Tax Manager (Remote)

Tax Manager (Remote) / $$$ / HNW, Trust and Estate Planning / Flexible on location and schedule

This Jobot Job is hosted by: Joseph Sipocz
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $115,000 - $150,000 per year

A bit about us:

We are seeking a dynamic and experienced Tax Manager to join our team. This is a hybrid role, combining both in-person and remote work, offering flexibility and a balanced work-life environment. You will be a part of a fast-paced and collaborative team in the Accounting and Finance industry, where your expertise in tax management will be highly valued. This role is ideally suited for a professional with a strong background in tax planning and wealth management, who is adept at handling high net worth individuals and corporations' accounts.

Why join us?

• Medical/Dental/Vision
• 401K match
• Hybrid
• Flexible on location
• Growing firm

Job Details

Responsibilities

• Oversee and manage the tax planning process for high net worth individuals (HNW) and corporations.
• Prepare and review federal and state tax returns for individuals, corporations, and S Corps.
• Provide strategic advice related to 1031 Exchanges and wealth management.
• Liaise with the IRS and other regulatory bodies on behalf of our clients.
• Conduct comprehensive income tax planning for clients.
• Ensure compliance with all federal, state, and local tax laws and regulations.
• Provide expert guidance on gift tax matters.
• Collaborate with other departments to provide integrated financial solutions for clients.
• Keep abreast of the latest tax laws and regulations to ensure the company's compliance and to provide the most current advice to clients.
• Develop and maintain strong relationships with clients, providing exceptional customer service and expert financial advice.

Qualifications

• A minimum of 5 years of experience in tax management, preferably in the Accounting and Finance industry.
• A Certified Public Accountant (CPA) designation is preferred.
• Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.
• Extensive experience in managing high net worth individual and corporate accounts.
• Proficiency in dealing with the IRS and other regulatory bodies.
• Enrolled Agent (EA) certification is a plus.
• Strong knowledge of wealth management strategies.
• Excellent analytical and problem-solving skills.
• Exceptional communication and interpersonal skills.
• Ability to work in a fast-paced, dynamic environment and manage multiple tasks simultaneously.
• High degree of professionalism and integrity.
• Strong computer skills, including proficiency in tax software and Microsoft Office Suite.
• A commitment to providing top-tier customer service.
• Ability to work both independently and as part of a team.

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

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