Tax Manager – High Net Worth / Private Client Services
Full Time • Tax Manager
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
Responsibilities
Prepare and review complex individual, fiduciary, gift, and estate tax returns
Provide tax planning and advisory services to high-net-worth clients and family groups
Work closely with clients on trusts, wealth transfer, and multi-generational planning strategies
Research complex tax matters and develop planning solutions
Build and maintain strong client relationships
Collaborate with senior leadership on sophisticated tax and financial planning engagements
Qualifications
5+ years of tax experience within High Net Worth (HNW), Private Client Services (PCS), or similar environment
Strong experience with individual tax returns and tax planning for wealthy individuals/families
Exposure to fiduciary, estate, or gift tax work preferred
CPA strongly preferred (JD/LLM also considered)
Public accounting or private client advisory background preferred
Strong communication and client management skills
Compensation & Benefits
Competitive base salary: $130K–$160K
Health insurance
401(k) + profit sharing
Paid time off
Long-term growth potential
Strong work/life balance culture
Prepare and review complex individual, fiduciary, gift, and estate tax returns
Provide tax planning and advisory services to high-net-worth clients and family groups
Work closely with clients on trusts, wealth transfer, and multi-generational planning strategies
Research complex tax matters and develop planning solutions
Build and maintain strong client relationships
Collaborate with senior leadership on sophisticated tax and financial planning engagements
Qualifications
5+ years of tax experience within High Net Worth (HNW), Private Client Services (PCS), or similar environment
Strong experience with individual tax returns and tax planning for wealthy individuals/families
Exposure to fiduciary, estate, or gift tax work preferred
CPA strongly preferred (JD/LLM also considered)
Public accounting or private client advisory background preferred
Strong communication and client management skills
Compensation & Benefits
Competitive base salary: $130K–$160K
Health insurance
401(k) + profit sharing
Paid time off
Long-term growth potential
Strong work/life balance culture
Compensation: $150,000.00 - $170,000.00 per year
Who We Are
Established in 2017, Jayes Tech LLC has solidified its position as a premier IT recruitment agency, trusted by industry giants such as Virtuoso, CGI, Samsung, Innovo Solutions, BTI Solutions, and more. Our success is a testament to our commitment to excellence, innovation, and building lasting partnerships.
What Sets Us Apart
What Sets Us Apart
Major Clientele: We are honored to have major players in the tech industry as our valued clients.
Global Network: Leverage our expansive network to find the perfect fit for your team.
Transparent Processes: Experience a recruitment process that is clear, efficient, and results-driven.
Join with us
Global Network: Leverage our expansive network to find the perfect fit for your team.
Transparent Processes: Experience a recruitment process that is clear, efficient, and results-driven.
Join with us
Why choose your brilliant career with us
Friendly environment
Experience a welcoming atmosphere where collaboration thrives, fostering growth and success in a supportive and inclusive environment.
Health insurance
Health insurance provides financial protection against medical expenses, covering a range of healthcare services for individuals and families.
Teamwork
Collaborating effectively to achieve common goals, leveraging diverse skills and perspectives for optimal results and mutual success.
Provident fund
A retirement savings account funded by contributions from employees and employers, providing financial security in retirement.
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