Tax Manager (Hybrid)

Australia-Employment; Cleveland (OH); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401K 4% match

Health insurance (vision/dental)

Supplemental insurance

Education/licensing fees

Self-managed PTO

Paid holidays

Job summary

Jobot seeks a Tax Manager for a hybrid role in Cleveland, OH. You will lead federal and state tax returns, craft tax strategies, and advise high-net-worth clients while managing multiple engagements and ensuring regulatory compliance.

Requires CPA or EA and at least five years in tax accounting. This role offers a hybrid work arrangement with competitive benefits and ongoing professional development opportunities.

Qualifications

• CPA certification or EA credential is required.
• Minimum of five years of experience in tax accounting or related field.
• Extensive knowledge of federal and state tax laws and regulations.
• Proven experience in managing tax obligations for S corporations and other business entities.
• Experience in providing tax advisory services to HNW individuals.
• Demonstrated ability to manage client engagements and maintain strong client relationships.
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide strategic advice.
• Strong communication skills, with the ability to explain complex tax concepts to clients in a clear and concise manner.
• High degree of professional ethics and integrity.

Responsibilities

• Lead the preparation and review of federal and state income tax returns for individuals, S corporations, and other business entities.
• Develop and implement tax strategies to minimize tax liabilities and maximize compliance.
• Provide tax advisory services to HNW individuals, offering insights on tax implications of investment strategies and other financial decisions.
• Manage client engagements, ensuring high-quality service delivery and maintaining strong client relationships.
• Oversee tax accounting processes, ensuring accuracy and compliance with relevant laws and regulations.
• Stay updated on current tax practices and changes in tax law, providing timely updates and strategic advice to clients.
• Collaborate with other team members and departments to integrate tax strategies with overall financial planning.

Skills

Tax accounting

Federal and state tax laws

Client engagement management

Tax advisory for HNW

Strong communication

Education

CPA certification or EA credential

Job description

Tax Manager (Hybrid)

$90000 - $130000 per year | Cleveland, OH | On-site | Permanent

Tax Manager (Hybrid) / $$$ / Long History / Great team in place

A bit about us:

We are seeking a dynamic and experienced Tax Manager to join our thriving firm. This is a hybrid role that combines the technical acumen of tax accounting with the strategic oversight of financial management. The successful candidate will be responsible for managing tax obligations across multiple jurisdictions, ensuring compliance with federal and state laws, and providing tax advisory services to high-net-worth (HNW) individuals and corporations. The role requires a Certified Public Accountant (CPA) or Enrolled Agent (EA) with a minimum of five years of experience in the industry.

Why join us?

• 401K with 4% match
• Health insurance, including dental and vision
• Supplemental Insurance Coverage (Life, STD, LTD)
• Continuing education and licenses fees
• Vacation: Self-managed PTO - With tax season restrictions
• Paid Holidays: Full- time employees receive eight (8) paid holidays - New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve and Christmas Day.

Job Details

Responsibilities

1. Lead the preparation and review of federal and state income tax returns for individuals, S corporations, and other business entities.
2. Develop and implement tax strategies to minimize tax liabilities and maximize compliance.
3. Provide tax advisory services to HNW individuals, offering insights on tax implications of investment strategies and other financial decisions.
4. Manage client engagements, ensuring high-quality service delivery and maintaining strong client relationships.
5. Oversee tax accounting processes, ensuring accuracy and compliance with relevant laws and regulations.
6. Stay updated on current tax practices and changes in tax law, providing timely updates and strategic advice to clients.
7. Collaborate with other team members and departments to integrate tax strategies with overall financial planning.

Qualifications

1. CPA certification or EA credential is required.
2. Minimum of five years of experience in tax accounting or related field.
3. Extensive knowledge of federal and state tax laws and regulations.
4. Proven experience in managing tax obligations for S corporations and other business entities.
5. Experience in providing tax advisory services to HNW individuals.
6. Demonstrated ability to manage client engagements and maintain strong client relationships.
7. Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide strategic advice.
8. Strong communication skills, with the ability to explain complex tax concepts to clients in a clear and concise manner.
9. High degree of professional ethics and integrity.

Join us in this exciting opportunity to leverage your expertise, sharpen your skills, and make a significant impact in the Accounting and Finance industry. We look forward to welcoming you to our team.

Jobot is an Equal Opportunity Employer

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