Tax Manager (mostly Remote)

Jobot; Westminster (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 dynamic Tax Manager to join our team. This mostly remote role blends in-person and remote work with flexibility and balanced schedule for a fast-paced finance team.

You will oversee tax planning for high net worth individuals and corporations, prepare federal and state returns, and advise on 1031 exchanges and wealth management. The firm offers medical/dental/vision, 401(k) match, and a hybrid work model.

Qualifications

• Minimum 5 years of tax management experience.
• CPA designation preferred; EA a plus.
• Experience with 1031 Exchanges, federal and state returns.
• Strong knowledge of wealth management.
• Ability to liaise with the IRS.

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

Wealth management

CPA designation

Enrolled Agent (EA)

IRS liaison

Microsoft Office

Tax software

Analytical skills

Communication skills

Education

CPA certification preferred

Enrolled Agent certification a plus

Tools

Tax software

Microsoft Office Suite

Job description

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

This Jobot Job is hosted by: Joseph Sipocz

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

A bit about us:

We are seeking a dynamic and experienced Tax Manager to join our team. This is a hybrid role, combining both in-person and remote work, offering flexibility and a balanced work-life environment. You will be a part of a fast-paced and collaborative team in the Accounting and Finance industry, where your expertise in tax management will be highly valued. This role is ideally suited for a professional with a strong background in tax planning and wealth management, who is adept at handling high net worth individuals and corporations' accounts.

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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