Tax Manager (mostly 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 "Quick Apply" button and sending us your resume. Salary: $115,000 - $160,000 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 "Quick 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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. 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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
