Tax Manager - High Net Worth / PCS

Jobot Inc.; Bethesda (MD); Remote; USD 140,000 - 180,000; Full time

Job summary

A leading growing accounting firm is seeking a HNW / PCS Tax Manager for a fully remote position. You'll be responsible for comprehensive tax planning and preparation, managing staff deliverables, and maintaining client relationships. Join a dynamic team that offers competitive benefits and opportunities for growth.

Benefits

Extremely Competitive Benefits Package

5+ weeks PTO and all federal holidays

Custom learning opportunities

Sign on Bonus + Annual Bonus

Employer contribution to Life Insurance and 401(k)

Qualifications

• 5+ years of experience in public accounting with trust and estate tax focus.
• Extensive experience with fiduciary tax and wealth planning for high net worth individuals.
• Strong technical skills in accounting and review of tax services.

Responsibilities

• Provide comprehensive tax planning and preparation of Trust and Estate tax returns.
• Review and manage staff deliverables including tax returns and extensions.
• Research complex tax issues and provide solutions.

Skills

Tax Compliance

Client Relationship Management

Problem Solving

Communication

Proficiency in Tax Software

Education

Certified Public Accountant (CPA) license

Job description

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This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $180,000.00/yr

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

Fully Remote Opportunity! Join a dynamic growing accounting firm, shape client success, and lead with expertise. Apply now!

This Jobot Job is hosted by Travis Poley

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $140,000 - $180,000 per year

A Bit About Us

Come work with the best of the business. We are seeking a HNW / PCS Tax Manager to join our team!



Why join us?


Compensation 140-180K + Potential Sign on Bonus + Annual Bonus + so much more!

• Extremely Competitive Benefits Package
• 5-15% year over year raises
• 5+ weeks PTO + All federal Holidays - summer Fridays & more!
  
  

Competitive Base Salary and annual performance-based bonuses

Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives

Employer contribution to Life Insurance, and 401(k) plan

Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)

Customized learning and development opportunities and continuing professional education both in-house and virtually

Hybrid, flex, and remote work opportunities available

Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution

Job Details

Responsibilities

• Provide comprehensive tax planning and preparation of Trust and Estate tax returns.
• Review and manage staff deliverables including tax returns, extensions, tax planning calculations for high net worth individuals, trusts, and estates.
• Research complex tax issues and provide solutions.
• Supervise, mentor, and develop staff, including overseeing timely feedback and guidance to help them reach their professional goals.
• Build and maintain relationships with clients, managing their expectations and delivering excellent customer service.
• Keep up-to-date with changes in tax legislation and ensure all compliance matters are managed effectively.
• Collaborate with internal and external parties to manage and coordinate tax audits.
• Develop and implement strategic tax planning for clients.
• Identify business development opportunities and assist Partners in proposal development and presentation.
  
  

Qualifications

• Certified Public Accountant (CPA) license is required.
• A minimum of 5 years of experience in public accounting with a concentration in trust and estate tax required.
• Extensive experience with fiduciary tax and wealth planning for high net worth individuals.
• Proven leadership skills in managing client engagements and a team of tax professionals.
• Strong technical skills in accounting and review of tax services.
• Proficient in tax compliance, federal and state filings, tax research and planning.
• Exceptional client service skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Excellent verbal and written communication skills, with the ability to articulate complex financial information to clients and team members.
• Proactive approach to problem-solving and the ability to handle multiple tasks simultaneously.
• Proficiency in tax software and technology tools.
• Commitment to continuous learning and development in the tax profession.
  
  

This is a fantastic opportunity for a seasoned tax professional to take their career to the next level. If you are a self-starter who enjoys working in a challenging, fast-paced environment, we would love to hear from you. Apply today!

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting, Financial Services, and Banking

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