Lead Tax Strategist

2 months ago


Waltham, Massachusetts, United States Jobot Full time
FULLY REMOTE

About Us:

At Jobot, we are a highly regarded firm within the IPA 100, committed to enhancing our team by integrating remote talent. We provide attractive remuneration and adaptable working hours, generally averaging 50-55 hours weekly during peak periods. Our firm employs a multidisciplinary strategy, delivering accounting, tax, and advisory services. With over sixty years of industry experience, we offer specialized knowledge, extensive service options, and a commitment to client satisfaction.

Recognized consistently as a "Best Place to Work," we emphasize key factors such as remuneration, paid leave, work-life balance, and a positive company culture. We are excited to announce our summer hours initiative, which includes a shortened workweek from Monday to Thursday, concluding early on Fridays. Join us as we continue to cultivate an environment of excellence and opportunity.

Why Work With Us?
  • Remote Work Flexibility
  • Competitive Salary
  • Positive Work Environment
  • Flexible Scheduling
  • Comprehensive health insurance, with full coverage for individual plans paid by the firm


Position Overview

We are in search of a Senior Tax Manager to become a vital part of our tax team, concentrating on pass-through entities. This principal-track role offers limitless growth potential and requires a driven, seasoned tax professional with robust interpersonal and management capabilities. The ideal candidate will have extensive knowledge of federal and state taxation.

Your responsibilities will center on your technical acumen and your capacity to provide exceptional client service...
  • Oversee and expand a portfolio of business clients, focusing on S corporations and partnerships
  • Knowledge of taxation across various financial products, including equity investments, debt instruments, derivatives, commodities, cryptocurrency, and digital assets.
  • Develop, implement, and deliver innovative federal and state tax planning, consulting, and compliance services to clients.

Experience Requirements
  • CPA certification is mandatory with a minimum of 6 years of tax experience
  • Proficiency in S corporations and partnerships, including maintenance of partnership capital accounts and allocations
  • Strong technical abilities related to tax preparation and review, compliance, agency correspondence, and tax research
  • Capability to attract and nurture profitable, sustainable client relationships
  • Proven ability to self-manage and effectively organize, prioritize, and handle multiple projects under tight deadlines
  • Exceptional leadership, mentoring, and interpersonal skills that foster strong client and staff relationships


We look forward to connecting with you

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