Tax Manager

Remote Role - High Net Worth Tax Manager

This Jobot Job is hosted by:
Emily Bohanon
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $130,000 - $250,000 per year

A bit about us:

This is a full-service CPA and advisory firm with a national footprint and 3 offices strategically placed on the West and East Coast. The firm provides sophisticated tax, accounting, and advisory services to high-net-worth individuals, families, closely held businesses, and investment entities.

Why join us?

Blend of Big4 Alumni & Smaller Firm experts!
Laid back environment
Strong Benefits package (100% Paid Health/Dental/Vision)
401k with employer contribution

Job Details

Qualifications:

5+ Years of Tax Management experience (Over 50% review)
CPA
High Net Worth & Ultra High Net Worth experience

Key Responsibilities

Review tax returns while assuming primary responsibility for client engagements, including:
Scheduling, staffing, timing, and workflow management
Identifying and resolving technical issues

Ensure engagements are completed efficiently by:
Proactively identifying problem areas
Resolving issues with minimal oversight
Manage, supervise, and mentor staff, including:
Technical guidance and coaching
Professional development mentorship
Fostering a positive, collaborative team environment
Complete semi-annual performance evaluations and manage ongoing employee performance

Maintain and grow client relationships through:
Professionalism and responsiveness
High-touch client service
Collaboration with Partners to identify and pursue new business

Continuously enhance technical knowledge by:
Attending training and development courses
Seeking opportunities to deepen expertise in the firm’s focus industries
Support additional projects and initiatives as needed

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

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