The ideal candidate will have a strong background in the Accounting + Finance industry, with a focus on Registered Investment Advisors (RIA).
This role requires a minimum of 5+ years of experience in a similar capacity.
Responsibilities: 1.
Serve as the primary contact for all client relationship matters, fostering long-term relationships and ensuring client satisfaction.
2.
Develop a deep understanding of the client's business and provide strategic guidance based on industry knowledge and expertise.
3.
Collaborate with internal teams to ensure client needs are met and potential issues are addressed proactively.
4.
Conduct regular client meetings and reviews to discuss their account, address any issues or concerns, and identify opportunities for additional services.
5.
Maintain up-to-date knowledge of industry trends, developments, and regulatory changes that may impact the client's business.
6.
Provide regular reports to senior management on client relationships, including feedback, concerns, and opportunities for growth.
7.
Participate in the development and execution of strategic initiatives to drive business growth and enhance client relationships.
8.
Implement and promote the use of CRM systems for effective client relationship management.
9.
Provide input into the development of new products and services based on client needs and industry trends.
Qualifications: 1.
Bachelor’s degree in Accounting, Finance, or related field.
An MBA or equivalent is preferred.
2.
Minimum of 5+ years of experience in the Accounting + Finance industry, with a focus on Registered Investment Advisors (RIA).
3.
Proven track record of managing and enhancing client relationships.
4.
Strong understanding of the RIA market, including industry trends, regulatory environment, and key business drivers.
5.
Exceptional interpersonal and communication skills, with the ability to engage and influence at all levels of the organization.
6.
Strong strategic thinking and problem-solving skills, with the ability to anticipate and navigate complex business situations.
7.
Proficient in the use of CRM systems for client relationship management.
8.
Ability to travel as needed to meet with clients and attend industry events.
9.
Self-motivated and results-oriented, with a commitment to delivering high-quality service to clients.
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 /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: /privacy-policy
Salary: $150,000
- $175,000 per year A bit about us: We are a national organization that is expanding out footprint in the wealth management space and looking for talented folks.
Why join us? Opportunity to chart your own course Entreprenurial spirit Base + bonus + stock Full benefits Job Details Job Details: We are seeking a dynamic and highly motivated Permanent Field Relationship Manager to join our Accounting + Finance team.
This is a unique opportunity to play a key role in a fast-paced, innovative environment where you will be responsible for managing and enhancing business relationships with our clients.
The ideal candidate will have a strong background in the Accounting + Finance industry, with a focus on Registered Investment Advisors (RIA).
This role requires a minimum of 5+ years of experience in a similar capacity.
Responsibilities: 1.
Serve as the primary contact for all client relationship matters, fostering long-term relationships and ensuring client satisfaction.
2.
Develop a deep understanding of the client's business and provide strategic guidance based on industry knowledge and expertise.
3.
Collaborate with internal teams to ensure client needs are met and potential issues are addressed proactively.
4.
Conduct regular client meetings and reviews to discuss their account, address any issues or concerns, and identify opportunities for additional services.
5.
Maintain up-to-date knowledge of industry trends, developments, and regulatory changes that may impact the client's business.
6.
Provide regular reports to senior management on client relationships, including feedback, concerns, and opportunities for growth.
7.
Participate in the development and execution of strategic initiatives to drive business growth and enhance client relationships.
8.
Implement and promote the use of CRM systems for effective client relationship management.
9.
Provide input into the development of new products and services based on client needs and industry trends.
Qualifications: 1.
Bachelor’s degree in Accounting, Finance, or related field.
An MBA or equivalent is preferred.
2.
Minimum of 5+ years of experience in the Accounting + Finance industry, with a focus on Registered Investment Advisors (RIA).
3.
Proven track record of managing and enhancing client relationships.
4.
Strong understanding of the RIA market, including industry trends, regulatory environment, and key business drivers.
5.
Exceptional interpersonal and communication skills, with the ability to engage and influence at all levels of the organization.
6.
Strong strategic thinking and problem-solving skills, with the ability to anticipate and navigate complex business situations.
7.
Proficient in the use of CRM systems for client relationship management.
8.
Ability to travel as needed to meet with clients and attend industry events.
9.
Self-motivated and results-oriented, with a commitment to delivering high-quality service to clients.
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 /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: /privacy-policy
Not Specified
J
Data Engineering Manager
🏢 Jobot
Salary not disclosed
Engineering Manager – Cloud-Native Azure Platform & Data Engineering Leader (WealthTech) This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $190,000
- $235,000 per year A bit about us: Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services.
Why join us? Competitive Compensation: Market-competitive base salary (DOE) plus performance-based incentives in a growing WealthTech platform.
401(k) with Generous Match: Retirement plan with 401(k) and employer matching.
Comprehensive Benefits: Health, dental, vision, disability, FSA/HSA, and life insurance coverage.
Unlimited PTO Impactful Engineering Leadership: Lead a multi-disciplinary team across software, data, and cloud engineering in a high-growth independent advisor ecosystem.
Modern Tech Stack: Work hands-on with Azure, .NET, M365, Databricks, DevOps, and modern architectures (event-driven, microservices).
Executive Visibility: Serve as a strategic, hands-on partner to senior product and business leadership with direct influence on the platform roadmap Job Details Key Responsibilities and Duties: Lead, mentor, and retain a high-performing engineering team across software, data, and cloud, driving SDLC quality, predictability, and velocity aligned to the product roadmap.
Provide hands-on technical leadership in architecting and implementing cloud-native solutions on Azure (.NET, App Services/Container Apps, Functions, Data Factory/Databricks) that meet performance, reliability, security, and cost targets.
Define and monitor engineering and team health metrics (throughput, cycle time, escaped defects, change fail rate) while partnering with Product to translate business outcomes into measurable engineering objectives.
Develop and maintain reference architectures and technical specifications, championing SOLID, event-driven, and microservices patterns and communicating progress, risks, and dependencies to executives and stakeholders.
Qualifications – Needed: 7+ years in software/data engineering with at least 3 years directly leading engineering teams as a strategic and hands-on leader; bachelor’s in a related field preferred and Azure certifications (e.g., AZ-900) a plus.
Deep, practical experience with Azure (App Services/Container Apps, Functions, Storage, Data Factory/Databricks), M365, Entra ID/Azure AD, and Dataverse schema design, including building and optimizing production systems.
Expertise in CI/CD (Azure DevOps/GitHub), automated testing, and observability (Azure Monitor/App Insights), combined with strong SOC 2 Type 2, secure coding, and access management knowledge.
Exceptional executive-ready communication skills with a track record of coaching engineers, enforcing engineering standards, and ideally experience in Wealth Management/WealthTech domains.
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 /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: /privacy-policy
Salary: $190,000
- $235,000 per year A bit about us: Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services.
Why join us? Competitive Compensation: Market-competitive base salary (DOE) plus performance-based incentives in a growing WealthTech platform.
401(k) with Generous Match: Retirement plan with 401(k) and employer matching.
Comprehensive Benefits: Health, dental, vision, disability, FSA/HSA, and life insurance coverage.
Unlimited PTO Impactful Engineering Leadership: Lead a multi-disciplinary team across software, data, and cloud engineering in a high-growth independent advisor ecosystem.
Modern Tech Stack: Work hands-on with Azure, .NET, M365, Databricks, DevOps, and modern architectures (event-driven, microservices).
Executive Visibility: Serve as a strategic, hands-on partner to senior product and business leadership with direct influence on the platform roadmap Job Details Key Responsibilities and Duties: Lead, mentor, and retain a high-performing engineering team across software, data, and cloud, driving SDLC quality, predictability, and velocity aligned to the product roadmap.
Provide hands-on technical leadership in architecting and implementing cloud-native solutions on Azure (.NET, App Services/Container Apps, Functions, Data Factory/Databricks) that meet performance, reliability, security, and cost targets.
Define and monitor engineering and team health metrics (throughput, cycle time, escaped defects, change fail rate) while partnering with Product to translate business outcomes into measurable engineering objectives.
Develop and maintain reference architectures and technical specifications, championing SOLID, event-driven, and microservices patterns and communicating progress, risks, and dependencies to executives and stakeholders.
Qualifications – Needed: 7+ years in software/data engineering with at least 3 years directly leading engineering teams as a strategic and hands-on leader; bachelor’s in a related field preferred and Azure certifications (e.g., AZ-900) a plus.
Deep, practical experience with Azure (App Services/Container Apps, Functions, Storage, Data Factory/Databricks), M365, Entra ID/Azure AD, and Dataverse schema design, including building and optimizing production systems.
Expertise in CI/CD (Azure DevOps/GitHub), automated testing, and observability (Azure Monitor/App Insights), combined with strong SOC 2 Type 2, secure coding, and access management knowledge.
Exceptional executive-ready communication skills with a track record of coaching engineers, enforcing engineering standards, and ideally experience in Wealth Management/WealthTech domains.
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 /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: /privacy-policy
Not Specified
J
Tax Supervisor/ Tax Manager
🏢 Jobot
Salary not disclosed
Incentive bonuses and huge growth opportunity! This Jobot Job is hosted by: Ruby Voight Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $110,000
- $175,000 per year A bit about us: We are a trusted MD-based tax and wealth management firm with a team of dedicated professionals committed to helping individuals, families, and businesses achieve financial clarity and success.
With decades of combined experience, we provide comprehensive services including tax planning and preparation, investment strategy, retirement planning, and estate coordination.
Our firm is built on a foundation of integrity, personal attention, and long-term client relationships.
We pride ourselves on delivering thoughtful, customized solutions that align with each client’s goals.
As a growing team, we foster a collaborative and supportive work environment where everyone contributes to our clients' success—and our own.
If you're passionate about financial excellence and want to make a real impact in people’s lives, we invite you to join us.
Why join us? Fully paid for PPO health insurance, dental, vision Incentive bonus plan! 401k match! 4+ weeks of PTO and paid holidays! Growth and mentorship! Work/life balance! Exposure to exciting clients + wealth building strategy practice! Job Details Qualifications: BS/BA in accounting or related field 8+ years of experience in Public Accounting Experience with HNWI returns, also some business experience ideal CPA highly preferred 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 /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: /privacy-policy
Salary: $110,000
- $175,000 per year A bit about us: We are a trusted MD-based tax and wealth management firm with a team of dedicated professionals committed to helping individuals, families, and businesses achieve financial clarity and success.
With decades of combined experience, we provide comprehensive services including tax planning and preparation, investment strategy, retirement planning, and estate coordination.
Our firm is built on a foundation of integrity, personal attention, and long-term client relationships.
We pride ourselves on delivering thoughtful, customized solutions that align with each client’s goals.
As a growing team, we foster a collaborative and supportive work environment where everyone contributes to our clients' success—and our own.
If you're passionate about financial excellence and want to make a real impact in people’s lives, we invite you to join us.
Why join us? Fully paid for PPO health insurance, dental, vision Incentive bonus plan! 401k match! 4+ weeks of PTO and paid holidays! Growth and mentorship! Work/life balance! Exposure to exciting clients + wealth building strategy practice! Job Details Qualifications: BS/BA in accounting or related field 8+ years of experience in Public Accounting Experience with HNWI returns, also some business experience ideal CPA highly preferred 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 /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: /privacy-policy
Not Specified
J
Senior Tax Manager - High Net Worth
🏢 Jobot
Salary not disclosed
5/5 Star Rated Company! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $120,000
- $160,000 per year A bit about us: Ready for a change of pace? Are you ready to take your career to the next level and join a fast-growing team? We’re on the hunt for a Senior Tax Manager to join our team where you'll have the chance to impact growing businesses and lean in to your entrepreneurial spirit.
Our group is a leader in technology-driven accounting systems and our team members are comfortable using tomorrow’s technologies today.
As part of our tight-knit, rapidly growing team, you'll have a direct hand in shaping the team's culture and scaling alongside us.
With ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable today.
Why join us? Join us at the perfect time—where your contributions will be seen, valued, and rewarded.
This is more than a job; it's a chance to build your future in a firm that's scaling fast and taking its people along for the ride.
Flexible hybrid schedules Paid time off! Excellent health benefits Recognized by a best place to work over 10 times Job Details As a Tax Senior Manager in our High-Net-Worth Tax practice, you will work closely with individual clients to support the effective transition of wealth across generations.
Our clients are primarily multi-generational family offices.
This role combines technical tax expertise, client advisory, and team leadership.
Typical responsibilities include: Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion.
Evaluating tax strategies across individuals, trusts, and estates from multiple perspectives to maximize tax efficiency.
Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines.
Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation.
Reviewing and interpreting legal documents related to estate planning and business succession.
Conducting technical research on individual, trust, and estate tax compliance and planning matters.
Mentoring, coaching, and developing team members through ongoing feedback, recognition, and support.
Managing client relationships by proactively identifying planning opportunities and delivering value-added solutions.
Contributing to business development efforts through prospect identification, proposal and engagement preparation, industry research, and participation in networking and professional events.
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 /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: /privacy-policy
Salary: $120,000
- $160,000 per year A bit about us: Ready for a change of pace? Are you ready to take your career to the next level and join a fast-growing team? We’re on the hunt for a Senior Tax Manager to join our team where you'll have the chance to impact growing businesses and lean in to your entrepreneurial spirit.
Our group is a leader in technology-driven accounting systems and our team members are comfortable using tomorrow’s technologies today.
As part of our tight-knit, rapidly growing team, you'll have a direct hand in shaping the team's culture and scaling alongside us.
With ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable today.
Why join us? Join us at the perfect time—where your contributions will be seen, valued, and rewarded.
This is more than a job; it's a chance to build your future in a firm that's scaling fast and taking its people along for the ride.
Flexible hybrid schedules Paid time off! Excellent health benefits Recognized by a best place to work over 10 times Job Details As a Tax Senior Manager in our High-Net-Worth Tax practice, you will work closely with individual clients to support the effective transition of wealth across generations.
Our clients are primarily multi-generational family offices.
This role combines technical tax expertise, client advisory, and team leadership.
Typical responsibilities include: Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion.
Evaluating tax strategies across individuals, trusts, and estates from multiple perspectives to maximize tax efficiency.
Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines.
Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation.
Reviewing and interpreting legal documents related to estate planning and business succession.
Conducting technical research on individual, trust, and estate tax compliance and planning matters.
Mentoring, coaching, and developing team members through ongoing feedback, recognition, and support.
Managing client relationships by proactively identifying planning opportunities and delivering value-added solutions.
Contributing to business development efforts through prospect identification, proposal and engagement preparation, industry research, and participation in networking and professional events.
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 /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: /privacy-policy
Not Specified
J
Senoir Tax Manager
🏢 Jobot
Salary not disclosed
Senior Tax Manager | Complex Clients, Sustainable Pace This Jobot Job is hosted by: Jeremy Pike Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000
- $225,000 per year A bit about us: We are a full-service public accounting and advisory firm specializing in sophisticated tax planning and compliance for closely held businesses, high-net-worth individuals, and complex entities.
In today’s constantly evolving tax environment, the firm is committed to staying on the cutting edge—combining deep technical expertise, current tax law knowledge, and advanced technology to deliver accurate, strategic, and forward-looking tax solutions.
The firm’s tax practice spans business entities, individuals, estates and trusts, international taxation, state and local tax, succession planning, and IRS representation.
Rather than a transactional approach, we partner closely with clients year-round to integrate tax planning into their broader business and wealth strategies.
Why join us? This is an opportunity to step into a true advisory and leadership role within a firm that values thoughtful tax planning, client relationships, and professional autonomy.
You’ll work on complex and interesting matters—from entity structuring and multi-state taxation to estate planning and business transitions—while having direct access to decision-makers and clients.
The firm offers a collaborative culture where senior professionals are trusted advisors, not just reviewers.
You’ll have the ability to influence tax strategy, mentor staff, and help shape client outcomes, all within a stable and well-respected firm that prioritizes long-term relationships over volume-driven work.
Job Details The Senior Tax Manager will oversee complex tax engagements and serve as a key advisor to clients across a diverse portfolio.
Key Responsibilities: Manage and review federal, state, and local tax returns for corporations, partnerships, LLCs/LLPs, individuals, trusts, estates, and not-for-profit organizations Lead proactive tax planning initiatives aligned with clients’ business, wealth, and succession goals Advise on entity structuring, business acquisitions, reorganizations, and transactions Provide guidance on multi-state, SALT, international, and specialized tax matters as applicable Represent clients before federal and state tax authorities when needed Serve as the primary client contact, building long-term, trusted relationships Mentor and develop tax staff; review work and ensure technical excellence Qualifications: Bachelor’s degree in Accounting or related field (Master’s in Tax preferred) CPA required 7+ years of public accounting tax experience with strong review and client management exposure Broad technical tax knowledge with planning-focused mindset Strong communication skills and ability to manage multiple engagements 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 /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: /privacy-policy
Salary: $150,000
- $225,000 per year A bit about us: We are a full-service public accounting and advisory firm specializing in sophisticated tax planning and compliance for closely held businesses, high-net-worth individuals, and complex entities.
In today’s constantly evolving tax environment, the firm is committed to staying on the cutting edge—combining deep technical expertise, current tax law knowledge, and advanced technology to deliver accurate, strategic, and forward-looking tax solutions.
The firm’s tax practice spans business entities, individuals, estates and trusts, international taxation, state and local tax, succession planning, and IRS representation.
Rather than a transactional approach, we partner closely with clients year-round to integrate tax planning into their broader business and wealth strategies.
Why join us? This is an opportunity to step into a true advisory and leadership role within a firm that values thoughtful tax planning, client relationships, and professional autonomy.
You’ll work on complex and interesting matters—from entity structuring and multi-state taxation to estate planning and business transitions—while having direct access to decision-makers and clients.
The firm offers a collaborative culture where senior professionals are trusted advisors, not just reviewers.
You’ll have the ability to influence tax strategy, mentor staff, and help shape client outcomes, all within a stable and well-respected firm that prioritizes long-term relationships over volume-driven work.
Job Details The Senior Tax Manager will oversee complex tax engagements and serve as a key advisor to clients across a diverse portfolio.
Key Responsibilities: Manage and review federal, state, and local tax returns for corporations, partnerships, LLCs/LLPs, individuals, trusts, estates, and not-for-profit organizations Lead proactive tax planning initiatives aligned with clients’ business, wealth, and succession goals Advise on entity structuring, business acquisitions, reorganizations, and transactions Provide guidance on multi-state, SALT, international, and specialized tax matters as applicable Represent clients before federal and state tax authorities when needed Serve as the primary client contact, building long-term, trusted relationships Mentor and develop tax staff; review work and ensure technical excellence Qualifications: Bachelor’s degree in Accounting or related field (Master’s in Tax preferred) CPA required 7+ years of public accounting tax experience with strong review and client management exposure Broad technical tax knowledge with planning-focused mindset Strong communication skills and ability to manage multiple engagements 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 /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: /privacy-policy
Not Specified
General Dentist - Leesburg, Florida
Salary not disclosed
General Dentist Opportunity in Leesburg, Florida
At South Leesburg Dental Care, we take pride in offering a unique dental experience that is tailor-made for the community we serve. As a distinguished member of the Heartland Dental supported offices, we stand committed to providing exceptional care with the full support of our dedicated practice manager, a highly trained on-site team, and a nationwide network of experts.
- Join a dynamic 10 person team that thrives on collaboration, effective communication, and community engagement. Our commitment to teamwork ensures a positive and supportive workplace environment.
- As part of the Heartland Dental family, you will be seamlessly connected to all the resources and support that come with being part of the largest network of doctors. This collective strength ensures that South Leesburg Dental Care is well-equipped to provide exceptional dental care and experiences to our community.
Why Choose Heartland Dental?
As the leader of your supported office, you'll enjoy unparalleled support to deliver exceptional lifetime patient care.
Here is what sets us apart:
- Full Clinical Autonomy: Enjoy a work environment that fosters full clinical autonomy. We believe in empowering our supported Doctors to make decisions that best serve their patients and contribute to their professional growth.
- Founded by a Doctor, for Doctors: Heartland Dental, founded by a doctor for doctors, holds a mission to support dentists and their teams. Be part of a network that prioritizes delivering the highest quality dental care and experiences to the communities we serve.
- Unparalleled Educational Offerings: Elevate your clinical skills with unparalleled educational offerings. Our commitment to continuous learning ensures that you stay ahead in the ever-evolving field of dentistry.
- Robust Mentorship Program: Tap into a robust mentorship program and connect with a network of over 3000 supported doctors. Benefit from the collective wisdom and experience of a vast professional community.
- Work-Life Balance: Enjoy a schedule that inspires work-life balance, competitive benefits, discretionary paid time off, and the opportunity to earn unlimited compensation.
- Community Investment and Legacy Building: Lead your ideal practice, invest in your community, and leave a lasting legacy. We believe in creating a positive impact not only within our offices but also in the communities we serve.
- Collective Strength of Heartland Dental: Being part of the largest network of doctors means you have unparalleled access to resources, technology, and collaboration opportunities. Experience the strength and support that comes with being part of Heartland Dental..
Join Heartland Dental, where your leadership is celebrated, your growth is prioritized, and your legacy is nurtured. Be part of a network that thrives on excellence, innovation, and a shared commitment to exceptional patient care.
What You’ll Gain:
- Discretionary Personal Time Off (PTO): Maintain a healthy work-life balance with the freedom to take the time you need, ensuring you stay refreshed and energized.
- Competitive Compensation: A guaranteed base salary with uncapped earning potential ensures financial stability and the opportunity to excel in your career.
- Elite Clinical Skills Development: Immerse yourself in world-class education programs designed to hone your clinical skills and elevate your career.
- Mentorship Excellence: Access an expansive network of mentors offering personalized 1:1 mentorship support. Our commitment to your growth extends beyond the clinical realm, providing valuable networking opportunities to foster professional and personal relationships.
- Advanced Professional Accreditation: Enroll in the Doctor Mastery Program to earn your Fellowship in the Academy of General Dentistry (FAGD), expanding your service offerings and enhancing your professional standing.
- Comprehensive Benefits Package: Enjoy competitive benefits including health insurance and retirement savings plans, ensuring your well-being and financial security.
- Wealth Building Opportunities: Participate in Heartland Dental stock offerings, allowing you to build wealth as you contribute to the success of our dynamic organization.
- Cutting-Edge Technology: Operate with the latest technology, supplies, and labs, ensuring you’re always equipped to provide the highest quality care.
You’ll need to have
- DDS/DMD degree, active and unrestricted license in state of Florida
- Clinical knowledge to practice comprehensive dentistry, including diagnosis and treatment of oral health issues
- Desire to continue learning and grow clinical skills to meet needs of patients
- Ability to become credentialed with dental insurance plans
- The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards.
Physical Requirements
- Ability to perform essential duties satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the position
- Prolonged periods sitting and standing
- Must be able to lift and carry up to 45 pounds at times
- Availability to attend virtual training sessions (or in-person) periodically throughout the year
- As part of our commitment to maintaining a safe and healthy environment for both team members and patients, a tuberculosis (TB) test is required for all new hires in dental office positions. This is a standard requirement for dental office roles and must be completed prior to starting employment. The test will be arranged during the pre-employment process, and any necessary guidance or paperwork will be provided. Not applicable in the state of FL & TN.
At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.
By applying, you consent to your information being transmitted to the Employer by SonicJobs.
See Heartland Dental Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
permanent
General Dentist - Mequon, Wisconsin
$96.15
General Dentist Opportunity in Mequon, Wisconsin
$200,000 Total compensation Package!
At Forward Dental- Mequon, we take pride in offering a unique dental experience that is tailor-made for the community we serve. As a distinguished member of the Heartland Dental supported offices, we stand committed to providing exceptional care with the full support of our dedicated practice manager, a highly trained on-site team, and a nationwide network of experts.
- Join a dynamic 6 person team that thrives on collaboration, effective communication, and community engagement. Our commitment to teamwork ensures a positive and supportive workplace environment.
- As part of the Heartland Dental family, you will be seamlessly connected to all the resources and support that come with being part of the largest network of doctors. This collective strength ensures that ForwardDental- Mequon is well-equipped to provide exceptional dental care and experiences to our community.
Why Choose Heartland Dental?
As the leader of your supported office, you'll enjoy unparalleled support to deliver exceptional lifetime patient care.
Here is what sets us apart:
- Full Clinical Autonomy: Enjoy a work environment that fosters full clinical autonomy. We believe in empowering our supported Doctors to make decisions that best serve their patients and contribute to their professional growth.
- Founded by a Doctor, for Doctors: Heartland Dental, founded by a doctor for doctors, holds a mission to support dentists and their teams. Be part of a network that prioritizes delivering the highest quality dental care and experiences to the communities we serve.
- Unparalleled Educational Offerings: Elevate your clinical skills with unparalleled educational offerings. Our commitment to continuous learning ensures that you stay ahead in the ever-evolving field of dentistry.
- Robust Mentorship Program: Tap into a robust mentorship program and connect with a network of over 3000 supported doctors. Benefit from the collective wisdom and experience of a vast professional community.
- Work-Life Balance: Enjoy a schedule that inspires work-life balance, competitive benefits, discretionary paid time off, and the opportunity to earn unlimited compensation.
- Community Investment and Legacy Building: Lead your ideal practice, invest in your community, and leave a lasting legacy. We believe in creating a positive impact not only within our offices but also in the communities we serve.
- Collective Strength of Heartland Dental: Being part of the largest network of doctors means you have unparalleled access to resources, technology, and collaboration opportunities. Experience the strength and support that comes with being part of Heartland Dental..
Join Heartland Dental, where your leadership is celebrated, your growth is prioritized, and your legacy is nurtured. Be part of a network that thrives on excellence, innovation, and a shared commitment to exceptional patient care.
What You’ll Gain:
- Discretionary Personal Time Off (PTO): Maintain a healthy work-life balance with the freedom to take the time you need, ensuring you stay refreshed and energized.
- Competitive Compensation: A guaranteed base salary with uncapped earning potential ensures financial stability and the opportunity to excel in your career.
- Elite Clinical Skills Development: Immerse yourself in world-class education programs designed to hone your clinical skills and elevate your career.
- Mentorship Excellence: Access an expansive network of mentors offering personalized 1:1 mentorship support. Our commitment to your growth extends beyond the clinical realm, providing valuable networking opportunities to foster professional and personal relationships.
- Advanced Professional Accreditation: Enroll in the Doctor Mastery Program to earn your Fellowship in the Academy of General Dentistry (FAGD), expanding your service offerings and enhancing your professional standing.
- Comprehensive Benefits Package: Enjoy competitive benefits including health insurance and retirement savings plans, ensuring your well-being and financial security.
- Wealth Building Opportunities: Participate in Heartland Dental stock offerings, allowing you to build wealth as you contribute to the success of our dynamic organization.
Cutting-Edge Technology: Operate with the latest technology, supplies, and labs, ensuring you’re always equipped to provide the highest quality care.
You’ll need to have
- DDS/DMD degree, active and unrestricted license in state of Wisconsin
- Clinical knowledge to practice comprehensive dentistry, including diagnosis and treatment of oral health issues
- Desire to continue learning and grow clinical skills to meet needs of patients
- Ability to become credentialed with dental insurance plans
- The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards.
Physical Requirements
- Ability to perform essential duties satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the position
- Prolonged periods sitting and standing
- Must be able to lift and carry up to 45 pounds at times
- Availability to attend virtual training sessions (or in-person) periodically throughout the year
- As part of our commitment to maintaining a safe and healthy environment for both team members and patients, a tuberculosis (TB) test is required for all new hires in dental office positions. This is a standard requirement for dental office roles and must be completed prior to starting employment. The test will be arranged during the pre-employment process, and any necessary guidance or paperwork will be provided. Not applicable in the state of FL & TN.
Who is Heartland Dental?
Heartland Dental is the nation's largest dental support organization, providing non-clinical administrative support services to more than 3,000 supported doctors across 39 states and the District of Columbia in over 1,800 dental offices. Each Heartland Dental supported office is unique to the community and the patients they serve. Supported doctors are the leaders of their practice and retain clinical autonomy. All Heartland Dental supported doctors are united by a common goal: delivering the highest quality dental care and experiences to the communities they serve.
At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.
By applying, you consent to your information being transmitted to the Employer by SonicJobs.
See Heartland Dental Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
permanent
jobs by
✓ All jobs loaded