Senior Tax Manager (Healthcare Preferred)

Jobot; Naples (FL); Hybrid; USD 120,000 - 175,000; Full time

Benefits offered by this job

Work-Life Flexibility

Hybrid Work Environment

Open PTO Policy

Immediate medical coverage

401(k) Plan

Annual bonuses & raises

Life & AD&D insurance

Job summary

Jobot is seeking a Senior Tax Manager to join our team with a hybrid schedule and comprehensive PTO policy. The position supports a Top 50 national CPA firm with strong growth across the Eastern U.S. and a focus on high-net-worth clients in an agile, relationship-driven culture.

Ideal candidate has 7+ years in tax leadership, healthcare experience preferred, and a CPA or law degree. Immediate benefits include medical, dental, and vision on day one, plus a strong 401(k) plan.

Qualifications

• A law degree or CPA is required.
• A minimum of 7 years of experience in a tax management role, preferably within healthcare industry.
• Extensive knowledge and experience with tax planning, S Corp, high net worth, corporations, advisory, and tax accounting.
• Proficiency in Microsoft Office Suite, with advanced skills in Excel.
• Excellent verbal and written communication skills.
• Strong analytical, problem-solving, and project management skills.
• The ability to work independently and as part of a team.
• A high level of integrity, accuracy, dependability, enthusiasm, and confidentiality.
• Proficient in all areas of tax law and regulations, with the ability to interpret and apply complex tax legislation.
• Experience in healthcare is preferred, but not required.

Responsibilities

• Overseeing and managing all tax planning and compliance with all required federal, state, local, payroll, property, and other applicable taxes.
• Managing assets, liabilities, and capital account entries by compiling and analyzing account information.
• Documenting financial transactions by entering account information.
• Recommending financial actions by analyzing accounting options.
• Summarizing the current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports.
• Substantiating financial transactions by auditing documents.
• Guiding accounting clerical staff by coordinating activities and answering questions.
• Reconciling financial discrepancies by collecting and analyzing account information.
• Securing financial information by completing database backups.
• Maintaining financial security by following internal controls.
• Preparing payments by verifying documentation, and requesting disbursements.
• Answering accounting procedure questions by researching and interpreting accounting policy and regulations.
• Complying with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions.
• Preparing special financial reports by collecting, analyzing, and summarizing account information and trends.
• Maintaining customer confidence and protects operations by keeping financial information confidential.

Skills

Tax planning

Tax compliance

Communication

Analytical skills

Project management

Independence

Education

CPA or JD

Tools

Excel

Office Suite

Job description

Senior Tax Manager - Hybrid & Open Leave (PTO) Policy

This Jobot Job is hosted by: Omar Biggers

Salary: $120,000 - $175,000 per year

A bit about us

We are representing a Top 50 national CPA firm that is actively expanding its tax leadership team. With 500+ employees and a strong presence across the Eastern U.S. (FL, OH, PA, NY, MD, and NJ), they have successfully scaled their operations to offer the premium resources and high-net-worth client base of a mega-firm, while fiercely protecting the agile, relationship-driven culture of a local partnership.

Why join us

• Work-Life Integration & Flexibility
• Hybrid Work Environment
• Open Leave (PTO) Policy
• Immediate Coverage: Medical, Dental, and Vision all begin on your very first day.
• Elite 401(k) Plan
• Discretionary bonuses, raises, and promotions (Annual)
• Company-Paid Life & AD&D

Job Details

Our organization is in search of an experienced and dynamic Senior Tax Manager to join our engineering team. This unique opportunity is tailored for a professional with a strong background in corporate, partnership, individual, trusts and estate planning, and resolving complex tax issues. Healthcare industry experience strongly preferred. This role will require a minimum of 7 years of experience in a similar position, with a proven track record of success.

Responsibilities

1. Overseeing and managing all tax planning and compliance with all required federal, state, local, payroll, property, and other applicable taxes.
2. Managing assets, liabilities, and capital account entries by compiling and analyzing account information.
3. Documenting financial transactions by entering account information.
4. Recommending financial actions by analyzing accounting options.
5. Summarizing the current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports.
6. Substantiating financial transactions by auditing documents.
7. Guiding accounting clerical staff by coordinating activities and answering questions.
8. Reconciling financial discrepancies by collecting and analyzing account information.
9. Securing financial information by completing database backups.
10. Maintaining financial security by following internal controls.
11. Preparing payments by verifying documentation, and requesting disbursements.
12. Answering accounting procedure questions by researching and interpreting accounting policy and regulations.
13. Complying with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions.
14. Preparing special financial reports by collecting, analyzing, and summarizing account information and trends.
15. Maintaining customer confidence and protects operations by keeping financial information confidential.

Qualifications

1. A law degree or CPA is required.
2. A minimum of 7 years of experience in a tax management role, preferably within healthcare industry.
3. Extensive knowledge and experience with tax planning, S Corp, high net worth, corporations, advisory, and tax accounting.
4. Proficiency in Microsoft Office Suite, with advanced skills in Excel.
5. Excellent verbal and written communication skills.
6. Strong analytical, problem-solving, and project management skills.
7. The ability to work independently and as part of a team.
8. A high level of integrity, accuracy, dependability, enthusiasm, and confidentiality.
9. Proficient in all areas of tax law and regulations, with the ability to interpret and apply complex tax legislation.
10. Experience in healthcare is preferred, but not required.

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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