Tax Manager - PCS - (Hybrid)

Jobot; Florida; Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Bonuses (new business & referral)

Paid time off policy

401(k) with match & profit sharing

Medical, dental, vision insurance

Life insurance

Disability insurance

9 paid holidays

Tuition reimbursement

Job summary

Jobot, a professional services firm, seeks a Tax Manager to lead tax planning, preparation, and filing for C-corps, S-corps, and high net-worth individuals. You will ensure compliance with federal, state, and local tax laws while providing strategic tax advisory services to clients.

This hybrid role offers competitive compensation, generous bonuses, and a comprehensive benefits package, including 401(k) with match and various insurance options.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or Certified Tax Coach (CTC) designation is preferred.
• Minimum of 3 years of experience in a tax manager role or similar.
• In-depth knowledge of tax laws and regulations, with planning, prep, compliance, and research.
• Experience managing a diverse client portfolio including C-corps, S-corps, and high net-worth individuals.
• Excellent analytical and problem-solving skills; ability to interpret complex financial data.
• Strong communication and interpersonal skills with client and team relationships.
• Proficiency in tax software and Microsoft Office Suite.

Responsibilities

• Manage tax planning, preparation, and filing for C-corps, S-corps, and high net worth individuals.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Conduct detailed tax research to identify and mitigate risks and optimize strategies.
• Provide tax advisory services to clients and explain tax implications of decisions.
• Prepare accurate tax returns and assist with audits and disputes.
• Develop and maintain strong client relationships and provide excellent service.
• Stay updated on changes in tax laws and communicate impacts to clients and team.
• Collaborate with team to improve tax processes and procedures.

Skills

Analytical reasoning

Problem solving

Communication

Interpersonal skills

Attention to detail

Education

Bachelor's degree in Accounting/Finance

CPA or CTC (preferred)

Tools

Tax software

Microsoft Office

Job description

Tax Manager - PCS / $$$$ / Hybrid / Work Life Balance / Top 50 Firm!

Salary: $90,000 - $150,000 per year

A bit about us:

We are a professional services firm that specializes in accounting, tax, and consulting services. They assist businesses and individuals in navigating complex financial landscapes by providing comprehensive auditing, accounting, and tax planning services. With a focus on personalized solutions, we aim to optimize financial performance and ensure compliance with applicable regulations. The firm also offers strategic consulting to help clients achieve their long-term financial goals and enhance overall business efficiency.

Why join us?

• Competitive Compensation
• Lucrative New Business & Employee Referral Bonuses
• Anniversary Bonus
• Open Paid-time-off policy for professional staff
• We provide a flexible work environment to offer work/life balance
• 401(k) plan with company match and profit sharing
• Medical, dental, and vision insurance
• Company Paid Life Insurance
• Affordable Short- & Long-Term Disability Insurance
• Affordable Accidental and Critical Illness Insurance
• 9 Paid holidays
• Tuition Reimbursement
• Annual Performance Reviews
• And Much More

Responsibilities:

1. Manage and oversee the tax planning, preparation, and filing processes for C-corps, S-corps, and high net worth individuals.
2. Ensure compliance with federal, state, and local tax laws and regulations.
3. Conduct detailed tax research to identify and mitigate tax risks, and to optimize tax strategies.
4. Provide tax advisory services to clients, and help them understand the tax implications of their business decisions.
5. Prepare accurate and timely tax returns, and assist clients with tax audits and disputes.
6. Develop and maintain strong relationships with clients, and provide them with exceptional customer service.
7. Stay abreast of changes in tax laws and regulations, and update clients and team members on any changes that may affect them.
8. Collaborate with other team members to achieve business goals, and contribute to the continuous improvement of our tax processes and procedures.

Qualifications:

1. Bachelor's degree in Accounting, Finance, or a related field.
2. Certified Public Accountant (CPA) or Certified Tax Coach (CTC) designation is preferred.
3. Minimum of 3 years of experience in a tax manager role or a similar role in the finance industry.
4. In-depth knowledge of tax laws and regulations, and experience with tax planning, preparation, compliance, and research.
5. Experience with managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals.
6. Excellent analytical and problem-solving skills, with the ability to interpret complex financial data.
7. Strong communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
8. Proficiency in tax software and Microsoft Office Suite.
9. Ability to work under pressure and meet tight deadlines, while maintaining a high level of accuracy and attention to detail.
10. Strong commitment to ethical standards and a high level of integrity.

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.