Tax Manager

4 weeks ago


Brookfield, Wisconsin, United States Jobot Full time
Job Overview

We are seeking a highly skilled Tax Manager to join our dynamic team at Jobot. As a key member of our tax services team, you will be responsible for providing exceptional tax compliance and planning services to high net worth individuals and real estate entities.

Key Responsibilities
  • Oversee the preparation and filing of federal and state tax returns, ensuring accuracy and timeliness.
  • Develop and implement effective tax strategies to optimize client tax positions and minimize liabilities related to real estate transactions and investments.
  • Serve as the primary point of contact for clients, building strong relationships and providing exceptional service to address their tax needs.
  • Stay current on tax legislation and industry trends, conducting research on complex tax issues and providing insights to clients and team members.
  • Mentor and manage junior staff, providing guidance and support on tax compliance and planning projects.
Requirements
  • Bachelor's degree in Accounting, Finance, or related field; CPA or advanced degree preferred.
  • Minimum of 5 years of experience in tax compliance and planning, with a focus on high net worth individuals and real estate.
  • Strong knowledge of federal and state tax regulations, particularly in real estate taxation.
  • Excellent analytical, organizational, and problem-solving skills.
  • Proven ability to manage multiple projects and meet deadlines in a fast-paced environment.
  • Exceptional communication and interpersonal skills, with a client-focused approach.
  • Proficiency in tax software and Microsoft Office Suite.
About Us

Our team is dedicated to providing innovative solutions and exceptional client service. We are a leading firm specializing in tax services for high net worth individuals and their real estate investments.


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