A bit about us:
If interested, please reach out to Travis.Poley@Jobot.com
We are currently seeking a dynamic and experienced Tax Manager - Private Client Services to join our fast-paced finance team. This is a permanent, fully remote position that offers a unique opportunity to work directly with high net worth (HNW) individuals and provide tailored tax solutions. You will be responsible for managing relationships with our private clients, ensuring the delivery of high-quality tax services, and contributing to the overall growth and success of our organization. This role requires a minimum of 3 years of experience in a similar role.
As a Tax Manager - Private Client Services, you will:
1. Manage a portfolio of high net worth clients, providing comprehensive tax planning and advisory services.
2. Prepare and review complex individual tax returns (1040) and related schedules.
3. Lead and supervise a team of tax professionals, fostering a supportive and high-performance culture.
4. Develop and maintain strong relationships with clients, ensuring their tax compliance and advisory needs are met.
5. Conduct tax research and planning to optimize clients' tax positions.
6. Collaborate with internal teams to provide integrated financial services.
7. Stay abreast of current tax laws and regulations to provide accurate and timely advice to clients.
8. Contribute to business development activities, including identifying and pursuing new client opportunities.
To be successful in this role, you will need:
1. A Certified Public Accountant (CPA) designation.
2. A minimum of 3 years of experience in private client services, specifically working with high net worth individuals.
3. Proficiency in preparing and reviewing individual tax returns (1040) and related schedules.
4. Strong knowledge of federal and state tax laws and regulations.
5. Exceptional client service skills, with the ability to build and maintain strong client relationships.
6. Excellent leadership and team management skills.
7. Strong analytical and problem-solving skills, with the ability to provide practical tax solutions.
8. Excellent verbal and written communication skills.
9. Proficiency in tax software and Microsoft Office Suite.
10. Ability to work in a fully remote environment, with a high level of self-motivation and discipline.
If you are a dedicated, client-focused professional with a passion for tax and wealth management, we would love to hear from you. Join our team and help us provide exceptional tax services to our high net worth clients. Apply today!