What are the responsibilities and job description for the Financial Tax Strategist position at Jobot?
Job Description:
We are seeking a skilled and experienced Financial Tax Strategist to join our team at Jobot. As a Financial Tax Strategist, you will play a critical role in managing a diverse portfolio of clients, providing them with comprehensive tax services, including tax planning, preparation, compliance, and research.
Key Responsibilities:
- Manage and oversee the tax planning, preparation, and filing processes for C-corps, S-corps, and high net worth individuals
- Ensure compliance with federal, state, and local tax laws and regulations
- Conduct detailed tax research to identify and mitigate tax risks, and to optimize tax strategies
- Provide tax advisory services to clients, and help them understand the tax implications of their business decisions
- Prepare accurate and timely tax returns, and assist clients with tax audits and disputes
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field
- Certified Public Accountant (CPA) or Certified Tax Coach (CTC) designation is preferred
- Minimum of 3 years of experience in a tax manager role or a similar role in the finance industry
- In-depth knowledge of tax laws and regulations, and experience with tax planning, preparation, compliance, and research
