Senior Tax Manager - High Net Worth

A bit about us :

Exciting middle market privately held investment company seeking a great Senior Tax Manager, exciting opportunity so please apply today!

Why join us?

Compensation : 170-220K + Potential Sign on Bonus + Annual Bonus + so much more!

• Extremely Competitive Benefits Package
• 5-15% year over year raises
• 5+ weeks PTO + All federal Holidays - summer Fridays & more!

Competitive Base Salary and annual performance-based bonuses

Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives

Employer contribution to Life Insurance, and 401(k) plan

Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)

Customized learning and development opportunities and continuing professional education both in-house and virtually

Hybrid, flex, and remote work opportunities available

Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution

Job Details

Core Responsibilities :

Serve as a dedicated tax manager to a group of Investment Advisors and their high-net-worth client base

Participate in client prospect meetings alongside the Investment Advisor

Develop proactive tax planning strategies for clients and prospects

Conduct in-depth tax projections based on the client's investment portfolio

Serves as final partner reviewer on individual and business returns prepared by staff or outside partners

Leverage Salesforce to manage client engagements and due dates

Respond to IRS and state agency audits, inquiries, and tax notices on behalf of your clients

Assist with training and mentoring for new hires and junior Team Members with the opportunity to grow into a team leader

Keep abreast of current developments in the tax area by attending professional development and continuing education sessions on a regular basis

Skills & Qualifications :

Bachelor's Degree in Accounting

Master's Degree in Tax, preferred

CPA or Enrolled Agent License

Combined 10+ years of experience in tax preparation (individual and business) and progressive tax planning and advisory

Experience working in a wealth management or family office environment a plus

Working knowledge of trust documents and tax law as it relates to trusts

High degree of empathy in interpersonal communication to build trust with clients, prospects, internal Team Members, and outside vendors / partners

Able to effectively present information and make complex concepts simple

Experience using Tax Software such as Lacerte

Experience in Salesforce, preferred

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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.