Wealth Tax Manager - Equity + Bonus, Paid Sabbatical

Jobot; Dallas (TX); Sur place; USD 110 000 - 200 000; Plein temps

Avantages offerts par ce poste

Equity

Profit Sharing

Bonus

Paid Sabbatical

Résumé du poste

Jobot is seeking a Tax Manager specialized in high net worth wealth management for our Dallas office. You will lead tax planning, preparation, and review for affluent clients, including individuals, corporations, and partnerships.

A strong background in wealth management tax, CPA or EA certification, and 5+ years of relevant experience are required. This role offers on-site work in Dallas with growth opportunities within the firm.

Qualifications

• Minimum of 5 years of wealth management tax planning and preparation experience.
• CPA or EA designation required.
• Experience with 1031 exchanges, real estate tax, and S Corp tax matters.
• Ability to communicate complex tax information to clients clearly.

Responsabilités

• Manage the tax planning and preparation process for high net worth individuals, corporations, and partnerships.
• Provide expert guidance on complex tax issues, such as 1031 exchanges, real estate tax, and S Corp tax matters.
• Develop and implement tax planning strategies to minimize tax liabilities and optimize client outcomes.
• Review financial statements, tax returns, and other documents to ensure accuracy and compliance.

Connaissances

Analytical skills

Communication skills

Organizational skills

Ability to handle complex tax issues

Formation

Bachelor's degree in Accounting/Finance

Outils

Tax preparation software

Description du poste

Jobot is seeking a Tax Manager specialized in high net worth wealth management for our Dallas office. You will lead tax planning, preparation, and review for affluent clients, including individuals, corporations, and partnerships.

A strong background in wealth management tax, CPA or EA certification, and 5+ years of relevant experience are required. This role offers on-site work in Dallas with growth opportunities within the firm.