Tax Manager-High Net Worth

We are a team of experienced accountants and advisors with the knowledge to identify opportunities and the commitment to see them through. Whether performing an audit, preparing a tax return, or providing specialized consulting services, you can depend on us to share our knowledge and experience to help you make sound financial decisions throughout the lifecycle of your business. We are always focused on providing fresh insights and creating new opportunities to help your business grow.

You will be faced with the challenge of overseeing the tax preparation process primarily for individuals and trusts to ensure compliance with state and federal tax regulations. In addition, the Tax Manager will delegate and manage tax assignments and perform administrative duties and will be responsible for training, supporting, supervising, motivating, and reviewing the work of their team.

If this sounds exciting, then please read on and apply now!

Each member of our team has the knowledge and perspective to look at every situation from all angles — bringing greater insights to all of your financial needs. Our innovative approach is to anticipate, not just react to, financial issues and to use constructive planning to recommend the most effective solutions. Keeping up-to-date with current financial issues is one of our top priorities, and we maintain extensive resources to provide you with quick, effective answers and solutions.

If that sounds like you, let's talk!
We care for every member of our team, we provide:
* Gold level benefits
* 401K
* Caring company culture
* Competitive compensation - $90k-$125k depending on experience

Is your background a fit? Apply if you meet these criteria:

• 5+ years of accounting and tax experience with a public accounting firm
• Degree in Accounting or equivalent experience
• Master’s of Science Degree in Taxation a plus
• CPA license preferred
• Strong tax compliance and accounting skills
• Strong analytical, writing, and organizational skills
• Solid interpersonal and customer service skills
• Ability to handle multiple priorities and meet tight deadlines in a high-energy environment
• Leadership ability with a positive team-player attitude

Primary Responsibilities and Knowledge:

• Advise clients on a full spectrum of tax services including planning, research, and compliance.
• Prepare and/or review tax returns for corporations, flow-through entities, and individuals.
• Consult on a variety of tax issues and carry out the related research
• Proactively interact with key client management to make business and tax recommendations
• Supervise, train/develop and assess the performance of tax associates
• Adhere to the highest degree of professional standards
• Perform other accounting and tax compliance related tasks as assigned
• Engage in advanced and specific CPE to improve technical skills and provide resources for staff
• Be actively involved in all aspects of marketing the firm
• Assume an active role in sales calls, fee quotes, proposal preparation, and presentations
• Generate new business for the firm through existing and new referral relationships obtained
• Cultivate new business from existing clients
• Continual involvement in all aspects of billing
• Contribute to and foster a positive work environment

**TO GET YOUR APPLICATION LOOKED AT QUICKLY, PLEASE EMAIL RESPONSES TO THESE QUESTIONS TO keith.otis@jobot.com
AFTER YOU HAVE APPLIED!**

1. Please tell me about your current job responsibilities and how they relate to this role.
2. What is your highest education/degree level?
3. What is your preferred location? Open to remote?
4.Are you open to a contract role?
5. What is your expected salary?

Thank you!
keith.otis@jobot.com
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