Senior Manager, Tax

Senior Manager, Tax - Hybrid

This Jobot Job is hosted by : Scott Dennis

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $120,000 - $170,000 per year

A bit about us :

We are seeking a Senior Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. This critical role is responsible for managing all tax-related matters, including compliance, reporting, planning, and consulting.

Why join us?

401(k) matching

Health insurance

Paid time off

Bonus opportunities

Great Culture

Work Life Balance

Job Details

Responsibilities :

• Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
• Participate in obtaining new clients in partnership with strategic relationships and community networks
• Responsible for client relationships and retention; help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements

Qualifications

Bachelor’s degree required

8+ years’ tax experience working in private or public accounting firm or financial planning firm

CPA or EA required

Qualifications :

To be successful in this role, you will need :

1. A minimum of 5 years of experience in a tax management role, preferably in the mortgage industry.

2. Strong knowledge of federal and state tax laws and regulations.

3. Proficiency in tax software, CCH or GOSystem preferred.

4. Experience in tax consulting and planning, particularly for high net worth individuals.

5. Experience in tax review and audit processes.

6. Enrolled Agent (EA) designation is preferred.

7. Excellent analytical and problem-solving skills.

8. Strong leadership and team management skills.

9. Excellent communication and presentation skills.

10. Ability to work under pressure and meet tight deadlines.

This is a fantastic opportunity for a seasoned tax professional to take on a senior leadership role in a dynamic and fast-paced environment. If you have a passion for tax, a strategic mindset, and a commitment to excellence, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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