What are the responsibilities and job description for the High Net Worth Tax Specialist position at Jobot?
Company Overview
We are a growing CPA firm specializing in tax planning and compliance for high-net-worth individuals, real estate clients, and healthcare and professional service firms. Our commitment to personalized service and expert guidance empowers our clients through sound tax strategies and financial planning.
Job Description
We seek a motivated Tax Manager to join our team, focusing on individual tax compliance for high-net-worth individuals and their related businesses. Key responsibilities include reviewing and preparing tax returns, managing client relationships, and conducting tax research.
Required Skills and Qualifications
Benefits
Why Join Us?
We are a growing CPA firm specializing in tax planning and compliance for high-net-worth individuals, real estate clients, and healthcare and professional service firms. Our commitment to personalized service and expert guidance empowers our clients through sound tax strategies and financial planning.
Job Description
We seek a motivated Tax Manager to join our team, focusing on individual tax compliance for high-net-worth individuals and their related businesses. Key responsibilities include reviewing and preparing tax returns, managing client relationships, and conducting tax research.
Required Skills and Qualifications
- CPA certification required.
- 6-8 years of public accounting experience preferred.
Benefits
- Comprehensive benefits package including health, dental, and life insurance.
- Professional development and tuition reimbursement opportunities.
- Flexible hybrid schedule with summer flex time available.
Why Join Us?
- Opportunity for career advancement on a partner track.
- Collaborative, client-focused work environment.