16 HNW Tax Manager - Remote Jobs in Philadelphia, PA
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Jobot is Hiring a Remote HNW Tax Manager - Remote
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
Job details
Well-funded tech startup is hiring for a Tax Manager!This Jobot Job is hosted by Sydney Weaver
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $100,000 - $165,000 per year
A Bit About UsVC backed, well funded tech startup is growing their team! They are in search of a dynamic Tax Manager to join their ranks. This forward-thinking organization is building a Tax software so that tax advisors can streamline their workflow and automation (similar to TurboTax but for tax advisors with high-earning clients). This platform automates many steps in the typical tax team's workflow from new client onboarding, engagement letters, pricing, payments, document request lists, emails, and and utilizes AI to identify innovative tax strategies streamline communication. Their mission is to transform the way individuals access and manage their wealth-building strategies, with a commitment to democratizing financial opportunities.
If you're passionate about redefining the financial landscape and thrive in an environment that values collaboration, innovation, and purpose-driven work, this is your chance to be a part of something truly transformative!
Why join us?
Qualifications
Want to learn more about this role and Jobot?Click our Jobot logo and follow our LinkedIn page!
Job details
Well-funded tech startup is hiring for a Tax Manager!This Jobot Job is hosted by Sydney Weaver
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $100,000 - $165,000 per year
A Bit About UsVC backed, well funded tech startup is growing their team! They are in search of a dynamic Tax Manager to join their ranks. This forward-thinking organization is building a Tax software so that tax advisors can streamline their workflow and automation (similar to TurboTax but for tax advisors with high-earning clients). This platform automates many steps in the typical tax team's workflow from new client onboarding, engagement letters, pricing, payments, document request lists, emails, and and utilizes AI to identify innovative tax strategies streamline communication. Their mission is to transform the way individuals access and manage their wealth-building strategies, with a commitment to democratizing financial opportunities.
If you're passionate about redefining the financial landscape and thrive in an environment that values collaboration, innovation, and purpose-driven work, this is your chance to be a part of something truly transformative!
Why join us?
- They are well-funded and backed by reputable tech VC firms
- Competitive salary equity.
- Excellent fully covered Benefits
- Remote during busy season. Hybrid work flexibility otherwise
- Growth Opportunity and professional development
- 401K Match
- Unlimited PTO
- Innovative and collaborative culture
Qualifications
- 3-8 years of experience relevant experience focused on HNW client services
- CPA and Master's in Tax are a plus
- In-depth expertise in reviewing individual 1040 returns and entity returns
- Proficiency in tax software, such as CCH Axcess, SurePrep, and Bloomberg Tax
- Ability to create customized tax projections and scenario models in spreadsheets
- Strong communication skills for client and partner interactions
- A keen interest in researching U.S. tax code and pending legislation
- Able to engage with tax authorities
- Experience managing, training, and assigning tasks is a big plus
- Willingness to provide real-time feedback to the technology team to optimize efficiency
Want to learn more about this role and Jobot?Click our Jobot logo and follow our LinkedIn page!
Job Summary
JOB TYPE
Full Time
SALARY
$128k-169k (estimate)
POST DATE
06/21/2024
EXPIRATION DATE
07/19/2024
WEBSITE
jobot.com
HEADQUARTERS
IRVINE, CA
SIZE
200 - 500
FOUNDED
2014
TYPE
Private
CEO
TIM MURPHY
REVENUE
$50M - $200M
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About Jobot
Jobot is a California-based recruiting and staffing firm that provides experienced recruiters for businesses.
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