Base pay range
$120,000.00 / yr - $170,000.00 / yr
Senior Manager, Tax - Hybrid
We are seeking a Senior Tax Manager who will work directly with clients and wealth management teams to review and implement tax strategies that align 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
Responsibilities
Provide guidance, instruction, direction and leadership to the tax team to achieve results, build expertise, and inspire the next generation of tax leaders.Participate in acquiring new clients in partnership with strategic relationships and community networks.Manage client relationships and retention; ensure deadlines are met and client questions and needs are addressed consistently.Collaborate 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, related work papers and financial statements.Qualifications
Bachelor’s degree required.8+ years’ tax experience in private or public accounting firm or financial planning firm.CPA or EA required.Minimum of 5 years of experience in a tax management role, preferably in the mortgage industry.Strong knowledge of federal and state tax laws and regulations.Proficiency in tax software; CCH or GOSystem preferred.Experience in tax consulting and planning for high net‑worth individuals.Experience in tax review and audit processes.Enrolled Agent (EA) designation preferred.Excellent analytical, problem‑solving, leadership, team management, communication and presentation skills.Ability to work under pressure and meet tight deadlines.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.
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