Tax Manager

Tax Manager

$150000 - $200000 per year | Seattle, WA | On-site | Permanent

Wealth is health

A bit about us:

Strong RIA firm that is ranked in Barrons top 100

Why join us?

Expand your expertise in business and wealth management.

Job Details

Job Details:

We are on the hunt for a dynamic and experienced Permanent Tax Manager to join our Accounting and Finance team. This role is perfect for someone who thrives in a fast-paced environment, is detail-oriented, and has a keen interest in wealth management, real estate tax, and high net worth individuals. Our ideal candidate is a seasoned tax professional with experience in venture capital, 1031 exchange, fiduciary, and gift preparation. This is an exciting opportunity to leverage your expertise, gain exposure to diverse financial scenarios, and contribute to the financial health of our clients.

Responsibilities

• Manage and oversee all aspects of tax compliance, including wealth management, real estate tax, individual income tax, and fiduciary.
• Provide expert tax advice to high net worth individuals, guiding them through complex financial scenarios.
• Perform detailed tax reviews and prepare tax returns for individuals, corporations, partnerships, and trusts.
• Work closely with clients involved in venture capital, ensuring their tax obligations are met and financial goals are achieved.
• Manage 1031 exchanges, ensuring compliance with tax laws and optimizing financial outcomes for clients.
• Advise on gift tax planning and preparation, ensuring optimal tax strategies are implemented.
• Stay abreast of current tax laws and regulations, ensuring our company and clients are always compliant.
• Collaborate with other team members and departments to ensure a seamless and comprehensive service delivery.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field. A Master's degree or CPA certification is preferred.
• Minimum of 5 years of experience in a tax management role, with a focus on wealth management, real estate tax, and high net worth individuals.
• Proficiency in CCH or equivalent tax software.
• Demonstrated experience in venture capital, 1031 exchange, fiduciary, and gift preparation.
• In-depth knowledge of current tax laws and regulations.
• Exceptional attention to detail and accuracy.
• Excellent communication and interpersonal skills, with the ability to explain complex tax concepts in an easy-to-understand manner.
• Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines.
• A proactive approach to problem-solving and the ability to make sound decisions under pressure.
• A commitment to continuous learning and professional development in the field of tax management.

In this role, you will have the opportunity to use your skills and expertise to make a real impact on our clients' financial health.

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.

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.

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