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 seeks a Tax Manager (mostly Remote) to oversee tax planning for high net worth individuals and corporations, handling federal/state returns, 1031 exchanges, and wealth management.

The role requires 5+ years in tax management, CPA preferred, and strong communication skills to liaise with the IRS. Salary ranges from $115k to $160k with medical/dental/vision, 401K match, and hybrid/flexible work options.

Qualifications

• Minimum 5 years of experience in tax management, preferably in Accounting/Finance.
• CPA designation preferred.
• Experience with 1031 Exchanges, federal/state tax, income tax prep, gift tax, S Corp, and corporate tax Returns.
• Extensive experience managing high net worth individuals and corporate accounts.
• Proven ability to liaise with IRS and regulatory bodies.

Responsibilities

• Oversee and manage tax planning for high net worth individuals and corporations.
• Prepare and review federal and state tax returns for individuals, corporations, and S corps.
• Provide strategic advice on 1031 Exchanges and wealth management.
• Liaise with the IRS and other regulatory bodies on client matters.
• Ensure compliance with all federal, state, and local tax laws.
• Provide guidance on gift tax matters.
• Collaborate with other departments to deliver integrated financial solutions.
• Maintain up-to-date knowledge of tax laws and provide current advice to clients.
• Develop strong client relationships and deliver expert financial guidance.

Skills

Tax planning

IRS liaison

Wealth management

Analytical thinking

Communication

Education

CPA designation (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.

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.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy