Tax Manager

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Remote Role - High Net Worth

This Jobot Job is hosted by:
Emily Bohanon

Salary: $130,000 - $250,000 per year

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.

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

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

• 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

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