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Tax Manager - HNW / Estate / Trust

Jobot
Frederick, MD Full Time
POSTED ON 4/18/2025
AVAILABLE BEFORE 5/17/2025
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Job details

HNW Tax Manager / Top 200 Firm / 7 years experience / Great culture / Strong Work Life Balance

This Jobot Job is hosted by Kyle Kraus

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $110,000 - $135,000 per year

A Bit About Us

We are a premier accounting and business advisory firm with multiple location and a healthy work-life balance.



Why join us?


Growth opportunities

Flexible hours / Hybrid schedule

Strong support from leadership

Job Details

Requirements

  • Review and manage tax returns, extensions, tax planning calculations with a focus on HNW Individuals & Families
  • Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records
  • Prepare and review complex tax planning projections for individual and corporate estimated tax liability
  • Manage and monitor client deliverables and due dates
  • Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
  • Conduct complex tax research and prepare memorandum outlining findings and conclusions
  • Respond to IRS and state agency audits, inquires, and tax notices
  • Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
  • Lead department in knowledge of software, processes, and workflows
  • CPA preferred, not required. EA at minimum

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Salary : $110,000 - $135,000

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