Remote Tax Manager for HNW & Estate Planning

Jobot; Hanover (York County); Hybrid; USD 115,000 - 160,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401K match

Hybrid

Flexible on location

Growing firm

Job summary

Jobot is seeking a Tax Manager to join our team, primarily remote with hybrid options, offering flexibility and a balanced work-life environment in the accounting and finance space.

The role focuses on tax planning for high net worth individuals and corporations, including 1031 exchanges, and requires strong CPA background and experience with IRS liaison. Competitive salary and benefits are provided.

Qualifications

• Minimum of 5 years of tax management experience in accounting/finance.
• CPA designation preferred.
• Experience with 1031 exchanges, federal and state tax, S Corp and corporate tax returns.
• Strong relationships with IRS and regulatory bodies; wealth management knowledge.

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.

Skills

Tax planning

HNW experience

IRS liaison

Wealth management

Education

Certified Public Accountant (CPA) designation

Tools

Tax software

Microsoft Office Suite

Job description

Jobot is seeking a Tax Manager to join our team, primarily remote with hybrid options, offering flexibility and a balanced work-life environment in the accounting and finance space.

The role focuses on tax planning for high net worth individuals and corporations, including 1031 exchanges, and requires strong CPA background and experience with IRS liaison. Competitive salary and benefits are provided.