Tax Manager (mostly Remote)

Jobot; Frederick (MD); Hybrid; USD 115,000 - 160,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401K match

Hybrid

Flexible on location

Growing firm

Job summary

Jobot is seeking a Tax Manager (mostly remote) to oversee tax planning for high net worth individuals and corporations, prepare federal and state returns, and advise on 1031 exchanges. This role offers a flexible location and schedule with a competitive salary range.

Join a growing firm with medical/dental/vision, a 401K match, and hybrid work options. You will liaise with the IRS, ensure compliance, and deliver strategic wealth management guidance.

Qualifications

• Minimum of 5 years in tax management, preferably in Accounting/Finance.
• CPA designation preferred.
• Experience with 1031 Exchanges, federal/state tax, and gift tax.
• Extensive experience with high net worth accounts and IRS liaison.

Responsibilities

• Oversee and manage the tax planning process for high net worth individuals (HNW) and corporations.
• Prepare and review federal and state tax returns for individuals, corporations, and S Corps.
• Provide strategic advice related to 1031 Exchanges and wealth management.
• Liaise with the IRS and other regulatory bodies on behalf of our clients.
• Conduct comprehensive income tax planning for clients.
• Ensure compliance with all federal, state, and local tax laws and regulations.
• Provide expert guidance on gift tax matters.
• Collaborate with other departments to provide integrated financial solutions for clients.
• Keep abreast of the latest tax laws and regulations to ensure the company's compliance and to provide the most current advice to clients.
• Develop and maintain strong relationships with clients, providing exceptional customer service and expert financial advice.

Skills

Tax planning

HNW taxes

Tax returns

IRS liaison

Wealth management

Education

CPA preferred

Tools

Tax software

Microsoft Office

Job description

Job details:

Tax Manager (mostly Remote) / $$$ / HNW, Trust and Estate Planning / Flexible on location and schedule

Salary: $115,000 - $160,000 per year

Why join us?

• Medical/Dental/Vision
• 401K match
• Hybrid
• Flexible on location
• Growing firm

Job Details

Responsibilities

• Oversee and manage the tax planning process for high net worth individuals (HNW) and corporations.
• Prepare and review federal and state tax returns for individuals, corporations, and S Corps.
• Provide strategic advice related to 1031 Exchanges and wealth management.
• Liaise with the IRS and other regulatory bodies on behalf of our clients.
• Conduct comprehensive income tax planning for clients.
• Ensure compliance with all federal, state, and local tax laws and regulations.
• Provide expert guidance on gift tax matters.
• Collaborate with other departments to provide integrated financial solutions for clients.
• Keep abreast of the latest tax laws and regulations to ensure the company's compliance and to provide the most current advice to clients.
• Develop and maintain strong relationships with clients, providing exceptional customer service and expert financial advice.

Qualifications

• A minimum of 5 years of experience in tax management, preferably in the Accounting and Finance industry.
• A Certified Public Accountant (CPA) designation is preferred.
• Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.
• Extensive experience in managing high net worth individual and corporate accounts.
• Proficiency in dealing with the IRS and other regulatory bodies.
• Enrolled Agent (EA) certification is a plus.
• Strong knowledge of wealth management strategies.
• Excellent analytical and problem-solving skills.
• Exceptional communication and interpersonal skills.
• Ability to work in a fast-paced, dynamic environment and manage multiple tasks simultaneously.
• High degree of professionalism and integrity.
• Strong computer skills, including proficiency in tax software and Microsoft Office Suite.
• A commitment to providing top-tier customer service.
• Ability to work both independently and as part of a team.

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.

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