Tax Principal or Senior Manager (Remote)

Jobot; Cockeysville (MD); Remote; USD 150,000 - 225,000; Full time

Benefits offered by this job

Medical, dental, vision

Remote work (100% remote)

Strong PTO and paid holidays

401K Match

Partner/equity opportunity

Job summary

Jobot is seeking a Tax Principal or Senior Manager to lead tax engagements for high net worth individuals and dental/healthcare clients in a fully remote role. CPA is required, with 5+ years in public accounting and a track record of client leadership.

You will oversee compliance and planning, mentor staff, and collaborate with partners. Benefits include medical/dental/vision, 401K match, generous PTO, and potential equity.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Master's degree or CPA certification preferred.
• Min. 5 years of public accounting tax experience.
• Proven experience with high net worth clients and related entities.
• Strong tax software and technology skills.
• Excellent client service and communication abilities.

Responsibilities

• Oversee tax compliance and consulting engagements for high net worth clients and related entities (dental/healthcare).
• Provide tax planning strategies and compliance expertise.
• Review federal and multi-state tax returns for individuals, partnerships, corporations, and trusts.
• Maintain strong client relationships and deliver exceptional service.
• Lead, train, and mentor junior staff.
• Collaborate with partners and staff on engagements.

Skills

Tax accounting

Client relationship management

Leadership/mentoring

Communication skills

Public accounting tax experience

Technology proficiency with tax软件

Team training

Multi-tasking

Education

Bachelor's degree in accounting/ finance

Master's degree or CPA certification

Job description

Tax Principal or Senior Manager (Remote) / Dental and Healthcare client experience proffered / CPA a must

Salary: $150,000 - $225,000 per year

A bit about us

Are you an experienced tax professional looking for an exciting new opportunity? We are seeking a Tax Principal or Senior Manager to join our dynamic and fast-growing team. This is a remote position, offering the flexibility to work from anywhere while serving our diverse and high net worth clientele. Our clients range from high net worth individuals and their related business entities to dental and small healthcare practices. If you are passionate about providing top-notch tax services and enjoy working in a fast-paced, high-energy environment, this may be the perfect opportunity for you!

Why join us?

• Medical, dental, vision
• Remote work (100% remote)
• Strong PTO and paid holidays
• 401K Match
• Partner/equity opportunity

Job Details

Responsibilities:

1. Managing and overseeing tax compliance and consulting engagements with high net worth clients and their related business entities, dental practice clients, and small healthcare practice clients.
2. Providing innovative tax planning strategies and compliance expertise to clients.
3. Reviewing complex tax returns including federal and multi-state returns for individuals, partnerships, corporations, and trusts.
4. Developing and maintaining strong relationships with clients through exceptional client service.
5. Leading, training, and mentoring junior staff members.
6. Collaborating with partners and staff on client engagements.

Qualifications:

1. Bachelor's Degree in Accounting, Finance, or a related field. A Master's Degree or CPA certification is highly preferred.
2. Minimum of 5 years of public accounting experience with an emphasis on taxation.
3. Proven experience in managing high net worth clients and their related business entities, dental practice clients, and small healthcare practice clients.
4. Strong technical skills in accounting and tax preparation, review experience a plus.
5. Exceptional client service skills with a demonstrated ability to develop and maintain client relationships.
6. Excellent leadership, team building, and mentoring skills.
7. Strong written and verbal communication skills.
8. Ability to manage multiple priorities, deadlines, and budgets.
9. Proficient in tax software and technology.

This is an excellent opportunity for a motivated tax professional to take their career to the next level. If you meet the qualifications and are ready for a challenging and rewarding role, we would love to hear from you!

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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