Tax Manager - HNW/UHNW or Partnerships

REMOTE | HNW/UHNW or Partnership Tax | Real Work-Life Balance | Sophisticated Clients, Great Culture

This Jobot Job is hosted by: Mark C. Johnson
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $130,000 - $175,000 per year

A bit about us:

Our client is a well-established, full-service public accounting and advisory firm serving sophisticated clients across the U.S. and internationally.

The firm's expertise spans tax, audit & attest, family office, business advisory, estate and gift tax, and specialized services for alternative investments. Its clients include high-net-worth and ultra-high-net-worth individuals and families, private equity and venture capital firms, real estate organizations, hedge funds, broker-dealers, investment advisers and closely held businesses.

The firm offers the complexity and sophistication of a larger public accounting environment while maintaining a collaborative, relationship-focused culture.

If you are a Tax Manager with client facing skills, then please read on....

Why join us?

This is an opportunity for a Tax Manager who wants interesting clients, meaningful responsibility and an actual life outside of tax season.

100% Remote
Excellent work-life balance
40 hours or less during non-busy season
Busy season is concentrated, with the heaviest week typically occurring during the two weeks before filing deadlines
Sophisticated HNW/UHNW, partnership and alternative-investment clients
Collaborative environment with direct access to Partners and experienced tax professionals
Opportunity to mentor and develop staff while continuing to grow technically
Premium benefits package including medical, dental and vision insurance
401(k)/profit sharing
Paid holidays and PTO
Continuing education and professional development support
Professional dues and license renewals
Strong emphasis on flexibility, collaboration and long-term career development

The firm's culture is built around being collaborative, communicative, flexible and people-focused, with a stated commitment to helping professionals build careers rather than simply jobs.

Job Details

We are seeking a Tax Manager with strong public accounting experience in either HNW/UHNW individual taxation, partnership taxation, or both.

This is an excellent opportunity for a Tax Manager who enjoys technically challenging work and meaningful client interaction but is looking for a healthier, more sustainable public accounting environment.

Responsibilities include:

Manage tax engagements from planning through completion
Prepare and/or review complex individual, partnership and business tax returns
Provide tax planning and compliance services to sophisticated clients
Work with HNW/UHNW individuals, families and/or partnership and investment entities
Research and resolve federal and state tax issues
Assist with complex tax planning and entity structuring
Review work prepared by Senior and Staff Tax Accountants
Provide technical guidance and mentorship to junior professionals
Manage client deadlines, budgets and deliverables
Communicate directly with clients regarding tax matters and planning opportunities
Work closely with Partners on complex client engagements
Identify opportunities to improve processes and deliver a high level of client service
What We're Looking For
Bachelor's degree in Accounting, Finance or related field
6+ years of public accounting tax experience
Strong experience in either:
HNW/UHNW individual taxation, or
Partnership taxation
Experience with complex tax returns and multi-state taxation
Strong technical tax research and analytical abilities
Excellent communication and client relationship skills
Experience reviewing work and mentoring junior professionals
CPA preferred

If you're ready for the next step in your tax career-but don't want that next step to mean giving up your life outside of work-this could be the opportunity you've been looking for.

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

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