Senior Manager, Tax

Jobot; Novi (MI); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Bonus opportunities

Great culture

Work-life balance

Job summary

Jobot in Novi, MI is seeking a Senior Tax Manager to lead client engagements and guide a tax team in a hybrid work setup. The role focuses on coordinating tax compliance, planning, and consulting for high-net-worth clients and closely held businesses.

You will manage relationships, ensure deadlines, and present strategic tax solutions while mentoring junior staff. CPA or EA is preferred; a strong leadership background is essential.

Qualifications

• Bachelor’s degree required.
• 8+ years’ tax experience in private/public accounting or financial planning.
• CPA or EA required.
• Experience with high-net-worth clients and closely held businesses is preferred.
• Strong leadership and client-relationship skills.

Responsibilities

• Provide guidance and leadership to the tax team to achieve results.
• Develop new client relationships and retain existing ones.
• Present strategic tax planning solutions for high-net-worth individuals.
• Manage consulting projects such as charitable giving calculations and foundation payouts.
• Review tax returns, projections and related work papers.

Skills

Tax leadership

Client relations

Tax planning

Team management

Education

Bachelor's degree

CPA or EA certification

Tools

CCH or GOSystem

Job description

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Job details:

Senior Manager, Tax - Hybrid

This Jobot Job is hosted by: Scott Dennis

Salary: $120,000 - $170,000 per year

A bit about us:

We are seeking a Senior Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. This critical role is responsible for managing all tax-related matters, including compliance, reporting, planning, and consulting.

Why join us?

• 401(k) matching
• Health insurance
• Paid time off
• Bonus opportunities
• Great Culture
• Work Life Balance

Job Details

Responsibilities:

• Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
• Participate in obtaining new clients in partnership with strategic relationships and community networks
• Responsible for client relationships and retention; help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements

Qualifications

• Bachelor’s degree required
• 8+ years’ tax experience working in private or public accounting firm or financial planning firm
• CPA or EA required

Qualifications:

To be successful in this role, you will need:

1. A minimum of 5 years of experience in a tax management role, preferably in the mortgage industry.
2. Strong knowledge of federal and state tax laws and regulations.
3. Proficiency in tax software, CCH or GOSystem preferred.
4. Experience in tax consulting and planning, particularly for high net worth individuals.
5. Experience in tax review and audit processes.
6. Enrolled Agent (EA) designation is preferred.
7. Excellent analytical and problem-solving skills.
8. Strong leadership and team management skills.
9. Excellent communication and presentation skills.
10. Ability to work under pressure and meet tight deadlines.

This is a fantastic opportunity for a seasoned tax professional to take on a senior leadership role in a dynamic and fast-paced environment. If you have a passion for tax, a strategic mindset, and a commitment to excellence, we would love to hear from you.

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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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