Senior Manager, Tax

Senior Manager, Tax - Hybrid Salary: $120,000 - $170,000 per year. Job Overview We are seeking a Senior Tax Manager who will work directly with clients and wealth management teams to review and implement tax strategies, including compliance, reporting, planning, and consulting. This critical role is responsible for managing all tax-related matters to support each client’s goals and values. Responsibilities Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders. Participate in obtaining 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 on an ongoing basis. Work 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, and related work papers and financial statements. Qualifications Bachelor’s degree required. 8+ years of tax experience in a 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, particularly for high net worth individuals. Experience in tax review and audit processes. Enrolled Agent (EA) designation preferred. Excellent analytical and problem‑solving skills. Strong leadership and team management skills. Excellent communication and presentation skills. Ability to work under pressure and meet tight deadlines. Benefits 401(k) matching Health insurance Paid time off Bonus opportunities Great culture Work life balance EEO Statement 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. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. #J-18808-Ljbffr