Tax Manager

3 weeks ago


Woodbury, New York, United States Jobot Full time
Job Summary
Tax Manager - High Net Worth Expert
We are seeking a dynamic and experienced Permanent Tax Manager to join our vibrant finance team as a Tax Manager - High Net Worth Expert. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net worth individuals, and providing them with a broad range of tax services.

About the Role
This role is integral to our business and will involve tax compliance, tax preparation, tax planning, tax advisory, tax returns, and tax research. The successful candidate will have the opportunity to work in a fast-paced and challenging environment, and will play a key role in shaping the tax strategy of our organization.

Key Responsibilities
Manage and oversee the tax planning, preparation, and filing processes for C-corps, S-corps, and high net worth individuals. Ensure compliance with federal, state, and local tax laws and regulations. Conduct detailed tax research to identify and mitigate tax risks, and to optimize tax strategies. Provide tax advisory services to clients, and help them understand the tax implications of their business decisions. Prepare accurate and timely tax returns, and assist clients with tax audits and disputes. Stay abreast of changes in tax laws and regulations, and update clients and team members on any changes that may affect them. Collaborate with other team members to achieve business goals, and contribute to the continuous improvement of our tax processes and procedures.

Requirements
Bachelor's degree in Accounting, Finance, or a related field. Certified Public Accountant (CPA) or Certified Tax Coach (CTC) designation is preferred. Minimum of 3 years of experience in a tax manager role or a similar role in the finance industry. In-depth knowledge of tax laws and regulations, and experience with tax planning, preparation, compliance, and research. Experience with managing a diverse portfolio of clients, including C-corps, S-corps, and high net worth individuals. Excellent analytical and problem-solving skills, with the ability to interpret complex financial data. Proficiency in tax software and Microsoft Office Suite.
  • Financial Manager

    3 weeks ago


    Woodbury, New York, United States Jobot Full time

    Jobot is seeking a Senior Tax Professional to join our team as a Financial Manager. In this role, you will manage a diverse portfolio of clients and provide a broad range of financial services, including tax planning, preparation, and filing.Key Responsibilities:Provide tax advisory services to clients and help them understand the tax implications of their...

  • Tax Expert

    2 weeks ago


    Woodbury, New York, United States Jobot Full time

    Job DescriptionWe are seeking a highly skilled and experienced Tax Manager to join our vibrant finance team at Jobot. As a key member of our team, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals.Key Responsibilities:Manage and oversee tax planning, preparation, and filing...

  • Tax Services Director

    3 weeks ago


    Woodbury, New York, United States Jobot Full time

    Tax Manager Job DescriptionWe are looking for a highly skilled Tax Manager to join our finance team at Jobot. The ideal candidate will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.Responsibilities and DutiesManage and oversee the...


  • Woodbury, New York, United States Jobot Full time

    Job Title: International Tax ConsultantWe are seeking an experienced and dynamic professional to join our finance team as a Permanent Tax Manager.About UsAt Jobot, we specialize in providing comprehensive accounting, tax, and consulting services to businesses and individuals. Our team assists clients in navigating complex financial landscapes by offering...


  • Woodbury, New York, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our vibrant finance team at Jobot. As a Tax Manager, you will be responsible for providing a broad range of tax services to a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals.Key ResponsibilitiesManage and oversee the tax planning, preparation, and...


  • Woodbury, New York, United States Jobot Full time

    Are you a skilled Financial Manager looking for a new challenge? We are seeking an experienced Financial Manager to join our team at Jobot, a professional services firm specializing in accounting, tax, and consulting services.Responsibilities:Manage and oversee the financial planning, preparation, and filing processes for C-corps, S-corps, and high net worth...

  • Tax Director

    3 weeks ago


    Woodbury, New York, United States Jobot Full time

    Job Title: Tax Director - High Net WorthWe seek an accomplished Tax Director to lead our tax planning and preparation efforts for high net worth individuals and corporations.About UsAs a professional services firm, Jobot delivers expert accounting, tax, and consulting services to businesses and individuals. Our mission is to provide trusted guidance and...


  • Woodbury, New York, United States Jobot Full time

    Why Choose This Job?This job offers a unique opportunity to work with a diverse portfolio of clients, including C-corps, S-corps, and high net worth individuals. You will have the chance to develop your skills in tax planning, preparation, compliance, and research, and to work in a fast-paced and challenging environment. Our team is committed to excellence,...

  • Tax Expert

    3 weeks ago


    Woodbury, New York, United States Jobot Full time

    We are seeking an experienced Financial Manager to join our vibrant finance team at Jobot, a professional services firm specializing in accounting, tax, and consulting services. As a Financial Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a...


  • Woodbury, New York, United States Tandym Group Full time

    Job DescriptionThe Tax Manager will be responsible for managing staff on engagement deliverables, including financial statements, tax returns, and work papers. This individual will also complete technical and strategic reviews as part of the final engagement review team, ensuring quality control standards are met.

  • Tax Manager

    4 days ago


    Woodbury, United States Jobot Full time

    Tax Manager / $$$$ / Hybrid / Work Life Balance / Top 50 Firm!This Jobot Job is hosted by: Joseph SipoczAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $85,000 - $120,000 per yearA bit about us:We are a professional services firm that specializes in accounting, tax, and consulting services. They assist...

  • Tax Manager

    3 days ago


    Woodbury, United States Jobot Full time

    Tax Manager / $$$$ / Hybrid / Work Life Balance / Top 50 Firm!This Jobot Job is hosted by: Joseph SipoczAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $85,000 - $120,000 per yearA bit about us:We are a professional services firm that specializes in accounting, tax, and consulting services. They assist...

  • Tax Manager

    3 months ago


    Woodbury, United States Jobot Full time

    Job DescriptionJob DescriptionTax Manager / $$$$ / Hybrid / Work Life Balance / Top 50 Firm!This Jobot Job is hosted by: Joseph SipoczAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $85,000 - $120,000 per yearA bit about us:We are a professional services firm that specializes in accounting, tax, and...

  • Tax Manager

    3 months ago


    Woodbury, United States Roach Associates Full time

    Job DescriptionJob DescriptionWe are seeking an energetic, passionate, self-motivated Tax Manager to join our growing team.  We are a CPA firm dedicated to excellent client service with tax, consulting and accounting work.   Ideal candidate must exhibit exceptional client service and professionalism in all interaction and communication, high level of...

  • Tax Manager

    5 days ago


    Woodbury, United States Crete Professionals Alliance Full time

    Job DescriptionJob DescriptionFounded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US...

  • Tax Manager

    5 days ago


    Woodbury, United States Crete Professionals Alliance Full time

    Job DescriptionJob DescriptionFounded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US...

  • Tax Manager

    2 months ago


    Woodbury, United States Cpa firm Full time

    Regional CPA firm seeking to add a Tax Manager / Sr. Tax Manager to its staff.Have you got what it takes to succeed The following information should be read carefully by all candidates.Responsibilities:Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and...

  • Tax Manager

    3 days ago


    Woodbury, United States CPA firm Full time

    Regional CPA firm seeking to add a Tax Manager / Sr. Tax Manager to its staff.Responsibilities:Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and individual returnsP...

  • Senior Tax Manager

    3 days ago


    Woodbury, United States KForce Full time

    DescriptionKforce's client, one of the most progressive, innovative National CPA firms is seeking a Senior Tax Manager and Tax Manager for their expanding Long Island, NY office.Duties Include:* Interact with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely...

  • Senior Tax Manager

    1 day ago


    Woodbury, NY, United States KForce Full time

    DescriptionKforce's client, one of the most progressive, innovative National CPA firms is seeking a Senior Tax Manager and Tax Manager for their expanding Long Island, NY office. Duties Include: * Interact with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a...


  • Woodbury, United States CBIZ Accounting Tax and Advisory of New York LLC Full time

    Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: FS249TC CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking...


  • Woodbury, United States Regional CPA firm Full time

    Regional CPA firm seeks Tax Manager with High Net Worth experience. Responsibilities:Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships,....

  • Tax Senior

    4 months ago


    Woodbury, United States CyberCoders Full time

    We are a small 20 person firm in St Paul looking to grow our tax team. The average tenure of our employees is 15.5yrs!What You Will Be DoingWorks with the tax team to prepare and learn to review tax returnsHandles routine client tax questions, and works with clients to collect necessary information for tax return completion and complianceCompletes research...

  • Tax Senior

    4 weeks ago


    Woodbury, United States CyberCoders Full time

    We are a small 20 person firm in St Paul looking to grow our tax team. The average tenure of our employees is 15.5yrs!What You Will Be DoingWorks with the tax team to prepare and learn to review tax returnsHandles routine client tax questions, and works with clients to collect necessary information for tax return completion and complianceCompletes research...


  • Woodbury, United States NPAworldwide Full time

    Position Description: Senior Tax AssociateLocation: Nassau/Suffolk Border, Long Island Employment Type: Full-Time Work Environment: In-office, Monday to Friday with extended hours and Saturdays required during tax season and statutory deadline periods. Overview: Our client, a well-established Certified Public Accounting firm with a history spanning over 80...

  • Tax Manager

    4 weeks ago


    Woodbury, NY, United States CPA firm Full time

    Regional CPA firm seeking to add a Tax Manager / Sr. Tax Manager to its staff. Responsibilities: Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and individual returns Provide oversight and direction to team of tax specialists in the delivery of tax...

  • Tax Advisor

    5 days ago


    Woodbury, United States Block Advisors Part time

    Job DescriptionJob DescriptionBlock AdvisorsCustomer Service Professional/ReceptionistTS25 CSP Our Company  At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and...


  • Woodbury, United States FORVIS Full time

    Description & Requirements Are you an accounting student striving for CPA eligibility and looking for a full-time opportunity in Tax? At Forvis Mazars, you can use your critical thinking abilities to help clients solve problems or apply your social skills to build rewarding business relationships. You will work with clients from a variety of industries as...


  • Woodbury, United States CBIZ Full time

    Status Category: Full-TimeExempt/Non-Exempt: ExemptScheduled Hours Per Week: 40Job Code: FS249TCCBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking...


  • Woodbury, NY, United States Regional CPA firm Full time

    Regional CPA firm seeks Tax Manager with High Net Worth experience. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations. Strategizing...