Tax Manager — High Net Worth Planning & Compliance Leader

Jobot

Hanover (York County)

On-site

USD 100,000 - 130,000

Full time

2 days ago
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Benefits offered by this job

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

Job summary

Jobot is seeking a Tax Manager to lead planning, compliance, and review for high-net-worth individuals, corporations, and partnerships. You will manage federal and state tax projects, provide innovative tax planning, and guide a growing Accounting + Finance team in a dynamic environment.

The role emphasizes leadership, client service, and staying current with tax laws. A bachelor's in accounting/finance is required, with 5+ years of tax experience; master's or CPA preferred.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • 5+ years of tax planning and compliance experience.
  • Experience with federal and state tax for high net worth individuals, corporations and partnerships.
  • Strong leadership and client relationship skills.
  • Ability to meet deadlines and work under pressure.

Responsibilities

  • Manage and coordinate tax planning, preparation, and review of federal and 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, collections, and budget for assigned projects.
  • Perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
  • 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.
  • Develop and deliver innovative tax planning strategies that save our clients’ money and help grow their businesses.
  • Stay updated with industry trends and changes in tax laws to ensure company's compliance.

Skills

Tax planning
Federal tax
State tax
Leadership
Client service
Communication
Attention to detail

Education

Bachelor's degree in Accounting/Finance
Master's degree or CPA preferred

Job description

Jobot is seeking a Tax Manager to lead planning, compliance, and review for high-net-worth individuals, corporations, and partnerships. You will manage federal and state tax projects, provide innovative tax planning, and guide a growing Accounting + Finance team in a dynamic environment.

The role emphasizes leadership, client service, and staying current with tax laws. A bachelor's in accounting/finance is required, with 5+ years of tax experience; master's or CPA preferred.

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