Tax Manager

Jobot; Newtown Square (Delaware County); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive salary

Medical, dental, vision coverage

401(k) with profit-sharing

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. The role reports to the host Brad Trombly and offers a substantial salary range with performance-based bonuses.

The position requires serving as the primary tax advisor, developing proactive planning strategies, and coordinating with a network of professionals to deliver superior client

Responsibilities

• Serve as the primary tax advisor and relationship manager for clients.
• Provide proactive tax planning and consulting services for High Net Worth Individuals.
• Provide proactive tax planning and consulting services for Trusts & Estates.
• Provide proactive tax planning and consulting services for S Corporations.
• Provide proactive tax planning and consulting services for 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.
• Oversee preparation and review of Form 1041.
• Oversee preparation and review of Form 1065.
• Oversee preparation and review of Form 1120-S.
• Oversee preparation and review of 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.

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!

This Jobot Job is hosted by: Brad Trombly

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

A bit about us:

A leading accounting, tax, and advisory organization dedicated to delivering exceptional client service and strategic guidance to businesses, high-net-worth individuals, families, and professional services firms. The organization fosters a collaborative culture, emphasizes professional development, values work-life balance, and provides employees with opportunities for long-term career growth.

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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