Job Description
Job Description
Job Description
Tax Manager (Hybrid) / $$$ / 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" buttonand 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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Job Tags
Work at office, Local area, Flexible hours,