Jobot
Tax Manager - HNWI Experience
Jobot, Mc Lean, Virginia, us, 22107
Tax Manager (CPA Required) Opening with a growing firm! Amazing Culture, Benefits, and Offer Package!
This Jobot Job is hosted by: Antonio ReyAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $110,000 - $150,000 per year
A bit about us:
Looking for an opportunity to join a growing Financial Services company with a great culture? We have an opportunity with an amazing client who is looking to continue their consistent growth with a Tax Manager to partner with their high-net-worth clientele.
This is an amazing opportunity to step into a collaborative team, where you will have the opportunity for very quick growth/promotion! We are looking for someone who is ready to accelerate their career and who values great culture and a team-oriented team!
Why join us?
Benefits:Hybrid work setting!Paid Company BenefitsBonuses paid out based on performanceUnlimited PTOAmazing culture and exposure to partnering with C-SuiteGreat growth pathPaternity and Maternity leave401(k) match!
Job Details
Responsibilities:
1. Preparing and reviewing complex tax returns for high-net-worth individuals including federal and multi-state tax returns.2. Conducting research on complex tax issues and new legislation to ensure compliance and identify planning opportunities.3. Collaborating with internal teams to understand and address client needs, providing expert tax advice to help them navigate their financial landscape.4. Developing and maintaining strong relationships with clients, providing exceptional customer service and ensuring their satisfaction.5. Identifying and mitigating tax risks and liabilities.6. Keeping up-to-date with industry developments and changes in tax laws.7. Providing support during tax audits and negotiations with tax authorities.8. Assisting with the implementation of tax planning strategies to minimize tax liabilities and maximize client wealth.9. Managing direct reports and reviewing tax preparations, along with signing off on documents.10. Collaborating directly with C-Suite in reviews, setting goals, and management duties.11. Ability and desire to lead and grow our tax team.
Qualifications:
1. Bachelor's degree in Accounting, Finance, or a related field.2. A Certified Public Accountant (CPA) is required.3. A minimum of 6 years of experience in public accounting or working with HNWI for tax returns.4. Extensive knowledge of tax regulations and laws.5. Proficiency in tax software (UltraTax experience highly preferred) and Microsoft Office Suite, particularly Excel.6. Excellent analytical and problem-solving skills.7. Strong communication and interpersonal skills, with the ability to explain complex tax information in a clear and concise manner.8. Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment.9. High level of integrity and professionalism.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
This Jobot Job is hosted by: Antonio ReyAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $110,000 - $150,000 per year
A bit about us:
Looking for an opportunity to join a growing Financial Services company with a great culture? We have an opportunity with an amazing client who is looking to continue their consistent growth with a Tax Manager to partner with their high-net-worth clientele.
This is an amazing opportunity to step into a collaborative team, where you will have the opportunity for very quick growth/promotion! We are looking for someone who is ready to accelerate their career and who values great culture and a team-oriented team!
Why join us?
Benefits:Hybrid work setting!Paid Company BenefitsBonuses paid out based on performanceUnlimited PTOAmazing culture and exposure to partnering with C-SuiteGreat growth pathPaternity and Maternity leave401(k) match!
Job Details
Responsibilities:
1. Preparing and reviewing complex tax returns for high-net-worth individuals including federal and multi-state tax returns.2. Conducting research on complex tax issues and new legislation to ensure compliance and identify planning opportunities.3. Collaborating with internal teams to understand and address client needs, providing expert tax advice to help them navigate their financial landscape.4. Developing and maintaining strong relationships with clients, providing exceptional customer service and ensuring their satisfaction.5. Identifying and mitigating tax risks and liabilities.6. Keeping up-to-date with industry developments and changes in tax laws.7. Providing support during tax audits and negotiations with tax authorities.8. Assisting with the implementation of tax planning strategies to minimize tax liabilities and maximize client wealth.9. Managing direct reports and reviewing tax preparations, along with signing off on documents.10. Collaborating directly with C-Suite in reviews, setting goals, and management duties.11. Ability and desire to lead and grow our tax team.
Qualifications:
1. Bachelor's degree in Accounting, Finance, or a related field.2. A Certified Public Accountant (CPA) is required.3. A minimum of 6 years of experience in public accounting or working with HNWI for tax returns.4. Extensive knowledge of tax regulations and laws.5. Proficiency in tax software (UltraTax experience highly preferred) and Microsoft Office Suite, particularly Excel.6. Excellent analytical and problem-solving skills.7. Strong communication and interpersonal skills, with the ability to explain complex tax information in a clear and concise manner.8. Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment.9. High level of integrity and professionalism.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.