Senior Tax Manager - HNW Advisory (REMOTE)

Hybrid

This Jobot Job is hosted by: Albert Simons
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $150,000 - $170,000 per year

A bit about us:

We are ranked among the top 3 locally-based regional accounting firms, as well as repeatedly ranked among Nation’s Best Accounting Firms to Work For by Accounting Today magazine. The firm provides tax and accounting services including cost segregation studies, business valuations, litigation support, forensic accounting, technology solutions, estate planning and administration, and personal financial planning. We provide clients with extensive industry experience and proactive solutions.

Why join us?

• Strong support for maintaining a healthy work–life balance.
• Access to a modern, high-tech training center that goes beyond standard professional requirements.
• A fully digital, paperless office environment leveraging advanced technology.
• Exposure to a wide variety of clients, offering a rich and well-rounded learning experience.
• Comprehensive research tools and resources to maximize quality, accuracy, and efficiency.

Job Details

Below is a summary of responsibilities for Tax Leaders with our firm...

• Lead client engagements from initial planning through final delivery, ensuring smooth execution and consistent follow-through.
• Serve as the go-to advisor for your assigned clients, coordinating discussions, managing expectations, and ensuring their tax strategies stay on track.
• Evaluate tax lookback work prepared by team members, uncover potential savings, resolve discrepancies, and provide clear, constructive feedback.
• Guide and oversee intricate tax projects, maintaining high standards of accuracy and regulatory compliance from beginning to end.
• Bring advanced tax knowledge—such as expertise in lookbacks and deferred tax matters—to help clients achieve their objectives.
• Handle essential operational duties including billing, time reporting, and participation in internal groups or committees.
• Engage in relationship-building activities, including networking opportunities and routine client touchpoints, to support retention and growth.
• Coach and mentor team members, offering technical insight as well as broader career development support.
• Contribute to a positive team culture that values collaboration, respect, and alignment with firm-wide policies.
• Spot potential business opportunities and represent the firm in professional settings to help expand its reach.

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