Tax Manager (HNW)

Competitive Compensation, Generous Health Benefits, Amazing Company Culture. Recognized as the best place to work year after year, Tremendous Growth Opportunities

This Jobot Job is hosted by : Danielle Liguori

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Salary : $140,000 - $180,000 per year

A bit about us :

Our client has been recognized as one of the “Best Places to Work” for 11 consecutive years! They pride themselves on a collaborative, flexible, and supportive environment where work / life balance is a priority.

Their team serves ultra-high-net-worth and high-net-worth clients, delivering sophisticated tax planning and compliance solutions across multiple entities and jurisdictions.

Why join us?

Competitive Compensation + Annual bonus : 11% (8% performance bonus + 3% profit sharing)

Hybrid schedule with 2 days remote per week after 3-month training

401(k) plan with 100% vested company match

Comprehensive medical, dental, and vision benefits (90% covered for employee and dependents)

Annual cell phone allowance

4 weeks PTO and excellent work / life balance

Collaborative, fun, flexible work environment

Recognized as a “Best Place to Work” for 11 consecutive years

Opportunity to work with a high-performing, client-focused team

Focus on professional development and growth

Job Details

Responsibilities :

1. Manage the preparation and review of complex tax returns for HNW and UHNW individuals, including federal and multi-state returns, estate and gift tax returns, trust returns, and corporate returns for S-Corps and C-Corps.

2. Provide strategic tax planning and consulting to our clients, including wealth preservation strategies, estate planning, and entity structuring.

3. Conduct thorough research on complex tax issues and new tax laws, and provide clear and concise advice to our clients.

4. Collaborate with our family office team to provide comprehensive wealth management services to our clients.

5. Manage relationships with clients, including regular communication, understanding their unique needs, and providing exceptional service.

6. Liaise with the IRS and state tax authorities, including responding to inquiries and audits, and negotiating resolutions.

7. Ensure accurate and timely filing of all tax returns and reports, and maintain detailed records of all tax work.

Qualifications :

• CPA required
• Big 4 experience
• HNW
• Minimum 5 years experience in a reviewer role
• Master’s in taxation a plus
• Local candidates only, hybrid schedule

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

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