Tax Manager

A bit about us:

A leading accounting, tax, and advisory organization dedicated to delivering exceptional client service and strategic guidance to businesses, high-net-worth individuals, families, and professional services firms. The organization fosters a collaborative culture, emphasizes professional development, values work-life balance, and provides employees with opportunities for long-term career growth.

Why join us?

Competitive salary plus discretionary performance bonus
Hybrid work schedule with flexibility
Comprehensive medical, dental, and vision coverage
401(k) plan and profit-sharing program
Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
Life and AD&D insurance options
Inclusive parental leave benefits
Generous PTO and paid firm holidays
Employee wellness and assistance programs
Training, certification, and professional development opportunities
Recognition and rewards programs
Community involvement and volunteer initiatives
Collaborative culture focused on mentorship and career advancement

Job Details

Serve as the primary tax advisor and relationship manager for clients.
Provide proactive tax planning and consulting services for:
High Net Worth Individuals
Trusts & Estates
S Corporations
Partnerships and Pass-Through Entities
Identify tax-saving strategies and planning opportunities.
Review complex federal, state, and local tax returns.
Oversee preparation and review of:
Form 1040
Form 1041
Form 1065
Form 1120-S
Form 709
Investment partnerships and related entities
Advise clients on:
Multi-state taxation
Retirement planning strategies
Buy-in/Buy-out transactions
Partner compensation arrangements
K-1 allocation matters
Entity structuring and conversions
Conduct tax research and prepare technical memoranda.
Manage multiple client engagements simultaneously.
Oversee engagement budgets, billing, and project timelines.
Coordinate with attorneys, wealth advisors, consultants, and external professionals.
Coach, mentor, and develop tax staff and senior associates.
Review workpapers, tax returns, and planning deliverables.
Contribute to business development activities and firm growth initiatives.

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.

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