Tax Manager

Jobot; Bethesda (MD); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work schedule with flexibility

Medical, dental, vision coverage

401(k) with profit sharing

FSA/HSA

Paid holidays

Professional development

Mentorship and career advancement

Wellness programs

Employer diversity programs

Job summary

Jobot is seeking a Tax Manager to advise sophisticated high-net-worth and professional services clients, lead complex engagements, and thrive in a collaborative hybrid environment with exceptional benefits. You will serve as the primary tax advisor and relationship manager, providing proactive planning for High Net Worth Individuals, trusts, S corporations, and partnerships.

Join a firm that values mentorship, career advancement, and a strong benefits package, including medical/dental/vision,

Qualifications

• Experience advising high-net-worth individuals, trusts, and pass-through entities.
• Strong ability to identify tax-saving strategies and provide proactive planning.
• Ability to manage multiple engagements and mentor junior staff.

Responsibilities

• Serve as the primary tax advisor and relationship manager for clients.
• Provide proactive tax planning and consulting for high-net-worth individuals and various entities.
• Review federal, state, and local tax returns and oversee preparation of Forms 1040, 1041, 1065, 1120-S, 709.
• Manage engagement budgets, timelines, and client communications.
• Contribute to business development and firm growth initiatives.

Skills

Tax planning

Client advisory

Relationship management

Mentoring

Job description

Step into a high-impact Tax Manager role where you'll advise sophisticated high-net-worth and professional services clients, lead complex engagements, enjoy strong career growth, and thrive in a collaborative hybrid environment with exceptional benefits!

Salary: $140,000 - $190,000 per year

Why join us?

• Competitive salary plus discretionary performance bonus
• Hybrid work schedule with flexibility
• Comprehensive medical, dental, and vision coverage
• 401(k) plan and profit-sharing program
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Life and AD&D insurance options
• Inclusive parental leave benefits
• Generous PTO and paid firm holidays
• Employee wellness and assistance programs
• Training, certification, and professional development opportunities
• Recognition and rewards programs
• Community involvement and volunteer initiatives
• Collaborative culture focused on mentorship and career advancement

Job Details

• Serve as the primary tax advisor and relationship manager for clients.
• Provide proactive tax planning and consulting services for:
• High Net Worth Individuals
• Trusts & Estates
• S Corporations
• Partnerships and Pass-Through Entities
• Identify tax-saving strategies and planning opportunities.
• Review complex federal, state, and local tax returns.
• Oversee preparation and review of:
• Form 1040
• Form 1041
• Form 1065
• Form 1120-S
• Form 709
• Investment partnerships and related entities
• Advise clients on:
• Multi-state taxation
• Retirement planning strategies
• Buy-in/Buy-out transactions
• Partner compensation arrangements
• K-1 allocation matters
• Entity structuring and conversions
• Conduct tax research and prepare technical memoranda.
• Manage multiple client engagements simultaneously.
• Oversee engagement budgets, billing, and project timelines.
• Coordinate with attorneys, wealth advisors, consultants, and external professionals.
• Coach, mentor, and develop tax staff and senior associates.
• Review workpapers, tax returns, and planning deliverables.
• Contribute to business development activities and firm growth initiatives.

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.