Launchpad Ocps Net Jobs in Usa
1,464 positions found — Page 91
J
Tax Manager (Hybrid)
🏢 Jobot
Salary not disclosed
Tax Manager / $$$$ / Hybrid / Work Life Balance / Top 50 Firm! This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $85,000
- $120,000 per year A bit about us: We are a professional services firm that specializes in accounting, tax, and consulting services.
They assist businesses and individuals in navigating complex financial landscapes by providing comprehensive auditing, accounting, and tax planning services.
With a focus on personalized solutions, we aim to optimize financial performance and ensure compliance with applicable regulations.
The firm also offers strategic consulting to help clients achieve their long-term financial goals and enhance overall business efficiency.
Why join us? Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid-time-off policy for professional staff We provide a flexible work environment to offer work/life balance 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 9 Paid holidays Tuition Reimbursement Annual Performance Reviews And Much More… Job Details Job Details: We are seeking a dynamic and experienced Permanent Tax Manager to join our vibrant finance team.
As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.
This role is integral to our business and will involve tax compliance, tax preparation, tax planning, tax advisory, tax returns, and tax research.
The successful candidate will have the opportunity to work in a fast-paced and challenging environment, and will play a key role in shaping the tax strategy of our organization.
Responsibilities: 1.
Manage and oversee the tax planning, preparation, and filing processes for C-corps, S-corps, and high net worth individuals.
2.
Ensure compliance with federal, state, and local tax laws and regulations.
3.
Conduct detailed tax research to identify and mitigate tax risks, and to optimize tax strategies.
4.
Provide tax advisory services to clients, and help them understand the tax implications of their business decisions.
5.
Prepare accurate and timely tax returns, and assist clients with tax audits and disputes.
6.
Develop and maintain strong relationships with clients, and provide them with exceptional customer service.
7.
Stay abreast of changes in tax laws and regulations, and update clients and team members on any changes that may affect them.
8.
Collaborate with other team members to achieve business goals, and contribute to the continuous improvement of our tax processes and procedures.
Qualifications: 1.
Bachelor's degree in Accounting, Finance, or a related field.
2.
Certified Public Accountant (CPA) or Certified Tax Coach (CTC) designation is preferred.
3.
Minimum of 3 years of experience in a tax manager role or a similar role in the finance industry.
4.
In-depth knowledge of tax laws and regulations, and experience with tax planning, preparation, compliance, and research.
5.
Experience with managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals.
6.
Excellent analytical and problem-solving skills, with the ability to interpret complex financial data.
7.
Strong communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
8.
Proficiency in tax software and Microsoft Office Suite.
9.
Ability to work under pressure and meet tight deadlines, while maintaining a high level of accuracy and attention to detail.
10.
Strong commitment to ethical standards and a high level of integrity.
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
Remote working/work at home options are available for this role.
Salary: $85,000
- $120,000 per year A bit about us: We are a professional services firm that specializes in accounting, tax, and consulting services.
They assist businesses and individuals in navigating complex financial landscapes by providing comprehensive auditing, accounting, and tax planning services.
With a focus on personalized solutions, we aim to optimize financial performance and ensure compliance with applicable regulations.
The firm also offers strategic consulting to help clients achieve their long-term financial goals and enhance overall business efficiency.
Why join us? Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid-time-off policy for professional staff We provide a flexible work environment to offer work/life balance 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 9 Paid holidays Tuition Reimbursement Annual Performance Reviews And Much More… Job Details Job Details: We are seeking a dynamic and experienced Permanent Tax Manager to join our vibrant finance team.
As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.
This role is integral to our business and will involve tax compliance, tax preparation, tax planning, tax advisory, tax returns, and tax research.
The successful candidate will have the opportunity to work in a fast-paced and challenging environment, and will play a key role in shaping the tax strategy of our organization.
Responsibilities: 1.
Manage and oversee the tax planning, preparation, and filing processes for C-corps, S-corps, and high net worth individuals.
2.
Ensure compliance with federal, state, and local tax laws and regulations.
3.
Conduct detailed tax research to identify and mitigate tax risks, and to optimize tax strategies.
4.
Provide tax advisory services to clients, and help them understand the tax implications of their business decisions.
5.
Prepare accurate and timely tax returns, and assist clients with tax audits and disputes.
6.
Develop and maintain strong relationships with clients, and provide them with exceptional customer service.
7.
Stay abreast of changes in tax laws and regulations, and update clients and team members on any changes that may affect them.
8.
Collaborate with other team members to achieve business goals, and contribute to the continuous improvement of our tax processes and procedures.
Qualifications: 1.
Bachelor's degree in Accounting, Finance, or a related field.
2.
Certified Public Accountant (CPA) or Certified Tax Coach (CTC) designation is preferred.
3.
Minimum of 3 years of experience in a tax manager role or a similar role in the finance industry.
4.
In-depth knowledge of tax laws and regulations, and experience with tax planning, preparation, compliance, and research.
5.
Experience with managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals.
6.
Excellent analytical and problem-solving skills, with the ability to interpret complex financial data.
7.
Strong communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
8.
Proficiency in tax software and Microsoft Office Suite.
9.
Ability to work under pressure and meet tight deadlines, while maintaining a high level of accuracy and attention to detail.
10.
Strong commitment to ethical standards and a high level of integrity.
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
Remote working/work at home options are available for this role.
Not Specified
J
Senior Tax Manager - Family Office
🏢 Jobot
Salary not disclosed
Partner track 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: $180,000
- $220,000 per year A bit about us: We are seeking an experienced Senior 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 seasoned Senior 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: $180,000
- $220,000 per year A bit about us: We are seeking an experienced Senior 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 seasoned Senior 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
Software Architect
🏢 Jobot
Salary not disclosed
Supporting accountability for sobriety in Addiction Recovery & Family Law with a comprehensive alcohol monitoring system This Jobot Job is hosted by: Gene Choi Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $200,000
- $250,000 per year A bit about us: Based in Fullerton, we are an exciting medical device company on the cutting edge of monitoring.
We utilize facial recognition that can send real time data to individuals.
We've been in business for over 10 years and are established as the premier monitoring system.
We are looking for a very talented Software Architect with strong experience in .NET, Azure, and mobile development.
Our team loves working here because we are stable, growing, we pay well, we have the best benefits, and we're a lot of fun! Why join us? Competitive Base Salary! 401K match, PTO, and excellent benefits! Accelerated Career Growth! Hybrid (2 days remote)! Job Details Responsibilities: Lead and manage a high-performing team of software developers, fostering a culture of innovation and continuous improvement.
Develop and execute the company's technology strategy, aligning it with business objectives.
Oversee the design, development, and implementation of software applications across multiple platforms (.NET, Azure, iOS, Android, Maui).
Ensure the delivery of high-quality software solutions within set deadlines.
Drive the adoption of best practices in software development, including coding standards, code reviews, source control management, build processes, and testing.
Collaborate with other departments to identify and prioritize software development needs.
Manage software development projects, ensuring they are delivered on time and within budget.
Stay current with the latest technologies and industry trends, and incorporate them into our software development practices as appropriate.
Provide technical leadership and guidance to the software development team.
Qualifications: Bachelor's degree in Computer Science, Software Engineering, or a related field.
A Master's degree is preferred.
A minimum of 5 years of experience in software development, with at least 3 years in a leadership role.
Proven experience in developing software for .NET, Azure, iOS, Android, Maui, or equivalent platforms.
Strong understanding of the software development life cycle.
Excellent leadership and team management skills, with a proven ability to motivate and inspire a team of software developers.
Strong project management skills, with a proven track record of delivering software development projects on time and within budget.
Excellent problem-solving skills, with a proven ability to overcome technical challenges.
Strong communication skills, with the ability to clearly communicate technical concepts to non-technical stakeholders.
Up-to-date knowledge of the latest technologies and industry trends.
Ability to work in a fast-paced, dynamic environment.
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: $200,000
- $250,000 per year A bit about us: Based in Fullerton, we are an exciting medical device company on the cutting edge of monitoring.
We utilize facial recognition that can send real time data to individuals.
We've been in business for over 10 years and are established as the premier monitoring system.
We are looking for a very talented Software Architect with strong experience in .NET, Azure, and mobile development.
Our team loves working here because we are stable, growing, we pay well, we have the best benefits, and we're a lot of fun! Why join us? Competitive Base Salary! 401K match, PTO, and excellent benefits! Accelerated Career Growth! Hybrid (2 days remote)! Job Details Responsibilities: Lead and manage a high-performing team of software developers, fostering a culture of innovation and continuous improvement.
Develop and execute the company's technology strategy, aligning it with business objectives.
Oversee the design, development, and implementation of software applications across multiple platforms (.NET, Azure, iOS, Android, Maui).
Ensure the delivery of high-quality software solutions within set deadlines.
Drive the adoption of best practices in software development, including coding standards, code reviews, source control management, build processes, and testing.
Collaborate with other departments to identify and prioritize software development needs.
Manage software development projects, ensuring they are delivered on time and within budget.
Stay current with the latest technologies and industry trends, and incorporate them into our software development practices as appropriate.
Provide technical leadership and guidance to the software development team.
Qualifications: Bachelor's degree in Computer Science, Software Engineering, or a related field.
A Master's degree is preferred.
A minimum of 5 years of experience in software development, with at least 3 years in a leadership role.
Proven experience in developing software for .NET, Azure, iOS, Android, Maui, or equivalent platforms.
Strong understanding of the software development life cycle.
Excellent leadership and team management skills, with a proven ability to motivate and inspire a team of software developers.
Strong project management skills, with a proven track record of delivering software development projects on time and within budget.
Excellent problem-solving skills, with a proven ability to overcome technical challenges.
Strong communication skills, with the ability to clearly communicate technical concepts to non-technical stakeholders.
Up-to-date knowledge of the latest technologies and industry trends.
Ability to work in a fast-paced, dynamic environment.
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 Director
🏢 Jobot
Salary not disclosed
Perfect for someone looking to exit Public Accounting and work a standard 40-hour week! This Jobot Job is hosted by: Zach Allison Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000
- $250,000 per year A bit about us: We have partnered with a well-established wealth management and advisory firm that provides comprehensive financial planning, estate planning, and investment advisory services to high-net-worth individuals and business owners.
They’re expanding their capabilities by launching an in-house Tax Advisory division — and they’re looking for an experienced Tax Director to build and lead it.
This is a rare opportunity for a public accounting professional to step away from the grind of billable hours and help shape a new practice inside a client-focused environment.
Why join us? Leadership opportunity to build a tax practice from the ground up.
Stable 40-hour work week and strong work/life balance — no public accounting burnout.
Hybrid schedule in 92618 (3-4 days in office per week) Competitive pay structure with fully paid employee healthcare and bonus potential.
Collaborative, client-focused culture with direct access to firm leadership.
Job Details As Tax Director, you’ll have the autonomy and support to design, grow, and lead a new Tax Advisory practice from the ground up.
You’ll play a key role in advising clients and integrating tax strategy into broader wealth and estate planning.
Key responsibilities include: Build and scale a tax advisory service line serving high-net-worth individuals, trusts, and flow-through entities.
Oversee complex individual, partnership, corporate, and fiduciary tax compliance and planning.
Develop and present proactive tax strategies to clients and advisors.
Collaborate with internal wealth, estate, and investment professionals to deliver holistic solutions.
Recruit, train, and manage tax staff as the practice expands.
Stay current on federal and state tax developments and translate them into actionable client strategies.
Qualifications: Bachelor’s degree in Accounting or related field required.
Active CPA license required.
8+ years of progressive tax experience with expertise in high-net-worth clients required.
Proven background in tax strategy and compliance for individuals, partnerships, and corporations.
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: $180,000
- $250,000 per year A bit about us: We have partnered with a well-established wealth management and advisory firm that provides comprehensive financial planning, estate planning, and investment advisory services to high-net-worth individuals and business owners.
They’re expanding their capabilities by launching an in-house Tax Advisory division — and they’re looking for an experienced Tax Director to build and lead it.
This is a rare opportunity for a public accounting professional to step away from the grind of billable hours and help shape a new practice inside a client-focused environment.
Why join us? Leadership opportunity to build a tax practice from the ground up.
Stable 40-hour work week and strong work/life balance — no public accounting burnout.
Hybrid schedule in 92618 (3-4 days in office per week) Competitive pay structure with fully paid employee healthcare and bonus potential.
Collaborative, client-focused culture with direct access to firm leadership.
Job Details As Tax Director, you’ll have the autonomy and support to design, grow, and lead a new Tax Advisory practice from the ground up.
You’ll play a key role in advising clients and integrating tax strategy into broader wealth and estate planning.
Key responsibilities include: Build and scale a tax advisory service line serving high-net-worth individuals, trusts, and flow-through entities.
Oversee complex individual, partnership, corporate, and fiduciary tax compliance and planning.
Develop and present proactive tax strategies to clients and advisors.
Collaborate with internal wealth, estate, and investment professionals to deliver holistic solutions.
Recruit, train, and manage tax staff as the practice expands.
Stay current on federal and state tax developments and translate them into actionable client strategies.
Qualifications: Bachelor’s degree in Accounting or related field required.
Active CPA license required.
8+ years of progressive tax experience with expertise in high-net-worth clients required.
Proven background in tax strategy and compliance for individuals, partnerships, and corporations.
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
Litigation Attorney
🏢 Jobot
Salary not disclosed
This Jobot Job is hosted by: Tony Fasano Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $125,000
- $145,000 per year A bit about us: Our prestigious law firm is seeking a dynamic, experienced Permanent Litigation Attorney to join our team.
The ideal candidate will have a passion for litigation, a sharp legal mind, and a proven track record in handling complex divorce cases, child custody disputes, and high net worth property divisions.
The successful candidate will be comfortable serving as first chair, leading the legal team, and representing our clients in the courtroom.
This position requires a minimum of 5 years of experience in litigation, with a focus on family law and asset tracing.
Why join us? Health Insurance Dental Insurance Vision Insurance 401K Job Details Responsibilities: 1.
Represent clients in court proceedings, acting as first chair and lead counsel.
2.
Handle complex divorce cases, including those involving high net worth individuals, complex property divisions, and child custody disputes.
3.
Conduct business valuations and work closely with forensic accountants for asset tracing.
4.
Prepare and draft legal documents, such as pleadings, discovery requests, and responses.
5.
Develop litigation strategies and negotiate settlements on behalf of clients.
6.
Provide sound legal advice to clients, keeping their best interests at the forefront.
7.
Manage all aspects of the litigation process from investigation, pleadings, and discovery to pre-trial, trial, settlement, and appeal.
Qualifications: 1.
Juris Doctorate (JD) from an accredited law school.
2.
Admitted to the Texas State Bar and in good standing.
3.
A minimum of 5 years of experience as a litigation attorney, specifically handling divorce, child custody, and complex property division cases.
4.
Proven trial experience, with a strong ability to serve as first chair.
5.
Extensive knowledge and experience in business valuation and working with forensic accountants for asset tracing.
6.
Proven ability to handle high net worth cases and navigate the complexities of such cases.
7.
Excellent negotiation, communication, and courtroom advocacy skills.
8.
Strong analytical and problem-solving skills, with the ability to think strategically and make sound legal judgments.
9.
Demonstrated commitment to professional ethics and client confidentiality.
10.
Ability to work independently and as part of a team, managing a high-volume caseload while providing top-quality representation to our 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: $125,000
- $145,000 per year A bit about us: Our prestigious law firm is seeking a dynamic, experienced Permanent Litigation Attorney to join our team.
The ideal candidate will have a passion for litigation, a sharp legal mind, and a proven track record in handling complex divorce cases, child custody disputes, and high net worth property divisions.
The successful candidate will be comfortable serving as first chair, leading the legal team, and representing our clients in the courtroom.
This position requires a minimum of 5 years of experience in litigation, with a focus on family law and asset tracing.
Why join us? Health Insurance Dental Insurance Vision Insurance 401K Job Details Responsibilities: 1.
Represent clients in court proceedings, acting as first chair and lead counsel.
2.
Handle complex divorce cases, including those involving high net worth individuals, complex property divisions, and child custody disputes.
3.
Conduct business valuations and work closely with forensic accountants for asset tracing.
4.
Prepare and draft legal documents, such as pleadings, discovery requests, and responses.
5.
Develop litigation strategies and negotiate settlements on behalf of clients.
6.
Provide sound legal advice to clients, keeping their best interests at the forefront.
7.
Manage all aspects of the litigation process from investigation, pleadings, and discovery to pre-trial, trial, settlement, and appeal.
Qualifications: 1.
Juris Doctorate (JD) from an accredited law school.
2.
Admitted to the Texas State Bar and in good standing.
3.
A minimum of 5 years of experience as a litigation attorney, specifically handling divorce, child custody, and complex property division cases.
4.
Proven trial experience, with a strong ability to serve as first chair.
5.
Extensive knowledge and experience in business valuation and working with forensic accountants for asset tracing.
6.
Proven ability to handle high net worth cases and navigate the complexities of such cases.
7.
Excellent negotiation, communication, and courtroom advocacy skills.
8.
Strong analytical and problem-solving skills, with the ability to think strategically and make sound legal judgments.
9.
Demonstrated commitment to professional ethics and client confidentiality.
10.
Ability to work independently and as part of a team, managing a high-volume caseload while providing top-quality representation to our 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
Senior Client Service Associate
🏢 Jobot
Salary not disclosed
This Jobot Job is hosted by: Billy Mewton Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $90,000
- $105,000 per year A bit about us: Our client, a well-established firm in the financial services industry, is seeking a Senior Client Service Associate to join their team.
This role is ideal for an experienced professional who thrives in a client-facing environment, excels in operational accuracy, and enjoys supporting advisors and clients with high-level service.
The Senior Client Service Associate will be a key member of the client support team, managing client relationships, handling account administration, and ensuring compliance with firm and regulatory standards.
Why join us? 401(k) Health Insurance Flexible schedule Paid time off Modest accommodation for remote work with tenure & trust Job Details Job Details: We are seeking a dynamic, experienced and highly motivated Senior Client Service Associate to join our Accounting + Finance team.
This is a permanent position that provides the opportunity to work with high-net-worth clients and utilize Schwab Advisory services.
The successful candidate will be responsible for providing top-notch client service, managing complex financial transactions and ensuring the smooth operation of our team.
If you have a passion for finance, a client-centered approach and a desire to contribute to a thriving team, we would love to hear from you.
Responsibilities: Serve as the primary point of contact for high-net-worth clients, providing exceptional service and developing strong relationships.
Utilize Schwab Advisory Services to manage client accounts, execute trades and maintain accurate records.
Collaborate with internal teams to ensure seamless financial operations.
Analyze financial data and prepare detailed reports to inform decision-making.
Ensure compliance with industry regulations and company policies.
Contribute to business development efforts, identifying potential clients and opportunities to grow the business.
Stay abreast of industry trends and changes, continuously updating knowledge and skills.
Provide guidance and mentorship to junior team members, contributing to a positive, collaborative work environment.
Qualifications: Bachelor’s degree in Finance, Business or related field.
Minimum of 5 years of experience in a client service role within the finance or accounting industry.
Series 65 licensure required.
Proven experience working with high-net-worth clients.
Proficiency in Schwab Advisory services.
Exceptional interpersonal skills, with a focus on client service.
Strong analytical abilities, with a keen attention to detail.
Excellent communication skills, both written and verbal.
Ability to work well in a team-oriented environment.
High level of integrity and professionalism.
Ability to handle complex financial transactions and manage multiple tasks simultaneously.
Demonstrated ability to maintain confidentiality and handle sensitive information.
Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
Strong problem-solving skills and the ability to think critically.
Willingness to continuously learn and adapt in a fast-paced industry.
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: $90,000
- $105,000 per year A bit about us: Our client, a well-established firm in the financial services industry, is seeking a Senior Client Service Associate to join their team.
This role is ideal for an experienced professional who thrives in a client-facing environment, excels in operational accuracy, and enjoys supporting advisors and clients with high-level service.
The Senior Client Service Associate will be a key member of the client support team, managing client relationships, handling account administration, and ensuring compliance with firm and regulatory standards.
Why join us? 401(k) Health Insurance Flexible schedule Paid time off Modest accommodation for remote work with tenure & trust Job Details Job Details: We are seeking a dynamic, experienced and highly motivated Senior Client Service Associate to join our Accounting + Finance team.
This is a permanent position that provides the opportunity to work with high-net-worth clients and utilize Schwab Advisory services.
The successful candidate will be responsible for providing top-notch client service, managing complex financial transactions and ensuring the smooth operation of our team.
If you have a passion for finance, a client-centered approach and a desire to contribute to a thriving team, we would love to hear from you.
Responsibilities: Serve as the primary point of contact for high-net-worth clients, providing exceptional service and developing strong relationships.
Utilize Schwab Advisory Services to manage client accounts, execute trades and maintain accurate records.
Collaborate with internal teams to ensure seamless financial operations.
Analyze financial data and prepare detailed reports to inform decision-making.
Ensure compliance with industry regulations and company policies.
Contribute to business development efforts, identifying potential clients and opportunities to grow the business.
Stay abreast of industry trends and changes, continuously updating knowledge and skills.
Provide guidance and mentorship to junior team members, contributing to a positive, collaborative work environment.
Qualifications: Bachelor’s degree in Finance, Business or related field.
Minimum of 5 years of experience in a client service role within the finance or accounting industry.
Series 65 licensure required.
Proven experience working with high-net-worth clients.
Proficiency in Schwab Advisory services.
Exceptional interpersonal skills, with a focus on client service.
Strong analytical abilities, with a keen attention to detail.
Excellent communication skills, both written and verbal.
Ability to work well in a team-oriented environment.
High level of integrity and professionalism.
Ability to handle complex financial transactions and manage multiple tasks simultaneously.
Demonstrated ability to maintain confidentiality and handle sensitive information.
Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
Strong problem-solving skills and the ability to think critically.
Willingness to continuously learn and adapt in a fast-paced industry.
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 Trusts & Estates Attorney
🏢 Jobot
Salary not disclosed
This Jobot Job is hosted by: Karyn Spies Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $210,000
- $250,000 per year A bit about us: Boutique California law firm specializing in estate planning, trust administration, probate and trust litigation, and family law, helping individuals, families, and high-net-worth clients plan for the future, resolve disputes, and protect their interests.
Why join us? Responsibilities Design plans for high-net-worth clients Design and draft irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts Plan for blended families, generation-skipping transfer tax planning, international estate planning and cross-border issues, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns.
Manage complex trust administrations Perform initial client intake calls and shepherd the CRMs through engagement Perform legal research Manage and organize client files as well as keep client database and document management system up to date.
Job Details Qualifications 5+ years of recent experience designing plans for high-net-worth clients Experience designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts Skilled in complex trust administration Juris Doctorate Active member of California State Bar Expertise in Federal tax law and California state tax law required LL.M.
in Tax 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: $210,000
- $250,000 per year A bit about us: Boutique California law firm specializing in estate planning, trust administration, probate and trust litigation, and family law, helping individuals, families, and high-net-worth clients plan for the future, resolve disputes, and protect their interests.
Why join us? Responsibilities Design plans for high-net-worth clients Design and draft irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts Plan for blended families, generation-skipping transfer tax planning, international estate planning and cross-border issues, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns.
Manage complex trust administrations Perform initial client intake calls and shepherd the CRMs through engagement Perform legal research Manage and organize client files as well as keep client database and document management system up to date.
Job Details Qualifications 5+ years of recent experience designing plans for high-net-worth clients Experience designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts Skilled in complex trust administration Juris Doctorate Active member of California State Bar Expertise in Federal tax law and California state tax law required LL.M.
in Tax 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
Tax Senior (CPA Preferred)
🏢 Jobot
Salary not disclosed
Join Us! This Jobot Job is hosted by: Julia Toms Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $80,000
- $120,000 per year A bit about us: We are seeking an experienced Tax Senior to join a high-quality, client-focused public accounting firm.
This role is ideal for a CPA (preferred) who enjoys tax planning and advisory work for businesses and high-net-worth individuals and is looking for excellent work-life balance, strong compensation upside, and a collaborative culture Why join us? Emphasis on tax planning and advisory, not just compliance Strong focus on work-life balance Long-term growth opportunities with significant earning potential Supportive, professional, and collaborative firm environment Location: Edmond, OK or Norman, OK – on-site (Fridays remote/off) Job Details Position: Tax Senior Target Salary: $90-110k+ (may extend depending on experience
- ~$120k) Location: Edmond, OK or Norman, OK – on-site (Fridays remote/off) The Tax Senior will play a key role in preparing and reviewing complex tax returns while delivering proactive tax planning strategies for business owners and high-net-worth clients.
________________________________________ Key Responsibilities Prepare approximately 40 complex tax returns annually, including business and individual returns Review approximately 50 complex tax returns prepared by staff Provide strategic tax planning and advisory services for business owners and high-net-worth individuals Develop tax strategies focused on minimizing tax liability and supporting long-term financial goals Serve as a trusted advisor to clients, offering clear and practical guidance Work with clients in specialized industries, including: •Medical practices •Real estate •Construction Collaborate with firm leadership and staff to ensure high-quality client service and compliance ________________________________________ Qualifications Active CPA license (Preferred, or EA License) Minimum of 3 years of public accounting tax experience Strong experience with complex individual and business tax returns Proven ability to deliver tax planning and advisory services Excellent communication and client relationship skills Detail-oriented with strong organizational and time-management abilities ________________________________________ 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: $80,000
- $120,000 per year A bit about us: We are seeking an experienced Tax Senior to join a high-quality, client-focused public accounting firm.
This role is ideal for a CPA (preferred) who enjoys tax planning and advisory work for businesses and high-net-worth individuals and is looking for excellent work-life balance, strong compensation upside, and a collaborative culture Why join us? Emphasis on tax planning and advisory, not just compliance Strong focus on work-life balance Long-term growth opportunities with significant earning potential Supportive, professional, and collaborative firm environment Location: Edmond, OK or Norman, OK – on-site (Fridays remote/off) Job Details Position: Tax Senior Target Salary: $90-110k+ (may extend depending on experience
- ~$120k) Location: Edmond, OK or Norman, OK – on-site (Fridays remote/off) The Tax Senior will play a key role in preparing and reviewing complex tax returns while delivering proactive tax planning strategies for business owners and high-net-worth clients.
________________________________________ Key Responsibilities Prepare approximately 40 complex tax returns annually, including business and individual returns Review approximately 50 complex tax returns prepared by staff Provide strategic tax planning and advisory services for business owners and high-net-worth individuals Develop tax strategies focused on minimizing tax liability and supporting long-term financial goals Serve as a trusted advisor to clients, offering clear and practical guidance Work with clients in specialized industries, including: •Medical practices •Real estate •Construction Collaborate with firm leadership and staff to ensure high-quality client service and compliance ________________________________________ Qualifications Active CPA license (Preferred, or EA License) Minimum of 3 years of public accounting tax experience Strong experience with complex individual and business tax returns Proven ability to deliver tax planning and advisory services Excellent communication and client relationship skills Detail-oriented with strong organizational and time-management abilities ________________________________________ 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 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
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Sr. Tax Advisor
🏢 Jobot
Salary not disclosed
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" button and 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 /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
This Jobot Job is hosted by: Eric Kee Are you a fit? Easy Apply now by clicking the "Apply Now" button and 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 /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
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