HNW Senior Tax Manager - Hybrid

Jobot; West Palm Beach (FL); Hybrid; USD 120.000 - 160.000; Vollzeit

Benefits dieser Stelle

Flexible hybrid schedules

Paid time off

Excellent health benefits

Best place to work recognition

Zusammenfassung

Jobot is seeking a Senior Tax Manager in Florida to join a fast-growing team. The role features a flexible hybrid schedule, excellent health benefits, and a strong path for career advancement within a technology-driven accounting environment.

The successful candidate will lead complex tax work, mentor staff, and work closely with clients on wealth transition and strategic planning opportunities.

Aufgaben

• Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion.
• Evaluating tax strategies across individuals, trusts, and estates to maximize tax efficiency.
• Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines.
• Partnering with clients to develop wealth transition strategies, including cash flow modeling and estate planning.

Jobbeschreibung

Job Details

Great Team, Hybrid schedule, Top Rated Place to Work!

This Jobot Job is hosted by: Albert Simons

Salary: $120,000 - $160,000 per year

A bit about us

Ready for a change of pace? Are you ready to take your career to the next level and join a fast-growing team? We’re on the hunt for a Senior Tax Manager to join our team where you'll have the chance to impact growing businesses and lean in to your entrepreneurial spirit. Our group is a leader in technology-driven accounting systems and our team members are comfortable using tomorrow’s technologies today.

As part of our tight-knit, rapidly growing team, you'll have a direct hand in shaping the team's culture and scaling alongside us. With ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable today.

Why join us

Join us at the perfect time—where your contributions will be seen, valued, and rewarded. This is more than a job; it's a chance to build your future in a firm that's scaling fast and taking its people along for the ride.

• Flexible hybrid schedules
• Paid time off!
• Excellent health benefits
• Recognized by a best place to work over 10 times

Job Details

• Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion.
• Evaluating tax strategies across individuals, trusts, and estates from multiple perspectives to maximize tax efficiency.
• Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines.
• Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation.
• Reviewing and interpreting legal documents related to estate planning and business succession.
• Conducting technical research on individual, trust, and estate tax compliance and planning matters.
• Mentoring, coaching, and developing team members through ongoing feedback, recognition, and support.
• Managing client relationships by proactively identifying planning opportunities and delivering value-added solutions.
• Contributing to business development efforts through prospect identification, proposal and engagement preparation, industry research, and participation in networking and professional events.

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.

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