REMOTE Tax Manager - HNW

Jobot; Erie (Erie County); Remote; USD 140,000 - 160,000; Full time

Job summary

An established industry player is seeking a dynamic HNW Tax Manager to join their fully remote team. This exciting role offers the chance to work with high net worth clients, providing tax planning and compliance services while ensuring excellent customer service. The company boasts a strong culture with unlimited PTO, a health and wellness stipend, and opportunities for professional growth. If you are passionate about tax and eager to make a significant impact in a supportive environment, this position is perfect for you!

Benefits

Unlimited PTO

Health & Wellness stipend

Home office stipend

Flex scheduling

401(k)

Excellent culture and work-life balance

Growth and professional development

Qualifications

• 3+ years of experience in tax focusing on HNW/UHNW clients.
• Strong technical skills in tax planning and compliance.

Responsibilities

• Provide tax planning and compliance services to HNW/UHNW clients.
• Review tax returns and manage client relationships.

Skills

Tax Planning

Compliance

Client Relationship Management

Communication Skills

Leadership

Education

Bachelor's degree in accounting or related field

CPA

Job description

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $160,000.00/yr

HNW - Unlimited PTO - Work from anywhere

This Jobot Job is hosted by Albert Simons.

Salary: $140,000 - $160,000 per year

A Bit About Us

We recently earned the Best of Accounting award from ClearlyRated with 4.9 out of 5 stars!

A member of the Top 50 accounting firms, we are a full-service accounting, assurance, and consulting firm, working with clients coast to coast in the US and around the world. Our range of expertise provides services to a wide array of clients from town, local, and state governments to healthcare, not-for-profit, higher education, commercial, financial services, high tech, and more.

While our company has evolved over the years to stay on the forefront of the many industries we serve, our mission has remained constant: to help each client create, grow and protect value while delivering exceptional service, based on integrity, expertise, and a constant commitment to your success.

Why join us?

• 100% Permanently Remote w/ room for growth
• Excellent culture and work-life balance
• Great benefits, 401(k), PTO
• Health & Wellness stipend
• Home office stipend
• Flex scheduling, permanently remote career with room to grow
• Unlimited PTO
• Dynamic environment unlike any other CPA firm in the country
• Growth and professional development!

Job Details

We are seeking a dynamic and experienced HNW Tax Manager to join our team! This is a remote position that offers the opportunity to work with high net worth and ultra-high net worth clients. The successful candidate will have a strong background in tax and HNW/UHNW clients. This is a full-time position with competitive compensation and benefits.

Responsibilities

• Provide tax planning and compliance services to high net worth and ultra-high net worth clients
• Review tax returns and workpapers prepared by staff and senior associates
• Manage client relationships and ensure excellent customer service
• Develop and mentor staff and senior associates
• Stay up-to-date with tax laws and regulations and communicate changes to clients and team members
• Assist with business development and marketing efforts

Qualifications

• Bachelor's degree in accounting or related field
• CPA
• 3+ years of experience in tax with a focus on high net worth and ultra-high net worth clients
• Strong technical skills in tax planning, compliance, and research
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong leadership and mentoring skills

If you are passionate about tax and have experience working with high net worth and ultra-high net worth clients, we encourage you to apply for this exciting opportunity!

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.