Senior Tax Strategy Manager | High Net Worth & Corporate

Jobot

Shiremanstown (PA)

On-site

USD 100,000 - 160,000

Full time

6 days ago
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Benefits offered by this job

401K match
Paid holidays
Flexible work environment
Strong PTO
Medical insurance
Dental insurance
Vision insurance

Job summary

Jobot is seeking a dynamic Tax Manager to join our growing Accounting + Finance team. You will lead tax planning, federal/state compliance, and high net worth engagements for corporations and partnerships, while guiding a team and delivering client-focused services.

This role offers significant growth potential, including a path to partnership, and a comprehensive benefits package within a flexible, supportive, fast-paced environment.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field; Master’s or CPA preferred.
  • At least 5 years in tax planning/compliance for federal/state taxes, high net worth, corporations, and partnerships.
  • Experience managing multiple client engagements and meeting/exceeding expectations.
  • Strong knowledge of S Corp structures, tax returns, and review processes.
  • Excellent leadership and ability to motivate a team.
  • Outstanding client service and relationship-building skills.
  • Clear communication to non-tax professionals; able to meet tight deadlines.

Responsibilities

  • Manage tax planning, preparation, and review of federal/state taxes for high net worth individuals and entities.
  • Provide innovative tax planning, consulting, and compliance services to clients.
  • Oversee billing, collections, and budgeting for projects; manage engagement risk.
  • Perform technical tax reviews and approvals of tax returns and examinations.
  • Lead and mentor the tax team, guiding development and motivation.
  • Develop and deliver tax strategies to save clients money and grow businesses.
  • Stay updated on tax law changes to ensure company compliance.

Skills

Tax planning
Federal tax
State tax
S Corp
Leadership
Client relations
Communication
Deadline-driven

Education

Bachelor's degree in Accounting/Finance
Master's degree or CPA

Job description

Jobot is seeking a dynamic Tax Manager to join our growing Accounting + Finance team. You will lead tax planning, federal/state compliance, and high net worth engagements for corporations and partnerships, while guiding a team and delivering client-focused services.

This role offers significant growth potential, including a path to partnership, and a comprehensive benefits package within a flexible, supportive, fast-paced environment.

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