Tax Manager

Jobot; Florida; Hybride; USD 140 000 - 190 000; Plein temps

Avantages offerts par ce poste

Hybrid work schedule

Medical, dental, and vision coverage

401(k) plan and profit-sharing

FSA and HSA

Life and AD&D insurance

Parental leave

Generous PTO and holidays

Wellness and assistance programs

Training and professional development

Recognition and rewards programs

Community involvement

Mentorship and career advancement

Résumé du poste

Jobot is seeking a Tax Manager to advise high-net-worth and professional services clients, lead complex engagements, and grow within a collaborative hybrid environment with excellent benefits. Salary ranges from $140,000 to $190,000 per year, with opportunities for discretionary bonus and career advancement.

The role emphasizes proactive tax planning, multi-state considerations, and mentoring junior staff within a supportive firm culture.

Qualifications

• 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
• 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

Responsabilités

• Serve as the primary tax advisor and relationship manager for clients.
• Oversee preparation and review of Form 1040, Form 1041, Form 1065, Form 1120-S, Form 709.
• Advise clients on multi-state taxation and retirement planning strategies.
• 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.

Description du poste

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.