What are the responsibilities and job description for the Tax Manager - HNWI position at Jobot?
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Job details
Hybrid Flexibility, 401k/Profit Sharing, and Room for Growth!
This Jobot Job is hosted by Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $120,000 - $160,000 per year
A Bit About Us
We are seeking a Tax Manager with extensive experience working with high-net-worth individuals (HNWI) to join our team. The ideal candidate will possess deep expertise in tax planning, compliance, and wealth preservation strategies. This role offers the opportunity to collaborate with a dynamic team, lead client engagements, and contribute to the growth of the firm.
Why join us?
Key Responsibilities
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Hybrid Flexibility, 401k/Profit Sharing, and Room for Growth!
This Jobot Job is hosted by Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $120,000 - $160,000 per year
A Bit About Us
We are seeking a Tax Manager with extensive experience working with high-net-worth individuals (HNWI) to join our team. The ideal candidate will possess deep expertise in tax planning, compliance, and wealth preservation strategies. This role offers the opportunity to collaborate with a dynamic team, lead client engagements, and contribute to the growth of the firm.
Why join us?
- Thriving and expanding firm with over 40 years of success
- Outstanding career growth opportunities
- Collaborative environment with a tight-knit team of professionals
- Comprehensive benefits package, including 401k and profit sharing
- Dedicated to exceptional client service, fostering lasting relationships and referrals
- Open-door culture with partners and managers, promoting collaboration and support
- Regular team-building events to strengthen camaraderie
Key Responsibilities
- Manage and oversee tax compliance and advisory services for high-net-worth individuals, families, and related entities.
- Develop and implement customized tax planning strategies to minimize liabilities and maximize wealth preservation.
- Review complex tax returns, including individual, trust, gift, partnership, and S-corporation filings.
- Collaborate with financial advisors, estate planners, and other professionals to provide comprehensive client solutions.
- Lead client meetings to discuss tax strategies and provide updates on financial plans.
- Stay current on tax laws, regulations, and industry trends, advising clients and the team on relevant changes.
- Mentor and supervise junior staff, providing guidance and professional development opportunities.
- Assist in business development efforts, including client retention and expanding services to existing clients.
- CPA license required; advanced degree in Taxation or JD preferred.
- 5 years of experience in public accounting, with a focus on HNWI tax planning and compliance.
- Proficiency in tax research tools and software, including CCH, Lacerte, or similar.
- Strong analytical, problem-solving, and communication skills.
- Proven ability to manage multiple engagements and meet deadlines in a fast-paced environment.
- Commitment to client service and a passion for developing long-term relationships.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $120,000 - $160,000
