Tax Planning Strategist

3 weeks ago


MoorestownLenola, New Jersey, United States Jobot Full time
Job Summary

We are seeking an experienced Tax Manager to lead our team and provide top-tier tax planning for high-net-worth clients. As a Tax Manager – Lead, you will be responsible for preparing or reviewing individual, fiduciary, corporate, and partnership/LLC tax returns.

Key Responsibilities
  • Tax Preparation and Review: Utilize expertise to prepare or review complex tax returns, ensuring accuracy and compliance.
  • Tax Planning and Projections: Determine tax projections, update financial planning software, and initiate and conduct tax planning for clients.
  • Client Relationships: Foster strong relationships with clients through proactive communication and exceptional service.
  • Technical Expertise: Research tax issues, provide technical advice, and develop expertise through ongoing training and continuing education.
About Us

We are a forward-thinking, independently operating financial advisory and tax preparation firm headquartered in New Jersey. As an Investment Advisor registered in the State of New Jersey and Investment Advisor Representatives (IARs), we offer comprehensive financial and tax consulting services.

Why Join Our Team

We offer a competitive base salary with bonus potential, comprehensive 401(k) plan with matching, health benefits, and a supportive working environment. Additionally, you will have the opportunity to mentor junior associates and lead a dynamic team in a fast-paced, collaborative, and innovative culture focused on healthy living.

Salary and Benefits

The estimated annual salary range for this position is $125,000 - $160,000 per year, along with a comprehensive benefits package.



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