Remote Tax Manager — HNW & Estate Planning

Jobot; Frederick (MD); 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 dynamic Tax Manager to join our team in a mostly remote, hybrid role focused on high net worth, trust and estate planning. You will manage tax planning for individuals and corporations, coordinate with regulators, and deliver strategic tax guidance.

The position offers a salary range $115k-$160k, flexible location, and a collaborative environment in the accounting and finance industry. CPA preferred, 5+ years of experience, and wealth management knowledge are highly valued.

Qualifications

• 5+ years of experience in tax management, preferably in accounting and finance.
• CPA designation preferred.
• Experience with 1031 Exchanges, tax planning, federal and state tax, income tax prep, gift tax, S Corp, and corporate tax returns.

Responsibilities

• Oversee tax planning for high net worth individuals and corporations.
• Prepare and review federal/state tax returns for individuals and entities.
• Provide strategic advice on 1031 Exchanges and wealth management.
• Liaise with IRS and other regulators for clients.
• Ensure compliance with all tax laws and regulations.

Skills

Analytical thinking

Communication skills

Wealth management knowledge

Tax software proficiency

Microsoft Office proficiency

Education

CPA certification preferred

EA certification a plus

Tools

Tax software

Job description

Jobot is seeking a dynamic Tax Manager to join our team in a mostly remote, hybrid role focused on high net worth, trust and estate planning. You will manage tax planning for individuals and corporations, coordinate with regulators, and deliver strategic tax guidance.

The position offers a salary range $115k-$160k, flexible location, and a collaborative environment in the accounting and finance industry. CPA preferred, 5+ years of experience, and wealth management knowledge are highly valued.