Tax Supervisor​/Tax Manager

Position: Tax Supervisor/ Tax Manager
A bit about us:

We are a trusted MD-based tax and wealth management firm with a team of dedicated professionals committed to helping individuals, families, and businesses achieve financial clarity and success. With decades of combined experience, we provide comprehensive services including tax planning and preparation, investment strategy, retirement planning, and estate coordination.

Our firm is built on a foundation of integrity, personal attention, and long-term client relationships. We pride ourselves on delivering thoughtful, customized solutions that align with each client's goals. As a growing team, we foster a collaborative and supportive work environment where everyone contributes to our clients' success-and our own.

If you're passionate about financial excellence and want to make a real impact in people's lives, we invite you to join us.

Why join us?

• Fully paid for PPO health insurance, dental, vision
• Incentive bonus plan!
• 401k match!
• 4+ weeks of PTO and paid holidays!
• Growth and mentorship!
• Work/life balance!
• Exposure to exciting clients + wealth building strategy practice!

Job Details

Qualifications:

• BS/BA in accounting or related field
• 8+ years of experience in Public Accounting
• Experience with HNWI returns, also some business experience ideal
• CPA highly 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.