Remote Tax Manager: Lead Tax Planning for High-Net-Worth

Jobot; Tampa (FL); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Partner path

High net worth clients

Hybrid

Unlimited PTO

Paid holidays

Medical/dental/vision

401K match

Job summary

Jobot seeks an experienced Tax Manager to join its remote team and lead multiple tax engagements for a diverse client base. The role emphasizes planning, consulting, and compliance across individuals, corporations, and real estate, with a strong focus on delivering quality services.

The ideal candidate brings 5+ years in public accounting or tax consulting, CPA preferred, and excels in leadership, mentoring, and client relationship building within a collaborative team.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA preferred.
• Minimum 5 years of progressive public accounting or tax consulting experience.
• Proficiency with business tax returns including 1120S, S Corp, high net worth, and corporate tax.
• Strong project management, analytical, interpersonal, oral, and written communication skills.
• Leadership, training, and mentoring abilities in a dynamic team.

Responsibilities

• Oversee and manage multiple tax engagements to deliver quality tax services for clients.
• Review and prepare federal and state income tax returns for individuals, businesses, real estate, and exempt organizations.
• Build client relationships and demonstrate knowledge of client business.
• Assist with client management and planning; coordinating detailed technical services.
• Supervise, train, and mentor associates and interns on tax projects and assess staff performance.
• Collaborate with partners and managers to integrate practice development and service delivery.
• Plan, execute, direct, and complete tax projects across diverse industries with innovative planning and budgeting.

Skills

Tax planning

Client management

Project management

Communication

Leadership

Teamwork

Attention to detail

Multitasking

Microsoft Office

Education

Bachelor's degree in Accounting or Finance

CPA certification preferred

Tools

ProSystem fx

Microsoft Office Suite

Job description

Jobot seeks an experienced Tax Manager to join its remote team and lead multiple tax engagements for a diverse client base. The role emphasizes planning, consulting, and compliance across individuals, corporations, and real estate, with a strong focus on delivering quality services.

The ideal candidate brings 5+ years in public accounting or tax consulting, CPA preferred, and excels in leadership, mentoring, and client relationship building within a collaborative team.