Remote Senior Tax Manager - High Net Worth & Partner Path

Jobot; Charlotte (NC); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Partner path

Hybrid

Unlimited PTO

Paid holidays

Medical/Dental/Vision

401K match

Job summary

Jobot is seeking a Senior Tax Manager to join our remote team. You will oversee tax engagements, prepare federal and state returns, and build client relationships across individuals and businesses.

The role emphasizes planning, compliance, and strategic tax advisory with potential path toward partnership. The ideal candidate has 5+ years in public accounting or tax consulting, a CPA or equivalent, and proficiency with 1120S/S corp tax matters.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field; CPA certification or other relevant accreditation highly desirable.
• A minimum of 5 years of progressive experience in public accounting or tax consulting.
• Proficiency with business tax returns, 1120S, S Corp, high net worth, corporations, tax returns, individual, tax review, and tax planning.
• Excellent project management, analytical, interpersonal, oral, and written communication skills.
• Strong leadership, training, and mentoring skills.
• Ability to thrive in a dynamic team environment.
• Professionalism, dependability, integrity, and trustworthiness with a cooperative attitude.

Responsibilities

• Oversee and manage multiple tax engagements to deliver quality tax services for our clients.
• Review and prepare federal and state income tax returns for individuals, businesses, benefit funds, real estate, and exempt organizations.
• Build new and existing client relationships and demonstrate knowledge of client business.
• Assist with client management and planning; coordinating and executing detailed technical services.
• Supervise, train, and mentor associates and interns on tax projects and assess the performance of the tax staff for engagement reviews.
• Work closely with partners, managers, and staff to integrate practice development skills into a team approach to client service and new business development.
• Plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients, and manage to budget.

Skills

Project management

Analytical skills

Interpersonal skills

Written communication

Education

Bachelor's degree in Accounting/Finance

CPA desirable

Tools

ProSystem fx

Job description

Jobot is seeking a Senior Tax Manager to join our remote team. You will oversee tax engagements, prepare federal and state returns, and build client relationships across individuals and businesses.

The role emphasizes planning, compliance, and strategic tax advisory with potential path toward partnership. The ideal candidate has 5+ years in public accounting or tax consulting, a CPA or equivalent, and proficiency with 1120S/S corp tax matters.