Senior Tax Manager (RELOCATION ASSISTANCE)

Jobot; Stamford (CT); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401K 4% match

Holiday bonuses ($10-40,000)

In-office massage therapist

Meals provided

True partner path

50% commission on business

Vacation days

Job summary

A financial services company located in Stamford, Connecticut, is seeking a highly experienced Permanent Tax Manager to oversee tax preparation and compliance for high-net-worth clients. This role requires a minimum of 5 years in tax, a Bachelor's degree in Accounting or Finance, and CPA certification is preferred. The right candidate will manage client relations, ensure compliance with tax regulations, and provide strategic tax planning. We offer a competitive benefits package including bonuses and paid time off.

Qualifications

• Minimum of 5 years of experience in tax preparation and income tax returns.
• Strong knowledge of tax laws and regulations.
• Excellent communication and interpersonal skills.
• Strong knowledge of tax laws and regulations.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage multiple projects.

Responsibilities

• Manage and oversee all aspects of tax preparation and income tax returns.
• Work closely with clients to address their tax needs.
• Provide tax planning and consulting services to clients.
• Review tax returns prepared by staff and provide guidance as needed.
• Develop and maintain relationships with clients to ensure continued satisfaction.
• Keep up-to-date with changes in tax laws and communicate changes to clients.
• Manage and train staff on tax preparation and planning.

Skills

Tax preparation

Client relations

Regulatory knowledge

Analytical skills

Leadership

Education

Bachelor's degree in Accounting, Finance or related field

CPA certification

Job description

Benefits

401K 4% match
Amazing year‑end, holiday, busy season and performance bonuses ($10‑40,000 in bonuses alone)
Massage therapist in office
Constant breakfast, lunch and dinner
True partner path
50% commission on any business you bring in
Great vacation and PTO

Job Details

We are seeking a highly experienced Permanent Tax Manager to join our Finance industry team. As a Tax Manager, you will be responsible for managing and overseeing all aspects of tax preparation, income tax returns, high‑net‑worth clients, CPA and business tax returns. You will work closely with our clients to ensure that their tax needs are met and that they are compliant with all tax regulations.

Responsibilities

• Manage and oversee all aspects of tax preparation, income tax returns, high‑net‑worth clients, CPA and business tax returns.
• Work closely with clients to ensure that their tax needs are met and that they are compliant with all tax regulations.
• Provide tax planning and consulting services to clients.
• Review tax returns prepared by staff and provide feedback and guidance as needed.
• Develop and maintain relationships with clients to ensure their continued satisfaction.
• Keep up‑to‑date with changes in tax laws and regulations and communicate these changes to clients.
• Manage and train staff on tax preparation and planning.

Qualifications

• A minimum of 5 years of experience in tax preparation, income tax returns, high‑net‑worth clients, CPA and business tax returns.
• Bachelor's degree in Accounting, Finance or related field.
• CPA certification preferred.
• Strong knowledge of tax laws and regulations.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage multiple projects simultaneously.
• Strong analytical and problem‑solving skills.
• Ability to work well under pressure and meet tight deadlines.
• Strong leadership and management skills.

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.

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