Easy Apply Now

A bit about us:

A modern strategic tax platform redefining how high-net-worth individuals, business owners, and institutional investors engage with their tax advisors. Through a subscription-based, always-on advisory relationship, this innovative leader replaces the traditional “tax season scramble” with year-round planning and proactive guidance. The company closed 2025 with more than 3,000 customers and record growth, and it has expanded into real estate, private equity, venture capital, hedge funds, and family offices. It combines elite tax expertise with proprietary AI systems that automate document ingestion, classification, and data extraction directly from tax forms. The team is roughly 60 employees and growing.

Why join us?

Equity plans for all employees, with potential for additional performance-based equity as the company scales
Revenue has grown 2.5x since the last valuation, so the equity could be a significant part of total compensation
Entrepreneurial environment where your feedback is welcome and contributes to innovation
Unlimited PTO
100% healthcare coverage for employees, with the majority covered for family members
Rapid upward trajectory and growth opportunities
Work at the intersection of elite tax expertise and applied AI in a high-growth company

Job Details

Plan, execute, direct, and complete tax projects that deliver innovative tax planning, consulting, and compliance solutions
Serve emerging wealth and high-net-worth clients, including entrepreneurs, executives, partnerships, closely held businesses, estates, and trusts
Drive company growth by delivering strategic, proactive tax advice to clients year-round
Review and sign off on complex individual, partnership, S-corp, C-corp, trust, and estate returns
Provide tax planning and consulting on complex structures, including real estate and investment fund clients
Collaborate with technology and operations teams as the company scales its proprietary AI-driven workflows
Report to the Chief Accounting Officer and contribute to departmental strategy and process improvement
Mentor, develop, and review the work of tax team members
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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

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

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