Tax Manager
1 month ago
We are seeking a highly skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will be responsible for providing tax compliance, consulting, and wealth management services to high-net-worth families, individuals, and their related entities.
Key Responsibilities- Regularly meet and communicate with clients and potential clients to understand their tax needs and provide tailored solutions.
- Engage and collaborate with other advisors, such as attorneys, CPAs, and various professionals, to service shared clients.
- Oversee coordination of tax services for clients, both within the company and with external partners.
- Research and analyze compliance and planning questions related to tax, using available resources.
- Keep up-to-date on tax legislation and educate the tax team and colleagues on new developments.
- Resolve complex client issues using sound judgment and experience.
- Maintain and update client files and records as needed.
- Manage the team and review reports and client data for accuracy.
- Review deliverables such as tax returns, tax projections, and estimated tax payment calculations.
- Actively participate in virtual meetings with colleagues and clients.
- Build an internal network to enhance team efficiency and promote tax services.
- Provide leadership and coaching to senior associates, associates, interns, and other employees, including troubleshooting tax software issues.
- Actively seek and apply feedback and coaching.
- Travel occasionally for on-site meetings and collaboration as needed.
- Focus on technology with opportunities to develop and improve tax processes.
- Must be a CPA.
- Must have at least 6 years of experience in tax at a public accounting firm.
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