Lead Tax Strategist

1 week ago


Stamford, Connecticut, United States Jobot Full time
Senior Tax Manager - Financial Services Sector

We are a reputable and expanding organization seeking a seasoned Tax Manager to join our Financial Services team. In this pivotal role, you will oversee and manage all facets of tax compliance, including the preparation of income tax returns for high net worth individuals and corporate entities. Your expertise will be essential in ensuring our clients' tax obligations are met while adhering to current tax regulations.

Why Work With Us?
  • 401K plan with a 4% employer match
  • Attractive bonus structure
  • On-site wellness services
  • Pathway to partnership opportunities
  • Commission incentives for new client acquisition
  • Generous vacation and paid time off policies
Key Responsibilities:
  • Oversee comprehensive tax preparation processes
  • Collaborate with clients to address their tax requirements
  • Provide strategic tax planning and advisory services
  • Review and analyze tax returns, offering constructive feedback
  • Build and maintain strong client relationships
  • Stay informed on evolving tax legislation
  • Mentor and train junior staff in tax preparation and strategy
Required Qualifications:
  • Minimum of 5 years in tax preparation and management
  • Bachelor's degree in Accounting or Finance
  • CPA designation is preferred
  • In-depth understanding of tax regulations
  • Exceptional communication abilities
  • Capability to perform under tight deadlines
  • Proven leadership and team management skills


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