Tax Manager

Jobot; Westminster (MD); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

401K match

Paid holidays

Flexible work environment

Strong PTO

Medical, dental, vision

Job summary

Jobot is seeking a dynamic Tax Manager to join our rapidly growing CPA and advisory firm in Westminster, MD. This role focuses on federal and state tax for high net worth individuals, corporations, and partnerships, with opportunities to lead tax planning, reviews, and client counseling.

You will manage engagements, mentor staff, and help drive innovative tax strategies while staying current with tax laws. The firm offers a strong benefits package and a clear path toward partnership in a

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA preferred.
• 5+ years in tax planning/compliance for high net worth entities.
• Proven ability to manage multiple client engagements and lead a team.
• Strong knowledge of S Corp structures and tax reviews.

Responsibilities

• Manage and coordinate tax planning, preparation, and review of federal/state taxes for high net worth individuals, corporations, and partnerships.
• Provide innovative tax planning, consulting, and compliance expertise to clients.
• Manage risk and financial performance of engagements including billing and budgets.
• Perform technical tax review and approve all tax returns and examinations.
• Lead the Tax team with counseling and career development.
• Develop and deliver tax strategies to save clients money and grow businesses.
• Stay updated with tax laws to ensure compliance.

Skills

Leadership

Client management

Communication

Education

Bachelor's degree in Accounting/Finance

Master's degree or CPA

Job description

Tax Manager / $$$ / Rapidly growing firm / Path to Partner / Great benefits

A bit about us

I'm partnering with a highly respected CPA and advisory firm that is redefining traditional accounting. They operate as true, year-round business advisors for a diverse mix of startups and established enterprises.

Why join us

• 401K match
• Paid holidays
• Flexible work environment
• Strong PTO
• Medical, dental, vision

Job Details

We are seeking a dynamic and experienced Tax Manager to join our growing Accounting + Finance team. This is an exceptional opportunity to leverage your skills in tax planning, federal and state tax, high net worth, tax returns, S Corp, and tax review. As part of our team, you will be responsible for managing and coordinating tax planning and research processes. This role is perfect for someone who is passionate about tax laws, enjoys solving financial challenges, and is looking to take the next step in their career in a supportive and vibrant work environment.

Salary: $100,000 - $160,000 per year

Responsibilities

1. Manage and coordinate tax planning, preparation, and review of federal and state income taxes for high net worth individuals, corporations, and partnerships.
2. Provide innovative tax planning, consulting, and compliance expertise to clients.
3. Manage risk and financial performance of engagements including billing, collections, and budget for assigned projects.
4. Perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
5. Serve as a key leader in our firm's Tax team, providing leadership, counseling, and career guidance for the development and motivation of the team.
6. Develop and deliver innovative tax planning strategies that save our clients' money and help grow their businesses.
7. Stay updated with industry trends and changes in tax laws to ensure company's compliance.

Qualifications

1. A bachelor's degree in Accounting, Finance, or a related field. A master's degree or CPA certification is highly preferred.
2. A minimum of 5 years of experience in tax planning and compliance, with a focus on federal and state tax for high net worth individuals, corporations, and partnerships.
3. Proven experience in managing multiple client engagements simultaneously, with a strong ability to meet and exceed client expectations.
4. Strong knowledge of S Corp structures, tax returns, and tax review processes.
5. Excellent leadership skills with an ability to motivate and lead a team.
6. Exceptional client service skills with a proven ability to develop and maintain outstanding client relationships.
7. Strong communication and interpersonal skills, with an ability to clearly explain complex tax issues to non-tax professionals.
8. Ability to work under pressure and meet tight deadlines, while maintaining a high level of attention to detail and quality.

This is a fantastic opportunity for those with a passion for tax planning and the desire to work in a dynamic, fast-paced environment. If you're a dedicated and ambitious professional who loves to solve complex tax problems, we'd love to hear from you.

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.