Senior Advisory Accountant (Hybrid)
$115k - $210kJobot
Tax Manager / CPA / HYBRID / BONUS This Jobot Job is hosted by: Christopher Mildyn
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $115,000 - $210,000 per year A bit about us: Based in San Francisco, CA our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele! We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system, our most cutting edge technology in our profession. We are actively looking for a Tax Manager who can help with researching tax issues and filing requirements that affect tax compliance while developing subordinates' technical and industry skills and encourage growth. If you are a Tax Manager with client facing skills, then please read on…. Why join us?
We are seeking an energetic and experienced Permanent Tax Manager to join our dynamic team in the Mortgage industry. This is a unique opportunity to apply your expertise in a fast-paced, innovative environment. The ideal candidate will be responsible for managing all tax-related activities within our organization. This includes the preparation and review of income tax returns, tax planning, and compliance. The role demands a high level of understanding and experience with HNWI, Trust & Estate, and CPA. Responsibilities:
As a Permanent Tax Manager, your core responsibilities will include: 1. Overseeing all tax-related activities, including planning, compliance, and reporting.
2. Developing and implementing effective tax strategies to optimize efficiency and compliance.
3. Preparing and reviewing complex income tax returns for HNWI.
4. Providing expert advice on Trust & Estate tax matters.
5. Collaborating with internal teams and external advisors to ensure accurate and timely tax reporting.
6. Keeping up-to-date with the latest tax laws and regulations.
7. Managing and mitigating tax risks and liabilities.
8. Providing leadership, mentorship, and direction to the tax team.
9. Liaising with tax authorities and providing tax audit support. Qualifications:
To be considered for this exciting opportunity, candidates must possess the following qualifications: 1. Bachelor's degree in Accounting, Finance, or a related field. An advanced degree is a plus.
2. Certified Public Accountant (CPA) designation is required.
3. A minimum of 5+ years of experience in tax management, preferably in the Mortgage industry.
4. In-depth knowledge and understanding of HNWI, Trust & Estate.
5. Strong analytical skills with attention to detail.
6. Excellent leadership and team management skills.
7. Strong verbal and written communication skills.
8. Ability to handle multiple tasks and prioritize effectively.
9. Up-to-date knowledge of current tax laws and regulations.
10. Proficiency in tax software and Microsoft Office Suite. This is a fantastic opportunity for a Tax Manager looking to make a significant impact within a growing organization. If you are a dedicated, ambitious, and tax-savvy professional, we would love to hear from you. Apply today to join our team! Interested in hearing more? Easy Apply now by clicking the "Apply" button. 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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $115,000 - $210,000 per year A bit about us: Based in San Francisco, CA our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele! We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system, our most cutting edge technology in our profession. We are actively looking for a Tax Manager who can help with researching tax issues and filing requirements that affect tax compliance while developing subordinates' technical and industry skills and encourage growth. If you are a Tax Manager with client facing skills, then please read on…. Why join us?
- Competitive Base Salary!
- Extremely Competitive Benefits Package!
- Diverse Client Relationships!
- Outstanding Career Growth!
We are seeking an energetic and experienced Permanent Tax Manager to join our dynamic team in the Mortgage industry. This is a unique opportunity to apply your expertise in a fast-paced, innovative environment. The ideal candidate will be responsible for managing all tax-related activities within our organization. This includes the preparation and review of income tax returns, tax planning, and compliance. The role demands a high level of understanding and experience with HNWI, Trust & Estate, and CPA. Responsibilities:
As a Permanent Tax Manager, your core responsibilities will include: 1. Overseeing all tax-related activities, including planning, compliance, and reporting.
2. Developing and implementing effective tax strategies to optimize efficiency and compliance.
3. Preparing and reviewing complex income tax returns for HNWI.
4. Providing expert advice on Trust & Estate tax matters.
5. Collaborating with internal teams and external advisors to ensure accurate and timely tax reporting.
6. Keeping up-to-date with the latest tax laws and regulations.
7. Managing and mitigating tax risks and liabilities.
8. Providing leadership, mentorship, and direction to the tax team.
9. Liaising with tax authorities and providing tax audit support. Qualifications:
To be considered for this exciting opportunity, candidates must possess the following qualifications: 1. Bachelor's degree in Accounting, Finance, or a related field. An advanced degree is a plus.
2. Certified Public Accountant (CPA) designation is required.
3. A minimum of 5+ years of experience in tax management, preferably in the Mortgage industry.
4. In-depth knowledge and understanding of HNWI, Trust & Estate.
5. Strong analytical skills with attention to detail.
6. Excellent leadership and team management skills.
7. Strong verbal and written communication skills.
8. Ability to handle multiple tasks and prioritize effectively.
9. Up-to-date knowledge of current tax laws and regulations.
10. Proficiency in tax software and Microsoft Office Suite. This is a fantastic opportunity for a Tax Manager looking to make a significant impact within a growing organization. If you are a dedicated, ambitious, and tax-savvy professional, we would love to hear from you. Apply today to join our team! Interested in hearing more? Easy Apply now by clicking the "Apply" button. 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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Senior Advisory Accountant (Hybrid) in Allentown, PA vacancy
$71.65k - $119.78k
...Audit Senior Associate Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further... .... You want to work for a leading CPA advisory firm that serves middle market clients and...SeniorBaker Tilly
Allentown, PA1 day ago$88.9k - $128.4k
...Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50... ...Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at? and follow...SeniorWork experience placementWork at officeLocal areaCherry Bekaert
Allentown, PA2 days ago$100 per hour
...Tax Manager (Hybrid) - Top 100 CPA firm / $$$ / Leadership and growth opportunities... ...about us: We are top 100 public accounting firm and a leading advisory firm that helps organizations and... ...and enthusiastic Tax Manager (or Tax Senior with their CPA ready to take the...SuggestedWork at officeLocal areaRemote workFlexible hoursJobot
Allentown, PA10 hours ago$105.56k - $247.9k
...Ranked among the largest accounting and consulting firms in the country and consistently recognized... ..., Cherry Bekaert delivers innovative advisory, assurance and tax services to our... ...an opportunity has been created for a Senior Manager to join our high performing team...SeniorWork experience placementLocal areaRemote workCherry Bekaert
Allentown, PA5 days ago$78k
...Technical Accountant/Analyst – IT Finance / Technology Accounting Allentown, PA (Hybrid) | Remote Option (CST/EST time zones) Full-Time | Mid-Level | IT Financial Management | Utilities / Energy Sector Job Summary Our client is hiring a Technical Accountant...SuggestedFull timeTemporary workWork at officeImmediate startRemote workWork from homeFlexible hoursHTSS Inc
Allentown, PA5 days ago$75k - $85k
...bit about us: Our client, a growing and well-established manufacturing company, is seeking a detail-oriented and analytical Senior Accountant to join their finance team. This role will be responsible for supporting month-end close activities, financial reporting, cost...SeniorPermanent employmentLocal areaFlexible hoursJobot
Freemansburg, PA10 hours ago- ...Senior Accounting Specialist The Senior Accounting Specialist shall be responsible for overseeing accounting operations, preparing financial statements, providing accounting support and analysis, assisting with the budget process, internal and external audits, billing...SeniorWork at officeLocal area
Carbon Lehigh Intermediate Unit
Whitehall, PA4 days ago $100 per hour
...Audit Manager - Hybrid - Multiple locations / $$$ / Top 100 firm / Tons of opportunity / Great benefits This Jobot... ...00 per year A bit about us: We are top 100 public accounting firm and a leading advisory firm that helps organizations and their leaders take on...Work at officeLocal areaFlexible hoursJobot
Allentown, PA10 hours ago$127.5k - $150k
...Job Title Senior Project Controls Cost Analyst, Project & Development Services Job Description Summary This senior level role will manage... ...health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability...SeniorMinimum wageContract workFor subcontractorImmediate startFlexible hoursCushman & Wakefield
Fogelsville, PA5 days ago- ...Job Details: Senior Tax Associate 90-120,000 This role sits within a client-... ...planning support while working closely with advisory professionals to integrate tax strategy... ...Qualifications ~ Bachelor’s degree in Accounting or related field required; advanced tax...SeniorFull timeWork at officeLocal area
$65k - $75k
...Job Title: Staff Accountant Job Description The Staff Accountant will be a key player in ensuring the financial health and accuracy of our operations. Responsibilities include general ledger maintenance, reconciliations, financial reporting, and cost analysis...Permanent employmentWork at officeAston Carter
Fountain Hill, PA4 days ago- ...structured across multiple career levels, ranging from entry-level to senior-level responsibilities. Scope of work, complexity of... ...include performing advanced financial analysis, resolving complex accounting issues, improving processes and internal controls, and providing...InternshipWork at officeRemote work
PPL
Allentown, PA6 days ago $59.11k - $88.66k
...motivated individual to join our team as an Accountant. This role will perform Individual... ...balances to support attestation to senior management. You have Bachelor's degree... ...priorities and environments. Location: Hybrid role - 3 days in a Guardian office...Full timeWork at officeWork from homeVisa sponsorshipWork visaFlexible hoursGuardian Life
Bethlehem, PA7 days ago$75k - $85k
...The Senior Associate helps clients solve complex business issues from strategy to execution... ...the balance sheet and income statement accounts as well as preparation and testing of... ...and willingness to enhance accounting and advisory knowledge Education, Experience and...SeniorWork at officeLocal areaNight shiftWeekend work- ...supporting consolidated branch operations. The Senior Financial Analyst will report to the Director of FP&A, working in office (with hybrid options available) in Allentown, PA.... ...with business leads, IT, finance, and accounting partners to ensure accurate data & information...SeniorWork experience placementWork at office
Clear Channel Communications, Inc.
Allentown, PA4 days ago - ...Luke's Center, Allentown, PA Fully remote after training, for local candidate (PA, NJ) at manager discretion. The Payroll Accountant will have the ability to perform the essential functions of processing the bi-weekly payroll. Skillful in responding to management...Full timeWork at officeLocal areaRemote workWeekend work
St. Luke's Hospital
Allentown, PA1 day ago $50 - $60 per hour
...finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us:...SeniorHourly payContract workFor contractorsWork experience placementRemote workData Annotation
Whitehall, PAmore than 2 months ago- ...as the primary liaison between finance, accounting, and IT departments. Update and maintain... ...a multi-billion-dollar global company. Hybrid work schedule with no overtime. Growing... ...Dallas and is conducting interviews now! Seniority level Mid-Senior level Employment type Full...Full time
Professional Alternatives
East Texas, PA5 days ago - ...Maintain up-to-date knowledge of tax laws and regulations. Experience you will need: Minimum of 5 tax seasons in a public accounting firm, including 2 strictly as a reviewer. Working towards EA or CPA certification. Proven experience in advising individual...SeniorFull timeWork at office3 days per week
- ...operations Clear path for long-term growth into senior finance leadership Stable organization with continued expansion Hybrid work environment Job Details We are seeking a Controller to lead all accounting and financial reporting functions, with a...Local area
Jobot
Allentown, PA1 day ago - ...Job Description Tax Manager / Senior Tax Manager Fast Track to... ...Advisors | Bethlehem, PA | Hybrid / Flexible Schedule Some tax... ...service, tax planning, accounting, consulting, and helping clients... ...relationships, and strategic advisory workand who wants a clear...SeniorWork at officeLocal areaFlexible hours
$50k
...Job Description Job Description The Senior Estimator position is the third level in our Estimating track. This position will be responsible for creating and managing estimates and job in the residential, commercial, and industrial lines of business. This position...SeniorFor contractorsLocal areaImmediate start- ...Job description Neighborhood Health Centers of the Lehigh Valley is seeking a full-time Staff Accountant to work at their Bethlehem Administration office. The Staff Accountant performs payroll, general ledger, accounting for receivables and cash receipts functions...Full timeTemporary workWork at office
Neighborhood Health Centers of the Lehigh Valley
Bethlehem, PA4 days ago - ...Staff Accountant Location: Central Office Reports To: Business Manager Job Goal: To assist in the administration of the fiscal affairs of the District efficiently, expeditiously and to the ultimate benefit of each individual student enrolled. Qualifications...Work at officeLocal area
Woodland Hills School District
Bethlehem, PA3 days ago - ...Qualifications: Bachelors degree in Accounting or Finance Three or more years of experience, ideally within a manufacturing environment Proficiency in accounting software and ERP systems commonly used in manufacturing Experience using Syteline...
VBeyond
Bethlehem, PA3 days ago $65k - $75k
...Staff Accountant The Staff Accountant will be a key player in ensuring the financial health and accuracy of our operations. Responsibilities include general ledger maintenance, reconciliations, financial reporting, and cost analysis. The ideal candidate will bring...Permanent employmentWork at officeAston Carter
Freemansburg, PA3 days ago- ...Staff Accountant JobID: 1651 Position Type: PROFESSIONAL 12 MONTH/ STAFF ACCOUNTANT Date Posted: 6/23/2026 Location: Schnecksville, PA Position Definition:TheStaff Accountant - Accounts Receivableshall be responsible for coordinating and carrying out all fiscal...Work at officeLocal areaRemote work
Carbon Lehigh Intermediate Unit
Schnecksville, PA3 days ago - ...Overview WHO are we looking for? CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new... ...coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans...SeniorTemporary workWork at officeLocal areaFlexible hours
CAPTRUST
Allentown, PA5 days ago $133k - $206.9k
...Cherry Bekaert, the nation's 17th largest public accounting firm, seeks a Tax Manager for its National Tax Office (NTO) to provide work... ...ensure comprehensive technical soundness on tax consulting and advisory work. Providing tax consulting and advisory services to...Work experience placementWork at officeLocal areaRemote workCherry Bekaert
Allentown, PA1 day ago$150k - $175k
...Senior Financial Advisor Lehigh Valley, PA Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera...SeniorTemporary workWork at officeLocal areaRemote workModera Wealth Management
Allentown, PA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Advisory Accountant (Hybrid). Be the first to apply!
Related searches
- audit accountant Allentown, PA
- virtual accountant part time Allentown, PA
- insurance accountant Allentown, PA
- senior accountant part time Allentown, PA
- restaurant accountant Allentown, PA
- project accountant construction Allentown, PA
- dealership accountant Allentown, PA
- development accountant Allentown, PA
- manufacturing accountant Allentown, PA
- lease accountant Allentown, PA