ABOUT NEIL JESANI ADVISORS
Neil Jesani Advisors (NJA) is a multi-disciplinary advisory firm headquartered in Fort Lauderdale, FL, serving 1,500+ high-net-worth and ultra-high-net-worth clients across private client tax planning, specialized legal services, trust & estate planning, mid-market business advisory, and wealth management.
NJA’s private client tax practice serves individuals with $2M+ in household income — executives, founders, investors, and business owners facing real tax complexity. The practice is built around a proactive, multi-year planning system: strategy before the event, not a return after the year closes. Services span multi-year income sequencing, entity and domicile planning, asset protection structures, trust architecture, estate and generational transfer, and charitable giving strategies.
THE ROLE
NJA is seeking a Private Client Tax Advisor to serve the firm’s existing and growing base of HNW/UHNW individuals and their businesses. This is a senior advisory role — not a compliance production role. The advisor will deliver advanced tax planning engagements and collaborate closely with NJA’s wealth management, estate planning, and legal teams to deliver fully integrated outcomes across the household.
The ideal candidate brings deep technical command of advanced tax planning. This is not a position where you determine where to report income; it requires an intellectually curious individual who can synthesize tax law to bring creative solutions to the client — including income tax planning involving income from all sources, equity compensation planning, QSBS structuring, legal entity and domicile optimization, retirement vehicles, trust-integrated planning, and business owner transitions. The ideal candidate will also have relationship skills to serve clients at the highest level.
CORE RESPONSIBILITIES
- Serve as lead tax advisor to a HNW/UHNW individuals with complex tax profiles: $2M+ income, equity compensation, multi-state exposure, business interests, and significant assets
- Deliver multi-year proactive tax planning across income sequencing, deduction strategies, domicile, and entity structure — strategy before the event, not after
- Advise on equity compensation planning: PSUs, RSUs, ISOs, NSOs, 83(b) elections, QSBS, and founder liquidity events
- Structure retirement and deferral vehicles: cash balance plans, defined benefit plans, mega backdoor Roth, deferred compensation arrangements, and others
- Collaborate with NJA’s estate and legal teams on trust architecture, GRAT, IDGT, DAPT, and generational transfer strategies
- Provide asset protection structuring: LLC layering, domestic and offshore structures, and integrated family holding vehicles
- Advise on charitable planning: DAFs, CRTs, CLATs, and private foundations
- Support clients through liquidity events, business sales, and M&A transactions — pre-transaction structuring through post-close integration
- Manage IRS audit defense and voluntary disclosure matters as needed
- Develop new client relationships through NJA’s cross-referral ecosystem, existing professional networks, and the South Florida / national HNW market
QUALIFICATIONS
Required
- Active CPA and/or active law license is required;
- 10+ years of experience working in tax exclusively with a preference for an individual who has worked predominantly with high-net-worth and ultra-high-net-worth individuals on advanced income tax planning and structuring in a multi-state environment
- Deep technical expertise in taxation: income sequencing, equity compensation (RSUs, ISOs, NSOs, QSBS), alternative minimum tax, net investment income tax, and state/domicile planning
- Hands-on experience structuring entity vehicles for HNW clients: operating companies, holdcos, S-Corps, family LLCs, and FLPs
- Working knowledge of trust-integrated tax planning: grantor trusts, IDGTs, GRATs, and estate freeze techniques
- Experience advising clients through liquidity events, business sales, and founder exits — including pre-transaction structuring
- Strong client-facing skills; able to translate complex tax strategy into plain-language recommendations that clients act on
Preferred
- JD with demonstrated use of legal tax analysis in client engagements and 15 years of experience
- Big 4, national firm, family office, or wealth management firm background in a private client tax role
- Experience with alternative investments, carried interest, K-1 complexity, and multi-entity partnership planning
WHAT NJA OFFERS
NJA provides the infrastructure, client base, and cross-referral ecosystem that allows a senior private client tax advisor to focus on high-value advisory work rather than compliance production.
COMPENSATION
Compensation is structured to reflect the senior nature of the role and NJA’s trajectory. Total compensation is expected to be highly competitive and is designed around the advisor’s actual contribution. NJA is open to creative structures including:
- Base salary commensurate with experience
- Performance bonus tied to client revenue and retention
- New business origination incentives
Specific compensation will be discussed during the interview process and calibrated to the candidate’s experience and role expectations.
Equal Opportunity Employer
Neil Jesani Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, age, or any other characteristic protected by applicable federal, state, or local law.
Pay: From $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid time off
- Vision insurance
Work Location: In person
