Lead Tax Strategist

2 weeks ago


Birmingham, Michigan, United States Jobot Full time

Become a pivotal part of our financial team as a Senior Tax Manager
This opportunity is hosted by Jobot.

Salary Range:
$170,000 - $210,000 annually

About Us:
We are a forward-thinking and client-oriented firm recognized for our dedication to exceptional service and outstanding client retention.

For over 65 years, we have been committed to assisting closely held businesses and affluent individuals in achieving growth, treating our clients' enterprises as our own, and investing in top-tier resources to deliver optimal outcomes.

Our core principles of Strategic, Experienced, and Connected shape our daily operations, both within our team and in our client interactions.

Become an integral part of our firm's growth, where our employees are as valuable as our clients, and we celebrate the talents and contributions of our team members.


Benefits of Working with Us:

Work-Life Balance:

Attain a harmonious balance between your personal life and career ambitions through our Hybrid Work Model, which includes remote work options and flexible schedules.


Personalized Career Development:
We customize career trajectories to align with your goals and offer opportunities for ongoing learning and professional advancement.

Compensation and Perks:
Enjoy a tailored compensation package and benefits that reflect your expertise and experience.

Advanced Technology: Remain at the cutting edge of professional standards and technology with access to state-of-the-art hardware and software.

Training Opportunities:
Engage in training and continuous improvement initiatives to enhance your skills and knowledge.

Key Responsibilities

Final Review:

Conduct thorough reviews of tax returns for business clients and high-net-worth individuals to ensure precision and compliance.


Team Collaboration:
Work closely with colleagues to provide our clients with the highest quality service and solutions.

Tax Strategy Development:
Identify and implement tax planning strategies for clients, contributing to their financial prosperity.

Client Relations:
Manage client expectations, address their tax-related inquiries, and offer expert advice.

Compliance and Research:
Uphold the highest ethical standards and confidentiality while continuously researching tax regulations and supporting internal training initiatives. Additionally, assist the Director of Taxation and Management Team with audits from IRS, State, and Local tax authorities.

Qualifications:
Licensed CPA
Bachelor's degree in accounting or taxation
Self-motivated and solution-oriented
15+ years of experience in accounting and business tax preparation is preferred
Ability to meet deadlines and prioritize tasks based on client needs
Strong attention to detail and effective multitasking skills
A commitment to continuous improvement and a proactive mindset
The capability to understand the broader context to best support and guide clients.



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